Reconciles Venmo CSV exports by classifying personal vs business transactions, flagging ambiguities for review, deduplicating, and importing business ones into Open Accountant.
npx claudepluginhub openaccountant/skillsThis skill uses the workspace's default tool permissions.
Import and reconcile Venmo transaction exports, separating personal transfers from business income/expenses. Venmo mixes social payments with business transactions in a single feed — this skill classifies each transaction, flags ambiguous entries for review, and imports business-relevant transactions into Open Accountant.
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Import and reconcile Venmo transaction exports, separating personal transfers from business income/expenses. Venmo mixes social payments with business transactions in a single feed — this skill classifies each transaction, flags ambiguous entries for review, and imports business-relevant transactions into Open Accountant.
transaction_search — check for duplicates and cross-reference with bank importscategorize — assign business categories to Venmo transactionsanomaly_detect — flag transactions that look personal in a business context (or vice versa)export_transactions — export reconciled business transactions| Venmo CSV Column | Open Accountant Field | Notes |
|---|---|---|
ID | reference_id | Venmo transaction ID for dedup |
Datetime | date | Transaction timestamp |
Note | description | User-entered payment note |
From | description (prefix) | Sender name |
To | description (prefix) | Recipient name |
Amount (total) | amount | Signed amount (+ received, - sent) |
Status | — | Only import Complete transactions |
Type | — | Payment, Charge, Transfer, etc. |
Funding Source | notes | Venmo balance, bank, card |
Complete transactions.Payment (sent/received money for goods or services)Charge (invoiced someone and they paid)Standard Transfer and Instant Transfer (bank transfers, appear in bank import)To reconcile Venmo transactions manually:
+ $50.00 or - $25.00 with spaces. Clean with Find & Replace: remove $, +, and spaces, then convert the column to Number format.Business, Personal, Review.=IF(OR(
REGEXMATCH(Note,"(?i)invoice|payment for|consulting|freelance|order|service"),
ABS(Amount)>100
), "Business",
IF(OR(
REGEXMATCH(Note,"(?i)dinner|lunch|drinks|rent|split|birthday|thanks"),
LEN(Note)<10
), "Personal",
"Review"))
Business Income: =SUMIFS(Amount, Classification, "Business", Amount, ">0")
Business Expenses: =ABS(SUMIFS(Amount, Classification, "Business", Amount, "<0"))