bookkeeping-categorization

bookkeeping-categorization is a cursor rule for Cursor from mohitagw15856/pm-claude-skills. It costs 85 tokens per session (922 once invoked), scanned A, original, MIT.

A bookkeeping guide that creates a chart of accounts and rules for putting transactions into consistent categories. A chart of accounts is the list of buckets used to organize a business’s income, spending, assets, and liabilities.

In plain words
What is it for?
Organizing business books, categorizing bank transactions, creating account lists, and documenting examples and tax-sensitive cases for review.
Why use it?
Inconsistent categorization makes financial records difficult to compare and hand over to an accountant. Clear rules reduce uncertainty, especially for transactions that could fit more than one bucket.

Cursor rule for Cursor

Written for Cursor: a Cursor rule (.mdc).

Good fit Organizing business books, categorizing bank transactions, creating account lists, and documenting examples and tax-sensitive cases for review.

Compare 6 cursor rules from other repositories ↓
Install with agentmods
npx agentmods add rules/mohitagw15856/pm-claude-skills/bookkeeping-categorization
About the project

PM Skills is a collection of plain-Markdown instructions that teach AI assistants structured methods for handling professional, personal, and life-admin tasks. People use it with Claude, ChatGPT, Gemini, Cursor, Codex, and other supported agents for work such as writing product requirements, reviewing documents, or planning difficult situations.

mohitagw15856/pm-claude-skills · 1,357 stars · on GitHub · mohitagw15856.github.io

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills

Made for: Cursor.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for bookkeeping-categorization

README.md
[![agentmods](https://agentmods.dev/badge/rules/mohitagw15856/pm-claude-skills/bookkeeping-categorization/github.svg)](https://agentmods.dev/rules/mohitagw15856/pm-claude-skills/bookkeeping-categorization)
Your own site
<a href="https://agentmods.dev/rules/mohitagw15856/pm-claude-skills/bookkeeping-categorization"><img src="https://agentmods.dev/badge/rules/mohitagw15856/pm-claude-skills/bookkeeping-categorization/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for bookkeeping-categorization

Your own site · 80×15
<a href="https://agentmods.dev/rules/mohitagw15856/pm-claude-skills/bookkeeping-categorization"><img src="https://agentmods.dev/badge/rules/mohitagw15856/pm-claude-skills/bookkeeping-categorization.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 85 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 922 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00085 $0.00922
Opus 5 $0.00043 $0.00461
Sonnet 5 $0.00017 $0.00184
Haiku 4.5 $0.00009 $0.00092

Measured 9d ago against content hash eacd443cd2bc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

bookkeeping-categorization scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

exports/cursor/pm-accounting/bookkeeping-categorization/bookkeeping-categorization.mdc · 70 lines

How it starts

The opening of the file, as written. The whole thing — 70 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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.

Read the full file on GitHub · 70 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 70 lines · 85 tokens per session scan A eacd443cd2bc

Subscribe to this mod's changes

bookkeeping-categorization is a cursor rule published in the GitHub repository mohitagw15856/pm-claude-skills (1,357 stars, last pushed today), licensed MIT. It adds 85 tokens to every session and 922 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.