tax-prep

To categorize transactions for tax deductions, the Skill parses CSV exports, detects date, description, and amount fields, applies keyword-based classification rules, and flags tax-relevant items like business expenses and education credits in a JSON report.

Identifying tax-relevant items in financial exports involves parsing CSV files, normalizing transaction data, and using keyword classification to flag potential deductions, HSA-related items, and business expenses for review.

Yes, it works with standard bank CSV exports by automatically detecting common financial export formats and identifying the necessary date, description, and amount columns to normalize and categorize transaction data.

Spending patterns and expense categories are detected by applying keyword-based rules to normalized transaction descriptions, classifying entries across personal and business categories like housing, food, medical, and software.

Yes, you can use this for both personal finance management and business expense tracking, as the keyword classification rules categorize transactions across both domains and assign tax flags for relevant items.