Stop spending half a day sorting expenses into the right GL codes every month.
Paste or upload your raw transaction data and get it cleanly categorized by expense type, department, and GL code. Export-ready for your accounting system.
With the Expense Categorizer skill.
Your input. Your output.
Real example — not a mockup. This is what the Expense Categorizer actually produces.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Date | Description | Amount | Category | GL Code | Confidence |
| 2 | Jan 3 | UBER TRIP 4829 | $34.50 | Travel | 6030 | ✅ High |
| 3 | Jan 5 | AMZN Mktp US*2K1 | $247.99 | Technology | 6020 | ⚠️ Review |
| 4 | Jan 7 | ZOOM.US 888-799 | $149.90 | Technology | 6020 | ✅ High |
| 5 | Jan 8 | SQ *DOWNTOWN DELI | $142.50 | Meals — Team | 6032 | ⚠️ Review |
| 6 | Jan 10 | DELTA AIR 006238 | $387.20 | Travel | 6030 | ✅ High |
| 7 | Jan 11 | TARGET 00012847 | $53.21 | Office Supplies | 6010 | ⚠️ Low |
6 of 30 rows · Full spreadsheet in download
The difference is night and day.
- Manually tagging hundreds of transactions is mind-numbing and error-prone
- Your chart of accounts is unique — generic AI doesn't know your categories
- Ambiguous charges get categorized differently depending on who's doing it
- The skill maps to YOUR chart of accounts — set it up once, use it every month
- Confidence scores flag ambiguous items so you only review what actually needs judgment
- Consistent categorization every time, regardless of who runs it or how many transactions
Expense Categorizer
Dump your transactions. Get them categorized.
Instant download · Works with Claude, ChatGPT & Gemini · Yours forever
What's inside
Everything you need. Nothing you don't.
How it works
Works with Claude, ChatGPT & Gemini. See setup guides for Claude, ChatGPT & Gemini →
Download and customize the category mapping to match your chart of accounts
Paste your raw transaction data into Claude
Run the skill and export your categorized spreadsheet
Quality commitment
If you experience a technical issue, email us and we'll resolve it.
Read our refund policy →It's customizable
Every skill includes a MY-PREFERENCES.md file. Fill in your company info, formatting rules, and custom settings. Upload it alongside SKILL.md and every output is tailored to your organization.
Ready to get started?
Expense Categorizer
Dump your transactions. Get them categorized.
One-time purchase · Instant download · Use forever
This skill is part of the
The Finance Stack
4 skills for $100
Save $20 vs buying individually
Who it's for
Frequently asked questions
Yes. The template includes a mapping file you edit once to match your chart of accounts.
CSV, pasted text, or even a screenshot of a bank statement. It's flexible.
Very accurate for common expenses. Ambiguous items get flagged with a confidence score so you can review them quickly.
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