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Splitting a transaction across categories v1.0.0

Use this resource to split one expense across several categories with custom amounts

New

  • 573 downloads
  • 168 likes
  • 205 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install transaction-split-categories

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent finds the transaction in your data, asks how it should be split, then assigns an amount to each category. It suits mixed purchases and partly deductible expenses. You get split lines for the original transaction.

Mostly picked by

Updated November 2, 2026

Card for the “Splitting a transaction across categories” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: method for splitting into several lines
  • SKILL.md: steps without Wilson, in a spreadsheet, YNAB or Mint

Good fit for

  • A supermarket receipt mixes personal and business items
  • A business meal is only partly deductible

Not for

    Tags

    • split
    • categories
    • expenses
    • bookkeeping

    About

    You say

    “Split this EUR 120 invoice between supplies and client meals.”

    Card for the “Splitting a transaction across categories” skill

    Skill published by openaccountant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to split one expense across several categories with custom amounts
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md2.6 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/shared/smart-split
    Licence
    MIT

    Notice

    « smart-split » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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