categorize-my-transactions

To categorize uncategorized transactions, this Skill processes pending items from QuickBooks or Xero queues, applying party canonicalization and prior-year memory against a locked chart of accounts to generate a review-ready batch.

Yes, you can import a CSV file of bank transactions for automated categorization. The Skill ingests CSV drops or pasted tables, applies exact rule matching, and separates transactions into Ready, Needs Review, and Suspense buckets.

Automated transaction categorization handles uncertain entries by routing any transaction with less than 0.90 confidence to a Suspense bucket, ensuring no account codes are invented outside your locked chart of accounts.

Yes, the transaction categorization process learns from previous bookkeeping runs by persisting only high-confidence account-code mappings, reducing future questions and building an evolving party ruleset.

The best way to add new accounting rules is using mode=rule-add with Composio integration support, which optionally upserts verified party rules to automate future categorization of recurring transactions.

To process transaction review batches without inventing account codes, the Skill validates mappings against a locked chart of accounts, categorizing only verified entries and isolating uncertain items into suspense indexes.