Individual skill
expense-sheet-design
Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end close that takes minutes because the work happened at spend-time. Use when asked track my business expenses, build an expense sheet for the team, get ready for reimbursement/tax season, or my shoebox of receipts needs a system. Produces the sheet structure, the capture ritual, the category mapping to the real downstream rules, and the month-end close.
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# Expense Sheet Design Skill
Expense tracking has one law: it happens at spend-time or it happens badly. The March reconstruction — a shoebox of receipts, a statement, and archaeology — produces worse data at fifty times the cost of a fifteen-second capture habit. The sheet's design serves that habit: columns light enough to fill from a phone, categories that map to the *downstream consumer's* rules (the reimbursement policy, the tax return's lines — not aesthetic taxonomy), receipts linked not shoeboxed, and a month-end close that's minutes because every entry already exists.
## What This Skill Produces
- **The sheet structure** — the capture-light column set (date, amount, merchant, category, receipt-link, notes-if-odd), one row per expense
- **The category set** — mapped to the actual downstream: the employer's reimbursement categories, or the tax return's deduction lines (jurisdiction-flagged), never invented ontology
- **The capture ritual** — the fifteen-second at-spend habit: photograph receipt → one row → done
- **The month-end close** — reconcile against the statement, chase the gaps, subtotal by category, file the export
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