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Expense Tracking Automation

Automated expense tracking with transaction categorization, receipt scanning, budget monitoring, and spending alerts

Complexity: Moderate | Duration: 5-15m (daily review) | Category: Personal/Productivity

Tags: expense-tracking budgeting receipts categorization automation

Workflow Diagram​

Steps​

Step 1: Sync​

Agent: expense

tracker - Import transactions from linked accounts

Step 2: Scan​

Agent: receipt

scanner - Process receipt photos via OCR

Step 3: Categorize​

Agent: transaction

categorizer - Auto-categorize transactions by merchant/amount

Step 4: Review​

Agent: expense

tracker - Present uncategorized items for user confirmation

Step 5: Tag​

Agent: expense

tracker - Add tags (work, personal, reimbursable, etc.)

Step 6: Aggregate​

Agent: expense

tracker - Update category totals and monthly spending

Step 7: Alert​

Agent: expense

tracker - Notify if category budget threshold exceeded

Usage​

To execute this workflow:

/workflow personal/productivity/expense-tracking-automation.workflow

See other workflows in this category for related automation patterns.