Cluster uncategorized financial transactions and apply suggested categories in bulk.
npx skills add https://github.com/dr-code/beacon --skill tidy-dr-code
Please help me install this Agent Skill. Skill: tidy Source: https://github.com/dr-code/beacon/tree/main/plugins/cashflow/skills/tidy Command: npx skills add https://github.com/dr-code/beacon --skill tidy-dr-code
This skill automates the bulk categorization of uncategorized financial transactions by clustering similar descriptions and applying categories in bulk.
Cluster uncategorized transactions from the last 90 days and apply suggested categories in bulk.
High-intent search queries and answers about installing and using this skill.
Clustering uncategorized transactions works by grouping items with similar descriptions from bank feeds, presenting clusters with counts and totals, and suggesting categories and party names for review before bulk application.
Yes, you can create rules for recurring patterns automatically. The skill prioritizes rule creation for recurring transaction clusters while annotating one-off items, and presents previews before creation.
Yes, this tool works with batch transaction histories from statements. It processes uncategorized financial data within a specified period, groups transactions by pattern, and suggests categories for bulk application.
The best way to group similar expense transactions is by clustering similar descriptions. The skill identifies likely merchants, presents clusters with counts and totals, and suggests categories for bulk review.
When categorizing transactions in bulk, the skill annotates one-off items separately while prioritizing rule creation for recurring patterns, ensuring each cluster is reviewed with counts and totals before applying categories.
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