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Automatic categorization of uncategorized transactions v1.0.0

Use this resource to automatically categorize transactions that have no category

New

  • 443 downloads
  • 233 likes
  • 127 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install auto-categorize-transactions

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent finds transactions without a category, applies existing matching rules on vendor name or description, then suggests new rules for the remaining cases. You get categorized transactions and a list of rules to approve.

Mostly picked by

Updated November 2, 2026

Card for the “Automatic categorization of uncategorized transactions” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: applying vendor-matching rules
  • SKILL.md: rules template in a spreadsheet and common category mapping

Good fit for

  • Some of your transactions have no category
  • You want rules for your recurring vendors

Not for

    Tags

    • categorization
    • rules
    • vendors
    • transactions

    About

    You say

    “Categorize this month's uncategorized transactions and suggest rules for recurring vendors.”

    Card for the “Automatic categorization of uncategorized transactions” skill

    Skill published by openaccountant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to automatically categorize transactions that have no category
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.3 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/shared/smart-categorize
    Licence
    MIT

    Notice

    « smart-categorize » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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