Money / M02
FreeCategorize my expenses
Drop a CSV; get clean categories and the three lines that look weird.
For
Solo, small biz
Time per use
3 min
Format
.md and .skill
How to use it
- 1.Open ChatGPT or Claude.Either works. The skill is just text.
- 2.Copy this skill from the free shelf.One click; no install, no setup.
- 3.Paste it as your first message.The assistant now knows how to do this one job.
- 4.Give it your specifics, get the result.Roughly 3 min, every time you need it.
Skill filem02-categorize-my-expenses.skill.md1.1 KB
Run once
Advanced
Install permanently ↓Sensitive skills copy first and open a blank chat, so your filled context does not travel in the URL.
Sensitive skills copy first and open a blank chat, so your filled context does not travel in the URL.
Fill the blanks first.
Add context before you run it. These fields update the preview and ChatGPT/Claude buttons instantly.
IncludePaste numbers, statements, options, transaction notes, pricing, terms, or rough amounts.
IncludeWhat are you trying to understand, compare, audit, or decide?
IncludeConservative, balanced, aggressive, cash-flow sensitive, unsure, or other.
IncludeDeadlines, tax context, budget, income timing, household context, or questions for a professional.
Install as agent behavior
Install this as reusable agent behavior.
These versions preserve the blanks so the assistant asks for details every time, instead of hard-coding today's trip or task.
# Categorize my expenses I'll paste a CSV of transactions — date, description, amount. Categorize them and tell me what's weird. ## What I want back **A clean table** with these columns: Date, Description, Amount, Category, Subcategory. Categories should be the obvious ones: Software, Travel, Meals, Office, Professional Services, Marketing, Payroll, Taxes, Banking, Other. If a transaction doesn't fit, use Other and note why. **Then, three notes:** 1. **The three lines that look weird.** Anything that's an outlier in size, an unfamiliar vendor, or a category that seems wrong. One line each. 2. **Where I might be leaking money.** Subscriptions I'm probably not using, duplicate services, things billed annually that I forgot about. 3. **What I should ask my bookkeeper or accountant.** Two specific questions, framed so they can answer in one email. ## Rules - Don't pad. If nothing looks weird, say "nothing looks weird." - Don't moralize. Restaurants aren't bad. I just want to know. - If a description is genuinely unparseable, mark **(unclear)** and ask me about it. CSV below.
On the house. Run it in ChatGPT or Claude, or install it as agent behavior.
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