bookkeeping-categorization
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.
npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# 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…),
- Working from a brief
- Required Inputs
- Output Format
- Bookkeeping Setup: [business]
- Quality Checks
- Anti-Patterns
- Based On
What does the bookkeeping-categorization skill do?
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.
How do I install it?
Run `npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From mohitagw15856/pm-claude-skills, a repository with 1,255 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.