plaid-category-mapping

Community

Map Plaid categories to your app taxonomy.

AuthorTMHSDigital
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This mapping enables teams to translate Plaid's two-level category taxonomy into a custom app taxonomy, ensuring consistent labeling, analytics, and UI presentation across budgets and reports.

Core Features & Use Cases

  • Understand Plaid's primary and detailed categories and how they map to your app's taxonomy.
  • Build a reusable mapping layer that aligns business terminology with Plaid categories.
  • Enable category-based analytics and reporting for budgeting, expense tracking, and financial insights.

Quick Start

Map Plaid categories to your app taxonomy using a sample dataset and validate results against expected labels.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: plaid-category-mapping
Download link: https://github.com/TMHSDigital/Plaid-Developer-Tools/archive/main.zip#plaid-category-mapping

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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