categorize-my-transactions
CommunityDraft QuickBooks/Xero-ready transaction categorizations
Finance & Accounting#bookkeeping#chart of accounts#xero#quickbooks#transaction categorization#csv ingestion#accounting rules
Authorakiotanaka847
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: categorize-my-transactions Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#categorize-my-transactions Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.