The job by hand
Uncoded transactions pile up all month, and categorizing them means reading payee strings and trying to remember how you coded the same vendor last time.
The ask
Hello, categorize these uncoded transactions
What comes back
A Google Sheet lands in the Bookkeepers Transaction Categorization Workspace folder in your Google Drive: Date, Payee, Amount, Proposed category, Evidence and Review status.
| Date | Payee | Amount | Proposed category | Evidence | Review status |
|---|---|---|---|---|---|
| Sep 10 | AWS EMEA | $612.40 | Infra & hosting | Recurring monthly invoice matches AWS-2026-08 | Ready to post |
| Sep 11 | AMEX *TRAVELCO | $1,140.00 | Unclear - no trip logged | Card statement only; no expense report filed | Needs review |
Sample data shown. Your workspace fills with your real work.
What it takes over
- Reads the exact inputs and sources you approve.
- Saves the work as a review-ready Google Sheet in the Bookkeepers Transaction Categorization Workspace folder in Google Drive.
- Shows evidence, unknowns and blocks instead of guessing.
- Prepares the next action and stops at the human gate.
How buying works
- Buy once for $19. Three files arrive:
skill.md,setup-prompt.txtandusage-prompt.txt. - Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
- Approve the setup. It runs the job and stops at every external action for your sign-off.
Where it stops
It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.
Common questions
What does it propose?
A category per transaction with the evidence behind it, in a Google Sheet in a Bookkeepers Transaction Categorization Workspace folder.
Does it post anything to the books?
No. Proposals wait for your review; nothing posts without you.
How does it learn our coding?
From the coding rules and examples you approve during setup, tested on fictional data first.
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Questions people ask
What does the Transaction Categorization Agent actually do?
It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. You approve the batch. It prepares review-ready work and stops for your approval before anything is sent, spent, published or scheduled.
Which AI assistants work with the Transaction Categorization Agent?
Any assistant that reads plain-text files: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others. You hand it three files - skill.md, setup-prompt.txt and usage-prompt.txt.
Is the Transaction Categorization Agent $19 a subscription?
No. $19 is one-time. You download and keep the three files forever; there is no account and no renewal.
How long does setup take?
About 10 minutes: attach the files, run the setup prompt, approve the fictional-data test. It never touches real work until you approve the sample run.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.