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Nonprofit Cost Auditor

Install guide

About five minutes. These steps follow Anthropic's help pages as of October 30, 2026; if a menu has moved, their pages are the source.

Requirements

  • A Claude account on a plan with skills. Anthropic lists Free, Pro, Max, Team and Enterprise (Using skills in Claude).
  • Code execution turned on. Skills need it, and Anthropic says it's on by default for individual plans (Create and edit files).
  • Team and Enterprise: an owner must allow skills and code execution in Organization settings > Plugins & skills (Policy tab). An owner can also add the skill for everyone (provisioning skills).
  • Claude on the web (claude.ai). Skills you enable there also load in Claude Code when you sign in with the same account.

Steps

  1. Download the ZIP from the link in your purchase email. Keep it zipped: Claude wants the ZIP itself. Its name is nonprofit-cost-auditor.zip.
  2. Check code execution. Settings > Capabilities, turn on "Code execution and file creation". Newer layouts call it "Create and edit files".
  3. Upload the skill. Go to Customize > Skills, click "+", then "+ Create skill", then "Upload a skill", and choose the ZIP.
  4. Turn it on. Make sure "nonprofit-cost-auditor" shows as enabled in your skills list.
  5. Start a new chat, attach your expense export, and paste the starter prompt below.

Starter prompt

Copy this, fill in the brackets, and attach your file:

Use the Nonprofit Cost Auditor to review the attached expenses and find savings. We're a [charity / church / arts nonprofit...] called [name], and the file covers [the last 12 months].

Claude will ask a few follow-up questions, then write the report. No file handy? Try the sample expense file (CSV) first.

Getting a good export

  • QuickBooks Online: Reports, then "Transaction Detail by Account" (or "Expenses by Vendor Detail"), set the dates to the last 12 months, then Export to Excel or CSV.
  • A bank or card: download the statement as CSV for the last 12 months.
  • No export? Type your subscriptions with what you pay and how often (for example "Zoom, $16.99, monthly").

Troubleshooting

"Skill folder name doesn't match the skill name" or "Missing required SKILL.md"
The ZIP was unzipped and zipped again, or renamed inside. Upload the original ZIP from your email; download a fresh copy if needed.
There's no Skills section, or no upload button
Turn on code execution (step 2). On Team or Enterprise, ask an owner to enable skills.
Claude doesn't use the skill
Name it in your message: "Use the Nonprofit Cost Auditor...". Check that it's enabled under Customize > Skills.
"openpyxl isn't installed" for an Excel file
Claude can often install it when your plan allows package downloads. If it can't, save the sheet as CSV and attach that instead.
Claude says it couldn't check vendors' current pages
Your plan or organization has web access off. The report still works, using our library's check dates; check the program pages yourself before you act.
The report misses a vendor you know is in the library
Card statements abbreviate names. Tell Claude: "That 'INTUIT *QBOOKS' charge is QuickBooks Online," and it reruns with the link.

Still stuck? Help and support.

Sources: Using skills in Claude, How to create custom skills, Create and edit files with Claude, all checked October 30, 2026. Claude is Anthropic's product; NonProfitSaver isn't affiliated with Anthropic.