Finance Ops
ericosiu/ai-marketing-skills
AI-powered financial analysis suite. An agent skill from ericosiu/ai-marketing-skills.
Set up a chart of accounts and rules for categorizing transactions.
Install Bookkeeping Categorization
$ npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install mohitagw15856/pm-claude-skills bookkeeping-categorization --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bookkeeping-categorization .claude/skills/bookkeeping-categorization && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bookkeeping-categorization" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/bookkeeping-categorization into .claude/skills/bookkeeping-categorization/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bookkeeping-categorization", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/bookkeeping-categorizationType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install mohitagw15856/pm-claude-skills bookkeeping-categorization --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bookkeeping-categorization .agents/skills/bookkeeping-categorization && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bookkeeping-categorization" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/bookkeeping-categorization into .agents/skills/bookkeeping-categorization/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bookkeeping-categorization", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install mohitagw15856/pm-claude-skills bookkeeping-categorization --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bookkeeping-categorization .cursor/skills/bookkeeping-categorization && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bookkeeping-categorization" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/bookkeeping-categorization into .cursor/skills/bookkeeping-categorization/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bookkeeping-categorization", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/mohitagw15856/pm-claude-skills.git --path skills/bookkeeping-categorization--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install mohitagw15856/pm-claude-skills bookkeeping-categorization --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bookkeeping-categorization .gemini/skills/bookkeeping-categorization && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bookkeeping-categorization" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/bookkeeping-categorization into .gemini/skills/bookkeeping-categorization/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bookkeeping-categorization", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install mohitagw15856/pm-claude-skills bookkeeping-categorizationInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bookkeeping-categorization .github/skills/bookkeeping-categorization && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bookkeeping-categorization" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/bookkeeping-categorization into .github/skills/bookkeeping-categorization/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bookkeeping-categorization", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install mohitagw15856/pm-claude-skills bookkeeping-categorization --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bookkeeping-categorization .opencode/skills/bookkeeping-categorization && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bookkeeping-categorization" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/bookkeeping-categorization into .opencode/skills/bookkeeping-categorization/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bookkeeping-categorization", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
bookkeeping-categorization- GitHub stars
- 1.4k
- Token cost
- ~1.1k tokens
- SKILL.md length
- 525 words
- Files
- 1
- Skills in repo
- 1,348
- Repo updated
- First seen
- Licence
- MIT
At a glance
Set up a chart of accounts and rules for categorizing transactions.
- Asked how to categorize expenses/transactions
- SKILL.md covers Working from a brief, Required Inputs, Output Format and Quality Checks, plus 3 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
- Set up a chart of accounts
What it does
Bookkeeping Categorization is an agent skill from mohitagw15856/pm-claude-skills. Set up a chart of accounts and rules for categorizing transactions. Use when asked how to categorize expenses/transactions, set up a chart of accounts, organize bookkeeping, or sort bank transactions into the right buckets. Produces a practical chart of accounts for the business, categorization rules with examples and edge cases, and a clean-books routine — so the books are consistent and ready for an accountant. Not tax/accounting advice.
Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Accounting and bookkeeping. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.
When your agent uses it
- Asked how to categorize expenses/transactions
- Set up a chart of accounts
- Organize bookkeeping
- Sort bank transactions into the right buckets
Example prompts
- “/bookkeeping-categorization”
What it can do on your machine
Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Bookkeeping Categorization loads about 1.1k tokens when it runs. Until then it costs about 118 tokens; SKILL.md has 525 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 525 words, ~1,113 tokens.
Download SKILL.mdSave it as
.claude/skills/bookkeeping-categorization/SKILL.md (or your agent's skills folder).- name
- bookkeeping-categorization
- description
- Set up a chart of accounts and rules for categorizing transactions. Use when asked how to categorize expenses/transactions, set up a chart of accounts, organize bookkeeping, or sort bank transactions into the right buckets. Produces a practical chart of accounts for the business, categorization rules with examples and edge cases, and a clean-books routine — so the books are consistent and ready for an accountant. Not tax/accounting advice.
Bookkeeping Categorization Skill
Messy books come from inconsistent categorization — the same expense landing in three different buckets. This skill sets up a sensible chart of accounts for the business and clear rules for where each kind of transaction goes (with the tricky cases called out), so the books stay clean, comparable month to month, and easy for an accountant to work from.
Note: this is an organizational aid, not tax or accounting advice. The correct treatment of specific expenses (deductibility, capitalization vs. expense, tax categories) depends on jurisdiction and your situation — confirm categories and tax handling with a qualified accountant. Never assert tax deductibility.
Working from a brief
Given "help me categorize my freelance business expenses", produce a usable chart of accounts and rules anyway — infer the relevant categories for that business type and give examples, marking anything tax-sensitive (confirm with your accountant). Never state what's tax-deductible as fact.
Required Inputs
Ask for these only if they aren't already provided (else infer and label):
- The business — type (freelance, agency, SaaS, retail…), size, and accounting basis (cash/accrual) if known.
- The tool — QuickBooks, Xero, a spreadsheet, etc. (so categories map to it).
- Typical transactions — the kinds of income and expenses that recur, and any that are confusing.
- Goal — clean monthly books, tax prep readiness, or clearer reporting.
Output Format
Bookkeeping Setup: [business]
1. Chart of accounts — a practical category list grouped by type:
- Income (sales/services, other income), COGS / direct costs, Operating expenses (the recurring categories for this business — software, contractors, marketing, rent, travel, etc.), Owner/Equity, and Other (taxes, fees).
| Category | Type | What goes here | Examples |
|---|
2. Categorization rules — clear "if it's X, it goes in Y" rules, including the edge cases that cause inconsistency:
- mixed personal/business, software vs. equipment, contractor vs. payroll, meals vs. entertainment, a refund, a transfer (not income), owner's draw (not an expense), etc. — each flagged (confirm tax treatment with your accountant) where relevant.
3. Clean-books routine — a simple monthly cadence: reconcile to the bank, review uncategorized, fix miscategorized, and what to hand your accountant.
4. Watch-outs — the common mistakes (treating transfers as income, mixing personal, capitalizing vs. expensing) and a reminder to confirm tax categories professionally.
Show full SKILL.md (167 more words)Show less
Quality Checks
- The chart of accounts fits the specific business type and isn't bloated with irrelevant categories
- Rules cover the edge cases that actually cause inconsistency (transfers, owner's draw, refunds, mixed use)
- Examples make each category unambiguous
- Categories map to the tool the user uses
- A repeatable monthly clean-books routine is included
- Tax-sensitive treatments are flagged to confirm — deductibility is never asserted
Anti-Patterns
- Do not assert what's tax-deductible — flag tax treatment for a qualified accountant
- Do not create an over-complex chart of accounts — more buckets means more miscategorization
- Do not treat transfers, owner's draws, or refunds as income/expenses — call these out explicitly
- Do not leave the edge cases unaddressed — that's where books get messy
- Do not present this as accounting advice — it organizes; the accountant certifies
Based On
Bookkeeping practice — fit-for-purpose charts of accounts, consistent categorization rules with edge cases, and a monthly reconciliation routine.
Example Trigger Phrases
- "How to categorize expenses/transactions?"
- "Set up a chart of accounts."
- "Organize bookkeeping."
- "Sort bank transactions into the right buckets."
© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in skills/bookkeeping-categorization of mohitagw15856/pm-claude-skills.
Open the folder on GitHubat commit 1cbf1f0
Compare with similar skills
Bookkeeping Categorization next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bookkeeping Categorization this skillmohitagw15856/pm-claude-skills | 1.4k | — | ~1.1k | Automated safety check: Pass | MIT | |
| Finance Opsericosiu/ai-marketing-skills | 3.6k | 1 repos | ~1.4k | Automated safety check: Pass | MIT | |
| Sync Upstreamnyaruka/phonenumbers | 1.6k | — | ~2.8k | Automated safety check: Pass | MIT | |
| Radiology Tablehuang-sir1/radiology-skills | 1.9k | — | ~1.3k | Automated safety check: Pass | Custom licence | |
| ERPClaw ERP Controlleravansaber/erpclaw | 114 | — | ~18k | Automated safety check: Pass | GPL-3.0 | |
| Odoo Agency Fleet Reviewerpipe-org/mcp-odoo | 421 | — | ~699 | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Bookkeeping Categorization
What does Bookkeeping Categorization do?
Set up a chart of accounts and rules for categorizing transactions. Bookkeeping Categorization is an agent skill from mohitagw15856/pm-claude-skills. Set up a chart of accounts and rules for categorizing transactions.
When should I use Bookkeeping Categorization?
Bookkeeping Categorization fits situations like: asked how to categorize expenses/transactions; set up a chart of accounts; organize bookkeeping; sort bank transactions into the right buckets.
How do I install Bookkeeping Categorization in Claude Code?
Run `npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a claude-code`. Or copy the skill folder (skills/bookkeeping-categorization in mohitagw15856/pm-claude-skills) into .claude/skills/bookkeeping-categorization in your project. Claude Code loads it when a task matches its description.
How do I install Bookkeeping Categorization in Codex?
Run `npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a codex`. Or copy the skill folder (skills/bookkeeping-categorization in mohitagw15856/pm-claude-skills) into .agents/skills/bookkeeping-categorization in your project. Codex loads it when a task matches its description.
Can I use Bookkeeping Categorization in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bookkeeping-categorization, .gemini/skills/bookkeeping-categorization, .github/skills/bookkeeping-categorization and .opencode/skills/bookkeeping-categorization in your project.
What does Bookkeeping Categorization need to run?
SKILL.md names no scripts, command-line tools or credentials: Bookkeeping Categorization is instructions for the agent only.
Does Bookkeeping Categorization access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Bookkeeping Categorization safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Bookkeeping Categorization use?
Bookkeeping Categorization is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Bookkeeping Categorization use?
About 1.1k tokens (SKILL.md is roughly 4.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Bookkeeping Categorization?
Skills that share tags, products or a category with Bookkeeping Categorization: Finance Ops (ericosiu/ai-marketing-skills, 3.6k stars), Sync Upstream (nyaruka/phonenumbers, 1.6k stars), Radiology Table (huang-sir1/radiology-skills, 1.9k stars) and ERPClaw ERP Controller (avansaber/erpclaw, 114 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Bookkeeping Categorization?
mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,433 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 8, 2026.
Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.