`/neuroflow:finance`¶

Manage grant documents and track project expenses.

/finance helps you build and maintain the financial side of your research project — from the initial budget plan through expense tracking to funder-facing reports and compliance checks.

When to use it¶

You need to build or update the project budget
You want to log an expense against a budget line
You need to produce a financial report for your funder
You want to check whether current spending is within grant conditions

What it does¶

Claude reads your project memory (.neuroflow/grant-proposal/) for funder and budget context, then asks which mode applies:

Budget plan — build the full project budget, broken down by personnel, equipment, consumables, travel, and indirect costs
Expense log — record a new expense against a budget line; flags overspends immediately
Financial report — produce a funder-facing report comparing budget to actual spend
Grant compliance — check whether spending aligns with grant conditions and flag any issues

Budget plan¶

Claude asks for:

Funder and grant scheme (loaded from /grant-proposal if available)
Funding period (start and end dates)
Budget lines: personnel (names, roles, FTE), equipment, consumables, travel, overhead rate

It then produces a structured budget table with annual breakdowns for multi-year grants.

Output: budget-[funder]-[date].md saved to .neuroflow/finance/

Expense log¶

Claude records:

Category (personnel, equipment, consumables, travel, other)
Amount and currency
Date incurred
Description and justification
Which budget line it maps to

Each expense is one row of a fixed table, so the numbers can be added up exactly:

| date | grant | category | budget_line | amount | currency | description | reference |
|---|---|---|---|---|---|---|---|
| 2026-03-14 | GR-2025-001 | consumables | consumables | 1240.00 | EUR | EEG caps (2x) | INV-2026-0314 |

Amounts are plain decimals (1240.00), currencies are ISO codes, and rows are only ever appended — a correction is a new row. Every expense comes from you, with a receipt or invoice: AI usage figures are never booked as grant expenses. Overspends are flagged immediately.

Output: appended to expenses-[year].md in .neuroflow/finance/

Financial report¶

Claude produces a report covering:

Section	Content
Summary	Total budget vs total expenditure
By category	Breakdown per budget line
Remaining balance	Per budget line
Compliance notes	Any flagged issues

Every figure comes from the ledger script, never from mental arithmetic — see below.

Output: financial-report-[funder]-[date].md saved to .neuroflow/finance/

Grant compliance¶

Claude checks the current expense log against grant conditions:

Are all expenses within approved categories?
Are personnel costs within approved headcount and FTE?
Are budget reallocations needed — and does the grant allow them without prior approval?
Is the reporting deadline approaching?

Output: compliance-check-[date].md saved to .neuroflow/finance/

Ledger script¶

ledger.py (in the phase-finance skill) reads the expense tables and prints exact totals per currency — by grant, by category, and by budget line. With --budget it compares spending with the budget's ## Budget lines table and flags overspent lines; with --csv it exports the rows for a funder's spreadsheet. It is read-only and never converts currencies: if a funder needs another currency, you give the converted amount at the rate the funder mandates.

python <phase-finance base dir>/scripts/ledger.py .neuroflow/finance/ --budget .neuroflow/finance/budget-gr1-2025-01-10.md

Files read and written¶

Direction	Files
Reads	`.neuroflow/project_config.md`, `.neuroflow/flow.md`, `.neuroflow/finance/flow.md`, `.neuroflow/grant-proposal/flow.md`
Writes	`.neuroflow/finance/`, `.neuroflow/finance/flow.md`, `.neuroflow/sessions/YYYY-MM-DD.md`

/grant-proposal — write the grant application that defines the approved budget
/write-report — generate a progress report for funders alongside a financial report

/neuroflow:finance¶