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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$19 →Prefer the store pages? Browse the Bookkeepers agent menu or the Transaction Categorization Agent product page.