recurring-transactions

What problem does it solve?

Wells Fargo transaction data often contains hidden subscriptions and regular bills that are hard to spot manually, so this skill detects and tracks them automatically in SerenDB.

Core Features & Use Cases

• Detect recurring payments: Groups transactions by normalized payee and similar amounts, then infers likely frequency (weekly to annual) and computes a confidence score.
• Track next expected charges: Estimates the next expected date for each detected recurring pattern.
• Persist results to SerenDB: Writes detection runs, patterns, and snapshots into dedicated wf_recurring_* tables for downstream reporting.
• Use case: Use this to build a “monthly commitments” view by detecting Netflix, utilities, or gym charges from categorized transaction history over the last 3–24 months.

Quick Start

Ask your agent to run the wellsfargo/recurring-transactions skill to detect recurring Wells Fargo subscriptions and persist the patterns into SerenDB for the last 12 months.