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Edit Merchant Rules Memory

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Customize transaction categorization rules.

Finance & Accounting#memory#finance#transaction management#categorization#taxonomy#merchant rules
Authoradambossy
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill allows for the direct modification of merchant categorization rules, ensuring accurate and consistent financial transaction classification by enabling the creation, updating, or removal of specific mapping rules.

Core Features & Use Cases

  • Rule Management: Create, update, or delete rules that map merchant descriptors to taxonomy categories.
  • Consistency: Ensures that transactions from the same merchant are always categorized identically.
  • Use Case: If a user consistently sees "STARBUCKS" transactions miscategorized, they can use this skill to add or modify a rule to ensure all such transactions are correctly tagged under food.coffee_shops.

Quick Start

Add a new rule for 'Local Coffee Shop' with category 'food.coffee_shops' and patterns 'LOCAL COFFEE', 'LOCAL COFFEE SHOP'.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Edit Merchant Rules Memory
Download link: https://github.com/adambossy/transactoid/archive/main.zip#edit-merchant-rules-memory

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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