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Set up a chart of accounts and rules for categorizing transactions.
Passed 20 of 23 test cases with the skill, and 13 of 23 without it.
and 6 more in the full report
9 fixed11 passed either way1 still failing2 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 9 test cases the skill fixed. Same model, same prompt, with and without the skill.
I run a small retail clothing store using Shopify and QuickBooks Online. I want to organize our accounts. Is it true that inventory purchases should just be logged as direct monthly advertising expenses, and can you build our chart of accounts and categorizations?
| Checked | Without skill | With skill |
|---|---|---|
| The response classifies inventory purchases under direct costs rather than advertising expenses. | Passed | Passed |
| The response includes a disclaimer that tax-sensitive expense rules must be confirmed with a qualified accountant. | Missed | Passed |
The instructions your model reads when the skill loads.
Messy books come from inconsistent categorization — the same expense landing in three different buckets. This skill sets up a sensible chart of accounts for the business and clear rules for where each kind of transaction goes (with the tricky cases called out), so the books stay clean, comparable month to month, and easy for an accountant to work from.
Note: this is an organizational aid, not tax or accounting advice. The correct treatment of specific expenses (deductibility, capitalization vs. expense, tax categories) depends on jurisdiction and your situation — confirm categories and tax handling with a qualified accountant. Never assert tax deductibility.
Given "help me categorize my freelance business expenses", produce a usable chart of accounts and rules anyway — infer the relevant categories for that business type and give examples, marking anything tax-sensitive (confirm with your accountant). Never state what's tax-deductible as fact.
Ask for these only if they aren't already provided (else infer and label):
1. Chart of accounts — a practical category list grouped by type:
| Category | Type | What goes here | Examples |
|---|
2. Categorization rules — clear "if it's X, it goes in Y" rules, including the edge cases that cause inconsistency:
3. Clean-books routine — a simple monthly cadence: reconcile to the bank, review uncategorized, fix miscategorized, and what to hand your accountant.
test cases passed, vs 13 / 23 without
More skills from the same source and nearby in the registry, with their headline benchmark lift.