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categorization-rules

Classify financial transactions to General Ledger accounts using decision trees and rule-based logic.

Updated Mar 13, 2026
Search Tags:#bookkeeping#tax preparation#categorization#chart of accounts#gl accounts#expense classification
One-click install
npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill categorization-rules
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: categorization-rules
Source: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/tree/main/plugins/accounting-foundation/skills/categorization-rules
Command: npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill categorization-rules

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides clear decision logic and rules for assigning transactions to the correct General Ledger accounts, ensuring accurate financial reporting and simplifying tax preparation.

Core Features & Use Cases

  • Account Selection Logic: Guides the classification of expenses, revenue, assets, and liabilities based on business purpose and tax treatment.
  • Vendor-to-Account Mapping: Offers patterns for mapping common vendors to appropriate GL accounts.
  • CapEx vs. OpEx Determination: Helps distinguish between capital expenditures and operating expenses.
  • Use Case: When faced with a new vendor payment, use this Skill to determine the correct GL account, whether it's a deductible expense, and if it should be capitalized.

Quick Start

Use the categorization-rules skill to determine the correct GL account for a payment to 'Office Supply Co.' for $150.

Frequently Asked Questions about categorization-rules

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I classify transactions to the correct general ledger accounts for a C-corporation?▼

To classify transactions for a C-corporation, apply decision trees and rule-based logic that map financial transactions to the correct general ledger accounts based on business purpose and Form 1120 tax-line mapping.

What is the best way to determine if a vendor payment is a capital expenditure or operating expense?▼

Determining CapEx versus operating expenses requires evaluating the transaction's business purpose and asset useful life using established decision logic to distinguish capital expenditures from operating expenses accurately.

How do I map common vendors to appropriate GL accounts during bookkeeping?▼

Mapping common vendors to appropriate GL accounts involves applying predefined patterns that match the vendor's primary business service to the correct general ledger account for accurate expense classification.

Can I use this categorization logic to identify deductible versus non-deductible expenses for tax preparation?▼

Yes, the categorization logic identifies deductible versus non-deductible expenses by applying C-corporation framework rules and Form 1120 tax-line mapping to ensure accurate tax treatment and reporting.

Does this expense classification approach support distinguishing between operating, investing, and financing activities?▼

Yes, the expense classification approach supports distinguishing between operating, investing, and financing activities by evaluating transaction characteristics against predefined rules within the C-corporation framework.

What are the limitations of using rule-based logic for chart of accounts categorization?▼

Rule-based logic for chart of accounts categorization requires strict adherence to GL posting preconditions and an understanding of C-corporation tax treatment, limiting its effectiveness for complex or ambiguous transactions without clear vendor mapping.

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