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Setup guide

Transaction categorization with evidence attached - on Claude

The $19 Transaction Categorization Agent runs on Claude as three plain-text files: set it up once in a Claude Project, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Transaction Categorization Agent - $19Claude overview

What the Transaction Categorization Agent does

If Claude is where your documents live, this agent slots into that workflow. It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. You approve the batch.

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.

Where the three files go in Claude

Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.

What a run looks like on Claude

A run looks like this: you open the Project, paste the usage prompt with this run's inputs, and Claude works through transaction-categorization with the Project's knowledge loaded. The output - it proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status - comes back as an artifact you can save out to Drive. You approve, adjust or discard; nothing is final until you say so.

Setup, step by step

  1. Create a Project in Claude and name it after the job (for example: transaction categorization).
  2. Add skill.md as Project knowledge and paste setup-prompt.txt into the Project's custom instructions.
  3. Run the setup conversation; the agent runs transaction-categorization on fictional sample data first - approve that test before real work.
  4. Start each real run inside that Project and paste usage-prompt.txt with this run's inputs. Save artifacts Claude produces out to your Drive.

Honest limits on Claude

Without a Project, Claude chat context resets between sessions and you re-paste the rules. Keep the skill file in Project knowledge so the workflow stays put.

Questions people ask

Does the Transaction Categorization Agent work on Claude?

Yes - the agent is three plain-text files, and on Claude they live in a Claude Project. The four setup steps below are the whole job: Create a Project in Claude and name it after the job (for example: transaction categorization). Then add skill.md as project knowledge and paste setup-prompt.txt into the project's custom instructions.

What does the Transaction Categorization Agent produce on Claude?

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. Claude hands it back as an artifact you save to your Drive. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Claude?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Claude or its makers. Platform names belong to their owners; capabilities change, so check Claude's current documentation.

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AI Agent Skills is an independent store, not affiliated with Claude or its makers. Platform names belong to their owners.