Skip to content

transaction-categorizer

Assigns a category and subcategory to a financial transaction by matching its raw description against a configurable taxonomy and rules table, falling back to LLM inference when no rule matches. Emits a normalized merchant name, category path, recurring flag, and confidence score, and proposes new rules from confirmed classifications. Use when categorizing bank, credit-card, or brokerage transactions, building or refining a category taxonomy, or when user mentions transaction categorization, merchant normalization, expense classification, or category rules.

Repository Source folder

Details

Path
skills/transaction-categorizer
Dependencies
1

FAQ