categorize

What problem does it solve?

Maintain, audit, and fix categorizations in the personaldb SQLite database across personal and business datasets, ensuring consistency between human-readable category fields and their normalized IDs.

Core Features & Use Cases

• Dual-Column Sync: Always update both textual columns (category, sub_category, sub_sub) and their corresponding tier1_id, tier2_id, tier3_id to keep denormalized and normalized data in sync.
• Actionable Audits: Identify conflicts where items map to multiple categories, uncategorized transactions, and hierarchy mismatches; present guided recommendations for approval before applying changes.
• Recover and Enforce Rules: Attempt #NAME? recovery from source mappings when possible and validate category assignments against company-specific rules before updates.

Quick Start

Run categorize to audit transactions, propose categorization improvements, and apply approved updates in bulk.