bookkeeping-categorization

bookkeeping-categorization is a skill for Claude Code from mohitagw15856/pm-claude-skills. It costs 91 tokens per session (961 once invoked), scanned A, original, MIT.

A bookkeeping aid for creating a chart of accounts and rules for sorting business transactions. A chart of accounts is a labelled list of categories used to organize income, expenses, assets, and other entries.

In plain words
What is it for?
It helps organize a business's accounts and decide where common or unusual transactions should be recorded, with examples and items to confirm with an accountant.
Why use it?
It reduces inconsistent categorization, which can make financial records difficult to compare and review.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the pm-accounting plugin — 6 skills shipped together

Good fit It helps organize a business's accounts and decide where common or unusual transactions should be recorded, with examples and items to confirm with an accountant.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/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 · 1,449 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.

Any agent
npx skills add mohitagw15856/pm-claude-skills --skill bookkeeping-categorization
Clone the repo
git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills

Made for: Claude Code.

Or install pm-accounting, the plugin that ships this one along with the rest of its 6 skills.

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/skills/mohitagw15856/pm-claude-skills/bookkeeping-categorization/github.svg)](https://agentmods.dev/skills/mohitagw15856/pm-claude-skills/bookkeeping-categorization)
Your own site
<a href="https://agentmods.dev/skills/mohitagw15856/pm-claude-skills/bookkeeping-categorization"><img src="https://agentmods.dev/badge/skills/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/skills/mohitagw15856/pm-claude-skills/bookkeeping-categorization"><img src="https://agentmods.dev/badge/skills/mohitagw15856/pm-claude-skills/bookkeeping-categorization.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 91 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 961 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 $0.00091 $0.00961
Opus 5.5 $0.00036 $0.00384
Sonnet 5.5 $0.00018 $0.00192
Haiku 4.5 $0.00009 $0.00096

Measured 2d ago against content hash c358f2572654, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, 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 2d 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.

plugins/pm-accounting/skills/bookkeeping-categorization/SKILL.md · 76 lines

How it starts

The opening of the file, as written. The whole thing — 76 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 · 76 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. 2d ago First seen · 76 lines · 91 tokens per session scan A c358f2572654

Subscribe to this mod's changes

bookkeeping-categorization is a skill published in the GitHub repository mohitagw15856/pm-claude-skills (1,449 stars, last pushed today), licensed MIT. It adds 91 tokens to every session and 961 once invoked, about $0.0004 per session on Opus 5.5. 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 2026-10-12.

Related

Other skills, from other repositories

local-ai-agents

Build local-first AI agents that run entirely on a developer workstation with Microsoft Foundry Local and Qwen function-calling models. Covers Small Language Models (SLMs), the OpenAI-compatible local endpoint, sandboxed local tools, local RAG with Chroma, local MCP servers, hybrid cloud/local routing, and the…

microsoft/ai-agents-for-beginners · 200 tokens

systematic-debugging

Use when encountering any bug, test failure, or unexpected behavior, before proposing fixes.

obra/superpowers · 21 tokens

next-cache-components-adoption

Turn on Cache Components in a Next.js app and resolve the blocking routes it surfaces. Use when the user wants to enable, adopt, or migrate to Cache Components, flip the cacheComponents flag, work through a flood of blocking-prerender / instant validation errors, run the cache-components-instant-false codemod, or…

vercel/next.js · 95 tokens

chat-pet-sprite-creation

Use when creating or changing VS Code chat pet sprite art, sprite sheets, state animations, eye treatments, Stable/Insiders variants, or pet transitions under src/vs/workbench/contrib/chat/browser/widget/media/chatPet.

microsoft/vscode · 53 tokens

cpu-profile-analysis

Analyze V8/Chrome CPU profiles (.cpuprofile) and DevTools trace files (Trace-.json). Use when: profiling performance, investigating slow functions, comparing code paths, finding bottlenecks, analyzing timeToRequest, understanding call trees from sampling profiler data, analyzing layout/paint/rendering, investigating…

microsoft/vscode · 71 tokens

insight-error-page

Write or audit an insight-kind error page for the Next.js dev overlay. Use when creating a new errors/ .mdx page, auditing an existing one, or checking that a page matches the framework fix cards. Covers page structure, title alignment, FixCard cards with Copy prompt button, code snippets, terminology verification…

vercel/next.js · 83 tokens