Audit and correct transaction categorizations in the personaldb SQLite database.
npx skills add https://github.com/x85446/claudecodetricks --skill categorize
Please help me install this Agent Skill. Skill: categorize Source: https://github.com/x85446/claudecodetricks/tree/main/skills/categorize Command: npx skills add https://github.com/x85446/claudecodetricks --skill categorize
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.
Run categorize to audit transactions, propose categorization improvements, and apply approved updates in bulk.
High-intent search queries and answers about installing and using this skill.
Transaction categorization audits identify conflicts, uncategorized transactions, and hierarchy mismatches across personal and business datasets, then present guided recommendations for approval before applying bulk updates to the SQLite database.
Category text fields and normalized IDs get out of sync without dual-column synchronization, which enforces simultaneous updates to both human-readable category fields and their corresponding tier1_id, tier2_id, and tier3_id foreign keys.
Yes, #NAME? errors in transaction categorization data can be recovered by attempting to remap them from their original source mappings and validating the assignments against company-specific rules before updating.
The best way to validate transaction categories against company-specific rules is to run an audit that checks existing assignments, enforces rule validation, and requires a database backup before applying any bulk category corrections.
Yes, you must back up your SQLite database before fixing uncategorized transactions. A backup is explicitly required before applying any bulk categorization changes to ensure data can be restored if updates are incorrect.
Yes, this transaction auditing process works for both personal and business datasets across multiple companies, supporting categorization audits, hierarchy cleanups, and rule validation for varied financial data structures.
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