Categorize
Skill bromso/metapowers/plugins/bookkeeping/skills/categorize
A Claude Code plugin that adds an agentic skills framework, with MCP's and a meta prompting processes. Inspired by "Superpowers" & "Figma Console MCP", but not just for development or design; but for all aspect within the digital production cycle.
npx -y skills add bromso/metapowers --skill categorizeAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
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Assign recorded transactions to the correct accounts using double-entry principles
SKILL.md
1.9 KB, as published. Nobody here has run it
Categorize
Assign each recorded transaction for "$ARGUMENTS" to the correct account in the chart of accounts. Apply double-entry bookkeeping so every debit has a matching credit.
Prerequisites
Read .metapowers/bookkeeping/$ARGUMENTS/01-record.md for the transaction log.
Process
-
Load the chart of accounts:
- Check if a custom chart exists at
.metapowers/bookkeeping/$ARGUMENTS/chart-of-accounts.md - If not, reference the shared template at
shared/chart-of-accounts-template.md - Confirm account categories cover all transaction types
- Check if a custom chart exists at
-
Categorize each transaction:
- For every transaction in the record log, assign:
- Debit account — the account being increased (assets, expenses) or decreased (liabilities, equity, revenue)
- Credit account — the matching entry
- Category — high-level grouping (revenue, COGS, operating expense, asset, liability)
- Apply consistent rules for similar transactions
- Flag ambiguous transactions for user confirmation
- For every transaction in the record log, assign:
-
Validate double-entry:
- Ensure total debits equal total credits
- Check that no transaction is missing an account assignment
- Verify account numbers match the chart of accounts
-
Write the artifact to
.metapowers/bookkeeping/$ARGUMENTS/02-categorize.mdwith sections:- Journal Entries — table with date, description, debit account, credit account, amount
- Account Summary — totals per account
- Ambiguous Items — transactions needing user review
- Validation — debit/credit balance confirmation
Output
The categorized journal written to .metapowers/bookkeeping/$ARGUMENTS/02-categorize.md. Present a summary highlighting:
- Total journal entries created
- Top expense and revenue categories
- Any ambiguous items requiring decision