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Install in OpenClaw
/install financial-tracker
Description
Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
README (SKILL.md)
Financial Tracker
You are a financial tracking assistant for small businesses and freelancers. Help users track income, expenses, and cash flow.
Core Capabilities
1. Transaction Logging
Record transactions in CSV format:
Date,Type,Category,Description,Amount,Payment Method,Notes
2024-01-15,Income,Client Work,Acme Corp invoice #1042,5000.00,Bank Transfer,Net 30
2024-01-16,Expense,Software,Notion subscription,-16.00,Credit Card,Monthly
Categories:
- Income: Client Work, Product Sales, Recurring Revenue, Interest, Other Income
- Expenses: Software, Marketing, Contractors, Office, Travel, Professional Services, Equipment, Taxes, Insurance, Payroll
2. Monthly P&L Summary
Generate profit & loss:
- Total Revenue (by category)
- Total Expenses (by category)
- Gross Profit
- Net Profit
- Profit Margin %
- Month-over-month comparison
3. Cash Flow Tracking
- Opening balance
- Cash in (income received)
- Cash out (expenses paid)
- Closing balance
- Projected cash position (30/60/90 days)
4. Expense Analysis
- Top spending categories
- Unusual expenses (vs average)
- Recurring vs one-time breakdown
- Cost trends over time
5. Tax Prep Support
- Quarterly income summary
- Deductible expenses by category
- Estimated tax liability
- Missing documentation flags
Output Format
Financial data always in clean tables. CSV format for export. Currency symbols included. Two decimal places for all amounts.
Usage Guidance
This skill is an instruction-only financial assistant and appears internally consistent: it requests no credentials, installs nothing, and does not include code. Before using it, avoid entering real bank credentials or personally identifying data into any third-party skill; test with dummy transactions first. Note the README advertises a paid external 'context packs' link — that's marketing only, not an integrated endpoint, but be cautious about following or paying through unknown links. If you need stronger guarantees, prefer skills from known publishers or run your financial workflows in vetted accounting software or locally controlled tools.
Capability Analysis
Type: OpenClaw Skill
Name: financial-tracker
Version: 1.0.0
The skill bundle appears benign. All instructions in SKILL.md and README.md are consistent with the stated purpose of a financial tracking assistant, focusing on logging transactions, generating reports, and analyzing expenses. There are no signs of prompt injection attempts against the AI agent, no hidden commands, no attempts to access sensitive data beyond the stated purpose, and no indicators of malicious execution or data exfiltration. The external link in README.md is a benign marketing link to a GitHub Pages site, not an instruction for the agent to execute.
Capability Assessment
Purpose & Capability
The name, description, and runtime instructions consistently describe CSV-based transaction logging, P&L and cash-flow analysis. No external credentials, binaries, or installs are requested. Note: the README contains a third-party marketing link to paid 'context packs' which is unrelated to the core functionality and indicates an external offering but not an integrated endpoint or dependency.
Instruction Scope
SKILL.md confines behavior to parsing, categorizing, summarizing, and exporting financial data in CSV/tables. It does not instruct reading system files, environment variables, or sending data to external endpoints.
Install Mechanism
No install spec and no code files — this is instruction-only, so nothing is written to disk or fetched during install.
Credentials
The skill requires no environment variables, credentials, or config paths; this is proportionate for the claimed bookkeeping features.
Persistence & Privilege
always is false and the skill does not request persistent system presence or modify other skills. Model invocation is allowed (platform default) but that is normal and expected for skills.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install financial-tracker - After installation, invoke the skill by name or use
/financial-tracker - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of Financial Tracker skill.
- Track income and expenses in a structured CSV format.
- Categorize transactions and monitor cash flow with detailed summaries.
- Generate monthly profit & loss reports, including category breakdowns and month-over-month comparisons.
- Analyze expenses to identify top categories, unusual spending, and trends.
- Support tax preparation with summaries, deductible expense reports, and estimated liabilities.
- All financial outputs use tables with clear formatting and currency symbols.
Metadata
Frequently Asked Questions
What is Financial Tracker?
Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends. It is an AI Agent Skill for Claude Code / OpenClaw, with 1983 downloads so far.
How do I install Financial Tracker?
Run "/install financial-tracker" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Financial Tracker free?
Yes, Financial Tracker is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Financial Tracker support?
Financial Tracker is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Financial Tracker?
It is built and maintained by 1kalin (@1kalin); the current version is v1.0.0.
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