BC
Bookkeeping Categorization
🔵 Stable🕐 updated 2026-06-30
🔷 SkillSpec L3
pm-accounting
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.
What to give it
▸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.
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓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
⚠️ What it refuses to do
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
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcpRelated skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="bookkeeping-categorization"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Bookkeeping Categorization is one of 750 open-source professional AI agent skills — all SkillSpec L3.
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