Skills Library / Bookkeeping Categorizer / for Claude

Bookkeeping Categorizer — for Claude

This is the Claude version of the Bookkeeping Categorizer skill: categorize transactions into a small-business chart of accounts with ambiguity flags. This is the native form: a SKILL.md file. Claude reads the description to decide when the skill applies, then follows the body.

The file

---
name: bookkeeping-categorizer
description: Categorize business transactions for bookkeeping. Use when given transaction lists, statements, or receipts.
---

# Bookkeeping Categorizer
## Inputs
Transactions (date, description, amount), the business type, and any existing categories to respect.

## Procedure
1. Assign each transaction a category from a standard small-business chart of accounts (income, cost of goods, rent, utilities, software, marketing, travel, meals, professional services, taxes, owner draws, transfers).
2. Transfers between the business's own accounts are marked TRANSFER, never income or expense.
3. Ambiguous descriptions get the most likely category plus an AMBIGUOUS flag and the question that resolves it.

## Deliverable
The categorized table in the input order: Date | Description | Amount | Category | Flag.
A summary: totals per category, and the count and total of ambiguous items.

## Standards
- Personal-looking expenses in a business list are flagged OWNER? for the user to decide, never silently categorized.
- Amounts are never altered or rounded.

✎ Editable — click in, customize or extend this prompt, then copy. Your edits copy with it.Take this prompt into the Generator and customize it to your own specification →

Download SKILL.md

Install

Create the folder .claude/skills/bookkeeping-categorizer/ in your project (or ~/.claude/skills/ for all projects)
Save the file as SKILL.md inside it
Start a new session and present the task - the skill triggers from its description

Other platforms

ChatGPT version Gemini version Microsoft Copilot version Qwen & Kimi version Local Models version

Canonical version and the skill's full description: Bookkeeping Categorizer. The underlying procedure is identical on every platform - only the packaging differs, because each model takes its skills its own way.

Mpromp2 — the AI Prompt Generator. Every guide and skill file here is free to use, including commercially.