Categorize 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 Claude or ChatGPT.
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 ↓

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 Claude or ChatGPT, or install it as agent behavior.

↓ Download .md

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