Individual skill
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.
skills/bookkeeping-categorization/SKILL.md
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- Last checked
- Nov 9, 2026
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- License
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# 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