# Categorizing Expenses

> Categorize expense-report line items into GL accounts. Use when a user has an expense export and needs each line mapped to a general-ledger code, with low-confidence matches flagged for review.

- Skill: `jdutton/categorizing-expenses` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add jdutton/categorizing-expenses`
- Raw SKILL.md: https://api.skillmd.com/api/skills/jdutton/categorizing-expenses/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Security
- Author: jdutton (https://skillmd.com/u/jdutton)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/jdutton/categorizing-expenses

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# Categorizing Expenses

Map each expense line to a general-ledger account, flagging anything the rules
cannot place with confidence.

## GL code reference

Use [the GL code table](references/gl-codes.md) to resolve category names to
account numbers.

## Steps

1. Read the expense export and identify the description and amount columns.
2. Match each line to a GL code using the reference table.
3. Flag low-confidence matches for human review rather than guessing.