---
title: "Monthly expense report with an AI agent · AgentDots"
description: "Your agent turns last month's receipts into a categorised expense report with totals and a comparison to the month before, flagging items it cannot place."
url: https://agentdots.org/playbooks/monthly-expense-report/
lang: en
---

Playbooks · Money

# Monthly expense report

When a month closes, its receipts become a categorised report with totals.

MonthlyLow stakes

## Paste this into your agent

```
<code>On the first working day of each month, gather the receipts and invoices that reached my email and the receipts folder during the previous month. Build a report in my expenses spreadsheet with the date, supplier, amount, currency and category for each item, then total each category and compare it with the month before. List any receipt you could not categorise instead of guessing. Edit nothing but that spreadsheet, and never pay, approve or mark anything as paid.</code>
```

## What the agent does

1. Collect receipts and invoices from email and the receipts folder
2. Record each item with supplier, amount, currency and category
3. Total the categories and compare them with the previous month
4. List unclear items for your judgement

## Rules to add

- Edits are confined to the one expenses spreadsheet you name
- No payments, approvals or items marked as paid
- Uncertain items are flagged rather than guessed

What you end up with: A finished monthly expense report and a short list of items only you can decide.

## Which agents can do it

- [Dots](https://agentdots.org/agents/dots/) Built for it
- [Gemini Spark](https://agentdots.org/agents/gemini-spark/) Can do it
- [OpenClaw](https://agentdots.org/agents/openclaw/) Can do it

Matching rule sheet

Solo founder

[Rules →](https://agentdots.org/rules/?t=solo-founder)

## More from this area

- [Bill due-date tracker](https://agentdots.org/playbooks/bill-due-dates/)
- [Subscription audit](https://agentdots.org/playbooks/subscription-audit/)
- [Renewal price check](https://agentdots.org/playbooks/renewal-price-check/)