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SkillReady to runFinanceDocuments

Expense Report Builder

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 15, 2026

Trigger check passed

Editorially graded · Jun 15, 2026

Builds a professional multi-tab XLSX expense report workbook with a formatted summary sheet, itemized transaction detail, embedded charts (spend by category, trend over time, top merchants, and optional budget vs. actual), and a plain-English insights narrative flagging anomalies, policy violations, and optimization opportunities. Takes raw expense data — pasted table, typed list, CSV, or uploaded file — and returns a finished XLSX workbook plus a PDF export. Use when a user needs a polished, finance-ready expense report for submission, reimbursement, or management review.

What you get

An installable SKILL.md file for your AI assistant. Produces an Excel workbook (.xlsx) and a PDF.

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Please build an expense report from this transaction data:
Date, Merchant, Amount, Description
Feb 3, Delta Airlines, 576.00, Flight to San Francisco
Feb 3, Lyft, 48.00, Airport to hotel
Feb 4, Marriott SF, 310.00, Hotel 2 nights (checkout Feb 6)
Feb 5, The Slanted Door, 195.00, Client lunch (3 people)
Feb 5, Lyft, 22.50, Meeting to hotel
Feb 6, Amazon Business, 89.99, Office supplies (shipped to hotel)
Feb 7, Delta Airlines, 520.00, Return flight
Feb 7, Parking SFO, 90.00, 
Feb 8, Zoom, 30.00, Monthly subscription
Feb 9, Starbucks, 8.45, Coffee
Feb 9, Uber Eats, 42.00, Dinner (solo work night)
Feb 10, Lyft, 35.00, Hotel to airport
Feb 10, Delta Airlines, -200.00, Flight credit from cancelled trip (refund)
No submitter info, no budget, no receipt references.
Sample output
Sample output produced by the Expense Report Builder skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Expense report generated with two files: Expense_Report_Feb03-Feb10-2025_20250210.xlsx and Expense_Report_Feb03-Feb10-2025_20250210.pdf. The XLSX file contains tabs for Summary, Transaction Detail, Charts, and Insights. The PDF file contains a clean print layout of the Summary and Insights tabs.

Goes well with

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