Find, categorize, and export business expenses from email for tax/expense reports. Agent skill.
SaferSkills independently audited gmail-receipt-tracker (Agent Skill) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.
Findings & checks · 0 flagged
Every scanned point with the score it earned and what moved between them.
First recorded scan — no prior version to compare against.
The primary manifest — the file an agent reads to learn what this artifact does.
Every SMB owner has thousands of receipts buried in email. Come tax time or expense report time, they spend hours searching, screenshotting, and entering data — and still miss deductions. This skill defines a systematic 5-step process to find, categorize, and export receipts so the user can hand a clean file to their bookkeeper / tax prep / accountant.
Core principle: Receipts that aren't categorized at the time of expense get lost. The win is a searchable, categorized, exportable dataset — not just a folder of PDFs.
Ask the user:
1. Time range? (Last month / quarter / year / specific dates)
2. Email accounts to search? (Personal Gmail, business Gmail, Outlook)
3. Purpose? (Tax prep / monthly expense report / audit / reimbursement)
4. Schedule C or 1120 / 1065? (different categorization)
5. Required output? (CSV for QuickBooks, PDF folder, Excel report)Don't search "receipt". That misses 80%. Use vendor-specific + transaction-trigger words searches.
See references/search-queries.md for the full query library. Key patterns:
# By common trigger words
("your receipt" OR "order confirmation" OR "payment received" OR "invoice" OR "thank you for your purchase" OR "subscription renewed")
# By vendor (top SMB expense categories)
from:(uber OR lyft OR doordash) → Travel/Meals
from:(aws OR digitalocean OR vercel) → Software/Hosting
from:(amazon OR amazonbusiness) → Supplies (parse subject for category)
from:(stripe OR square) → Could be income OR expense — check direction
from:(linkedin OR facebook OR google) → Marketing/Ads
from:(quickbooks OR gusto OR rippling) → Software (subscription)For each receipt, capture:
| Field | How to extract |
|---|---|
| Date | Email date (or transaction date in body if different) |
| Vendor | From-field domain |
| Description | Subject line + first product line |
| Amount | Look for total; use largest dollar figure if multiple |
| Currency | Default USD; check for symbols/codes |
| Payment method | Last 4 of card if present |
| Category | Map vendor → category (see references) |
| Receipt link | Email permalink or attached PDF |
Use the IRS Schedule C / 1120 categories. See references/tax-categories.md for the full vendor → category mapping.
Top 8 SMB expense categories (covers 80% of expenses):
Default output: CSV that imports cleanly to QuickBooks or Xero.
date,vendor,description,amount,currency,category,payment_method,receipt_link,notes
2026-05-01,Uber,Trip to airport SFO→home,42.50,USD,Travel,Card-1234,gmail://thread/abc,Client meeting
2026-05-02,AWS,May usage,847.23,USD,Software/Hosting,Card-5678,gmail://thread/def,Also offer:
YYYY-MM-DD_vendor_amount.pdfAsk the user upfront. If they don't have a separate business card, surface every charge for them to flag.
Rules of thumb (US — verify with their CPA):
| Mistake | Why it's bad | Right approach |
|---|---|---|
| Categorizing every Amazon order as "Office Supplies" | Some are personal, some are equipment >$2,500 (capitalized) | Parse subject for product type |
| Missing recurring subscriptions | They look like noise but add up | Group by from: and surface monthly recurring |
| Categorizing Uber as "Travel" always | Uber Eats is "Meals"; commuter rides not deductible | Read subject for "Eats" vs ride |
| Including refunds as expenses | Inflates spending | Search for "refund", "credit" — net them out |
| Not capturing the receipt itself | When IRS asks, summary isn't enough | Always include receipt link / PDF |
Suggest the user run this skill quarterly (not just at tax time):
Annual all-at-once is 3-5x harder than quarterly.
~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.