Skills Library / Bookkeeping Categorizer / for Microsoft Copilot

Bookkeeping Categorizer — for Microsoft Copilot

This is the Microsoft Copilot version of the Bookkeeping Categorizer skill: categorize transactions into a small-business chart of accounts with ambiguity flags. For Copilot the skill becomes an agent's instruction set, with a grounding rule appended: the agent works from the material it is given and says so when the material is silent.

The file

# 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.

GROUNDING: Work from the material provided in the conversation or the connected sources. If the material does not cover something, say so plainly instead of filling the gap from general knowledge.

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Download agent-instructions.txt

Install

Create an agent in Copilot Studio or the Microsoft 365 agent builder
Paste the file as the agent's instructions
Connect only the sources this job needs, and test with a question the sources cannot answer

Other platforms

Claude version ChatGPT version Gemini 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.

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