categorize-my-transactions

Name: categorize-my-transactions
Availability: InStock
Author: akiotanaka847

Categorize pending bookkeeping transactions into ready, review, and suspense buckets.

2|Updated May 8, 2026

Search Tags:#bookkeeping #chart of accounts #xero #quickbooks #transaction categorization #csv ingestion #accounting rules

Ready to run

npx skills add https://github.com/akiotanaka847/qaio-desktop --skill categorize-my-transactions

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: categorize-my-transactions
Source: https://github.com/akiotanaka847/qaio-desktop/tree/main/store/agents/bookkeeping/.agents/skills/categorize-my-transactions
Command: npx skills add https://github.com/akiotanaka847/qaio-desktop --skill categorize-my-transactions

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It turns pending bookkeeping transactions (from QuickBooks/Xero queues, a CSV drop, or pasted tables) into a review-ready batch with high-confidence categorization, clear suspense handling, and rule suggestions.

Core Features & Use Cases

Categorizes pending transactions in batches: groups results into Ready, Needs Review, and Suspense.
Respects your locked chart of accounts: never invents account codes; anything uncertain (< 0.90 confidence) goes to Suspense.
Learns from prior runs (when safe): persists only high-confidence mappings to reduce future questions.

Quick Start

Ask it to categorize your pending transactions using your connected QuickBooks or Xero queue, or by dropping a CSV of uncategorized items.

Frequently Asked Questions about categorize-my-transactions

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

FAQPage Schema

How do I categorize uncategorized bookkeeping transactions in QuickBooks or Xero?▼

To categorize uncategorized transactions, this Skill processes pending items from QuickBooks or Xero queues, applying party canonicalization and prior-year memory against a locked chart of accounts to generate a review-ready batch.

Can I import a CSV file of bank transactions for automated categorization?▼

Yes, you can import a CSV file of bank transactions for automated categorization. The Skill ingests CSV drops or pasted tables, applies exact rule matching, and separates transactions into Ready, Needs Review, and Suspense buckets.

How does automated transaction categorization handle uncertain entries?▼

Automated transaction categorization handles uncertain entries by routing any transaction with less than 0.90 confidence to a Suspense bucket, ensuring no account codes are invented outside your locked chart of accounts.

Does the transaction categorization process learn from previous bookkeeping runs?▼

Yes, the transaction categorization process learns from previous bookkeeping runs by persisting only high-confidence account-code mappings, reducing future questions and building an evolving party ruleset.

What is the best way to add new accounting rules for recurring transactions?▼

The best way to add new accounting rules is using mode=rule-add with Composio integration support, which optionally upserts verified party rules to automate future categorization of recurring transactions.

How to process transaction review batches without inventing account codes?▼

To process transaction review batches without inventing account codes, the Skill validates mappings against a locked chart of accounts, categorizing only verified entries and isolating uncertain items into suspense indexes.