categorize-my-transactions

categorize-my-transactions is a skill for Claude Code, Codex from akiotanaka847/qaio-desktop. It costs 123 tokens per session (2,248 once invoked), scanned A, original, MIT.

A review batch that assigns pending payments and deposits to categories in QuickBooks, Xero, a CSV file, or pasted data. Items are grouped as ready, needing review, or Suspense, which is a temporary holding category for uncertain items.

In plain words
What is it for?
Use it to categorize uncategorized transactions, review accounting queues, apply saved rules, and set a lasting category rule for a recurring vendor.
Why use it?
It reduces manual categorization and keeps low-confidence decisions from being silently recorded in the wrong account.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: installed under .agents/ (shared by several agents).

Good fit Use it to categorize uncategorized transactions, review accounting queues, apply saved rules, and set a lasting category rule for a recurring vendor.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/akiotanaka847/qaio-desktop/categorize-my-transactions
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.

Any agent
npx skills add akiotanaka847/qaio-desktop --skill categorize-my-transactions
Clone the repo
git clone --depth 1 https://github.com/akiotanaka847/qaio-desktop

Made for: Claude Code, Codex.

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 categorize-my-transactions

README.md
[![agentmods](https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/categorize-my-transactions/github.svg)](https://agentmods.dev/skills/akiotanaka847/qaio-desktop/categorize-my-transactions)
Your own site
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/categorize-my-transactions"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/categorize-my-transactions/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 categorize-my-transactions

Your own site · 80×15
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/categorize-my-transactions"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/categorize-my-transactions.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 123 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,248 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 $0.00123 $0.02248
Opus 5 $0.00062 $0.01124
Sonnet 5 $0.00025 $0.00450
Haiku 4.5 $0.00012 $0.00225

Measured 11d ago against content hash 8d74c66ecfbc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

categorize-my-transactions 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 11d 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.

store/agents/bookkeeping/.agents/skills/categorize-my-transactions/SKILL.md · 103 lines

How it starts

The opening of the file, as written. The whole thing — 103 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Categorize My Transactions

The ongoing companion to the statements pipeline: I take pending transactions from your QuickBooks or Xero queue, a CSV, or a pasted table, and produce a review-ready batch grouped into Ready, Needs Review, and Suspense. Two invariants: your chart of accounts is locked for the run, and anything below 0.90 confidence goes to Suspense rather than silent pushthrough.

Drafts only: I categorize, flag, and write the review batch. You or your accountant post to QuickBooks or Xero.

When to use

  • "categorize these pending transactions" / "review QuickBooks Online's pending queue" / "clean up Xero's uncategorized tray".
  • Fresh CSV of pending items dropped at agent root or transactions/_inbox/.
  • mode=rule-add - "make 'Stripe Fee' always go to 6700 going forward" / "lock 'AWS' to 6210 so you stop asking".
  • Called by process-my-statements at end-of-run for rows that came out uncategorized - optional handoff.

Connections I need

I run external work through Composio. Before this skill runs I check that the categories below are linked. Missing → I name the category, ask you to connect it from the Integrations tab, stop.

  • QuickBooks Online or Xero (accounting) — preferred source for the live pending / uncategorized queue. Required if you want me to pull pending items directly.
  • Stripe (billing) — optional, helps me categorize processor fees and payouts when they show up in the queue.

If no accounting tool is connected I fall back to a dropped CSV or pasted table. If you have nothing to share I stop and ask you to connect QuickBooks or Xero, or drop a CSV of pending items.

Information I need

I read your bookkeeping context first. For every required field that's missing I ask ONE plain-language question (best modality: connected app > file drop > URL > paste) and wait.

  • A chart of accounts — Required. Why: I lock it during the run; every category I assign has to come from your chart of accounts, never invented. If missing I ask: "Do we have a chart of accounts yet? If not, let's draft one first, it only takes a few minutes."
  • A finished bookkeeping context — Required. Why: I need your accounting method, suspense code, and registered accounts to categorize correctly. If missing I ask: "Have we set up the books yet? If not, run the setup once so I know your fiscal year, accounting method, and registered accounts."
  • The pending transactions to review — Required. Why: I can't categorize what I can't see. If missing I ask: "Where are the pending transactions, in QuickBooks or Xero, in a CSV you can drop, or pasted into chat?"
  • Vendor rules from a prior period — Optional. Why: lets me match new charges to known vendors and skip asking you the same question twice. If you don't have it I keep going and learn from this run.

Read the full file on GitHub · 103 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. 11d ago First seen · 103 lines · 123 tokens per session scan A 8d74c66ecfbc

Subscribe to this mod's changes

categorize-my-transactions is a skill published in the GitHub repository akiotanaka847/qaio-desktop (2 stars, last pushed 7d ago), licensed MIT. It adds 123 tokens to every session and 2,248 once invoked, about $0.0006 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 2026-08-31.