plaid-category-mapping
CommunityMap 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 requiredComponents
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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