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Batch categorization of uncategorized transactions v1.0.0

Use this resource to categorize in bulk the transactions that have no category

New

  • 458 downloads
  • 212 likes
  • 110 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install categorize-uncategorized-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 fetches uncategorized transactions for the requested period (90 days by default), groups similar ones, looks up unknown merchants and applies categories. You get a list of classified transactions.

Mostly picked by

Updated November 2, 2026

Card for the “Batch 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: query of uncategorized transactions and period choice
  • SKILL.md: unknown merchant lookup and category assignment

Good fit for

  • Your books have dozens of lines without a category
  • You want to classify a month of expenses at once

Not for

    Tags

    • transactions
    • categories
    • bookkeeping
    • tidy

    About

    You say

    “Tidy up the uncategorized transactions from this month.”

    Card for the “Batch categorization of uncategorized transactions” skill

    Skill published by davepoon 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 categorize in bulk the transactions that have no category
    3. Review and adjust the result

    Content preview

    Files

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

    Origin and licence

    Listed unmodified

    Author
    davepoon
    Source
    github.com/davepoon/buildwithclaude/tree/75c22add059d710b269153142600ec8ef21c2092/plugins/cashflow/skills/tidy
    Licence
    MIT

    Notice

    « tidy » (davepoon, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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