Gmail Receipt Tracker & Expense Categorizer

Overview

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.

Workflow

Step 1: Define the scope