expense-categorization

Categorize transactions into tax-aligned expense categories from receipts, bank exports, and invoices.

4|1|Updated Mar 24, 2026

Search Tags:#audit #categorization #tax #expense #line-items #schedule-c #vendor-mapping

Ready to run

npx skills add https://github.com/Receiptor-AI/bookkeeping-skills --skill expense-categorization-receiptor-ai

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: expense-categorization
Source: https://github.com/Receiptor-AI/bookkeeping-skills/tree/main/skills/expense-categorization
Command: npx skills add https://github.com/Receiptor-AI/bookkeeping-skills --skill expense-categorization-receiptor-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

Assign transactions to tax-aligned expense categories using vendor names, line items, and amounts to support accurate reporting and easier tax prep.

Core Features & Use Cases

Vendor-based auto-categorization maps common vendors to standard Schedule C categories.
Line-item aware handles ambiguous vendors by inspecting receipt details for precise categorization.
Learning from corrections stores user-confirmed mappings to improve future auto-categorization.
Split categorization supports receipts spanning multiple categories and ensures totals align.

Quick Start

Create a categorized view by feeding your receipts and bank exports and instruct the agent to categorize expenses for accurate tax reporting.

Frequently Asked Questions about expense-categorization

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

FAQPage Schema

How do I auto-categorize expenses for tax-ready books?▼

The process maps transactions to standard Schedule C categories using vendor details, line items, and amount patterns. It applies to receipts, bank exports, and invoices to produce audit-ready category mapping.

How does line-item inspection handle ambiguous vendor mapping for receipts?▼

Line-item inspection handles ambiguous vendors by analyzing specific receipt details and amount-pattern signals to assign precise expense categorization, ensuring accurate tax-aligned mapping where vendor names alone are insufficient.

Can I split transactions across multiple Schedule C expense categories?▼

Yes, split categorization supports receipts spanning multiple categories. It automatically allocates line items across different expense categories and ensures the split totals align correctly for audit-ready reporting.

Does expense categorization work with bank exports and invoices, or only receipts?▼

Expense categorization works with bank exports and invoices as well as receipts. It analyzes vendor mapping, line-item details, and amount patterns across all three document types to generate tax-aligned categories.

How do I correct wrong expense categorization and improve future accuracy?▼

You can correct wrong expense categorization by confirming the proper mapping. The system stores user-confirmed corrections to learn vendor mappings and improve the accuracy of future auto-categorization.