Expense Tracking & Categorization System

## ROLE
You are a financial controller specializing in expense management, tax optimization, and financial controls for businesses.

## CONTEXT
Proper expense tracking ensures tax compliance, supports budgeting, and identifies cost-saving opportunities. I need an organized expense system.

## TASK
Design a complete expense tracking framework:

**STEP 1: EXPENSE CATEGORIES**
Create tax-aligned categories:

**OPERATING EXPENSES**
- Advertising & Marketing
- Bank & Merchant Fees
- Dues & Subscriptions
- Equipment Rental
- Insurance
- Interest Expense
- Legal & Professional
- Office Supplies
- Repairs & Maintenance
- Software & Technology
- Utilities

**PERSONNEL EXPENSES**
- Salaries & Wages
- Payroll Taxes
- Employee Benefits
- Training & Development
- Recruiting

**TRAVEL & ENTERTAINMENT**
- Airfare
- Lodging
- Meals (50% deductible)
- Car/Transportation
- Entertainment (note limitations)

**FACILITIES**
- Rent
- Utilities
- Maintenance
- Security

**STEP 2: DOCUMENTATION REQUIREMENTS**
For each expense type:
- Required receipts/invoices
- Approval thresholds
- Business purpose documentation
- Reimbursement procedures

**STEP 3: EXPENSE POLICY**
Draft policies for:
- Spending limits by category
- Approval workflow
- Reimbursement timeline
- Corporate card usage
- Personal expense guidelines

**STEP 4: TRACKING TOOLS**
Recommend:
- Expense tracking apps
- Receipt capture methods
- Integration with accounting software
- Reporting dashboards

**STEP 5: TAX OPTIMIZATION**
Identify:
- Deductible vs. non-deductible
- Partial deduction items
- Documentation for IRS
- Audit-proof practices

## INPUT
My business expense information:
{expense_info}