Edit Merchant Rules Memory

Modify merchant categorization rules in a markdown file using shell commands.

8|2|Updated Nov 9, 2025
One-click install
npx skills add https://github.com/adambossy/transactoid --skill edit-merchant-rules-memory
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Edit Merchant Rules Memory
Source: https://github.com/adambossy/transactoid/tree/main/src/transactoid/skills/edit-merchant-rules-memory
Command: npx skills add https://github.com/adambossy/transactoid --skill edit-merchant-rules-memory

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill allows for the direct modification of merchant categorization rules, ensuring accurate and consistent financial transaction classification by enabling the creation, updating, or removal of specific mapping rules.

Core Features & Use Cases

  • Rule Management: Create, update, or delete rules that map merchant descriptors to taxonomy categories.
  • Consistency: Ensures that transactions from the same merchant are always categorized identically.
  • Use Case: If a user consistently sees "STARBUCKS" transactions miscategorized, they can use this skill to add or modify a rule to ensure all such transactions are correctly tagged under food.coffee_shops.

Quick Start

Add a new rule for 'Local Coffee Shop' with category 'food.coffee_shops' and patterns 'LOCAL COFFEE', 'LOCAL COFFEE SHOP'.

Frequently Asked Questions about Edit Merchant Rules Memory

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I customize merchant categorization rules for financial transactions?

You can customize merchant categorization rules by executing shell commands to modify a markdown file, creating, updating, or deleting mappings that link merchant descriptors to predefined taxonomy categories for transaction analysis.

How do I fix consistently miscategorized transactions from a specific merchant?

To fix miscategorized transactions, update your merchant rules by modifying the markdown file to map the specific merchant descriptor to the correct predefined taxonomy category using shell commands.

What is the best way to manage merchant descriptor mapping for consistent transaction classification?

Managing merchant descriptor mapping involves maintaining a markdown file of rules via shell commands, ensuring transactions from the same merchant are always categorized identically across your financial analysis.

Do I need shell commands to update financial transaction taxonomy rules?

Yes, precise shell command execution is required to manipulate the markdown file for creating, updating, or deleting merchant rules and validating taxonomy keys for financial transaction analysis.

Can I delete outdated merchant categorization rules from my transaction taxonomy?

Yes, you can delete outdated merchant categorization rules by executing targeted shell commands that remove the specific merchant descriptor mappings from the stored markdown file.

How does mapping merchant descriptors to taxonomy categories improve financial data consistency?

Mapping merchant descriptors to taxonomy categories enforces consistent classification, ensuring that all transactions from the same merchant are tagged identically for accurate financial transaction analysis.