Expense Summary

Ephemeral spending overview for a given period. Output directly to chat — no file saving, no Notion DB write. This is the lightweight counterpart to /founder-os:expense:report, optimized for a quick "how much did I spend?" answer.

Load Skills

Read the expense-reporting skill at ${CLAUDE_PLUGIN_ROOT}/skills/expense/expense-reporting/SKILL.md for date range parsing rules, the data aggregation pipeline, and the P11 category taxonomy.

Read the expense-categorization skill at ${CLAUDE_PLUGIN_ROOT}/skills/expense/expense-categorization/SKILL.md for the 14-category taxonomy, classification signals, and confidence scoring — needed when local files lack pre-assigned categories.

Parse Arguments

Extract from $ARGUMENTS:

• [date-range] (optional) — the period to summarize. Accepts all formats defined in the expense-reporting skill's Date Range Parsing section:
  • Explicit: YYYY-MM, Q1 YYYY through Q4 YYYY, YYYY-MM to YYYY-MM
  • Relative: this month, last month, this quarter, last quarter
  • Default when omitted: current calendar month
• --top=N (optional) — maximum number of vendors to display in the Top Vendors table. Default: 10. Minimum: 1.

Resolve the date range into concrete start_date and end_date using the skill's parsing rules. Apply the same validation: reject future end dates beyond today (clamp and note "partial period"), reject end-before-start.

Business Context (Optional)

Check if context files exist at _infrastructure/context/active/. If the directory contains .md files, read business-info.md, strategy.md, and current-data.md. Use this context to personalize output (e.g., prioritize known clients, use correct terminology, align with current strategy). If files don't exist, skip silently.

Step 0: Memory Context

Read the context-injection skill at _infrastructure/memory/context-injection/SKILL.md. Query for memories relevant to the current input (company, contacts, topics detected in arguments). If memories are returned, incorporate them into your working context for this execution.

Data Gathering

Follow the expense-reporting skill's Data Aggregation Pipeline (Steps 1-3) to collect expense data for the resolved date range.

Step 1: Notion Query (Primary)

When Notion MCP is available, search for the "[FOS] Finance" database. If not found, fall back to "Founder OS HQ - Finance". If not found, fall back to searching for the legacy name "Invoice Processor - Invoices". Filter by Type equal to "Invoice" (HQ database only -- skip this filter for legacy DB), Invoice Date within the resolved range, and Approval Status equal to "approved". Extract: Vendor, Amount, Currency, Category, Tax Deductible, Invoice Date.

When Notion is unavailable, skip silently and proceed to Step 2.

Step 2: Local File Scan (Secondary)

Scan the working directory and receipts/ or invoices/ subdirectories for *.csv files containing expense data. Parse rows for date, vendor, amount, and category columns. Skip image and PDF files — this is a summary command, not a processing command.

Step 3: Merge and Deduplicate

Apply the same deduplication rules from the skill: Invoice # match first, then Vendor + Amount + Date (within 3 days). Keep Notion records over local duplicates.

After merging, filter the dataset to only entries where Invoice Date falls within the resolved start_date to end_date.

Aggregation

From the merged dataset, compute:

1. Total spending: Sum of all amounts.
2. Invoice count: Number of unique expense entries.
3. Category aggregation: For each of the 14 P11 categories that has non-zero spend — sum the amount and compute percentage of total. Sort by amount descending.
4. Vendor aggregation: For each unique vendor — sum the total amount and count the number of invoices. Sort by total descending. Keep only the top N vendors (from --top argument).
5. Tax deductible total: Apply the tax deductibility rules from the expense-reporting skill:
   • Fully deductible categories: 100% of amount.
   • Meals: 50% of amount.
   • Travel: 85% of amount (conservative default when line-item split unavailable).
   • Other: excluded from deductible total.
   • Sum = fully deductible amount + partial deductible amount.

Output Format

Display the summary directly in chat. Use this exact structure.

Data Found

## Expense Summary -- [Period Label]

**Total:** $[amount] across [count] invoices

### By Category
| Category | Amount | % |
|:---------|-------:|--:|
| [category] | $[amount] | [pct]% |
| ... | ... | ... |

### Top [N] Vendors
| Vendor | Total | Invoices |
|:-------|------:|---------:|
| [vendor] | $[amount] | [count] |
| ... | ... | ... |

**Tax Deductible:** $[deductible_amount] ([pct]% of total)

Formatting rules:

• Period Label uses human-readable format: "March 2024", "Q1 2024", "January -- March 2024".
• All amounts formatted with dollar sign, commas for thousands, two decimal places (e.g., $12,847.50).
• Percentages to one decimal place (e.g., 33.3%).
• Right-align Amount and percentage columns in tables.
• Omit categories with zero spend from the By Category table (unlike the full report which shows all 14).
• If more vendors exist beyond the top N, add a note after the table: "[M] additional vendors not shown".
• Tax Deductible line shows the combined fully + partial deductible amount and its percentage of total spending.

Partial Period

When the end date was clamped to today, append after the header line:

_Partial period -- data through [today's date]_

No Data Found

## Expense Summary -- [Period Label]

No expenses found for [Period Label]. Run `/founder-os:invoice:process` to import invoices, or check that the date range is correct.

Notion Unavailable

When Notion was skipped, append a note at the bottom of the output:

_Summary from local files only -- Notion data unavailable_

No Persistence

This command does NOT save output to a file or write to a Notion database. It is ephemeral by design. For a full 7-section report with file output and Notion logging, use /founder-os:expense:report.

Final: Memory Update

Read the pattern-detection skill at _infrastructure/memory/pattern-detection/SKILL.md. Log this execution as an observation with: plugin name, primary action performed, key entities (companies, contacts), and output summary. Check for emerging patterns per the detection rules. If a memory reaches the adaptation threshold, append the notification to the output.

Graceful Degradation

Notion MCP unavailable: Continue with local files only. Add the "local files only" note to the output footer.

No data in period: Display the "No expenses found" message. Do not error.

Mixed currencies: Report amounts in the majority currency. Add a note: "[N] entries in other currencies excluded -- run /founder-os:expense:report for full multi-currency handling".

Usage Examples

/founder-os:expense:summary
/founder-os:expense:summary 2024-03
/founder-os:expense:summary Q1 2024
/founder-os:expense:summary "last month"
/founder-os:expense:summary "this quarter" --top=5
/founder-os:expense:summary "last quarter" --top=20