Individual skill

tidy

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Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"

plugins/cashflow/skills/tidy/SKILL.md

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Repository stars (not skill ratings): 3,737
Repository last updated: Nov 9, 2026
License: MIT

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# Tidy Up Uncategorized Transactions

Batch-categorize uncategorized transactions by clustering similar ones and applying categories in bulk.

## Workflow

1. **Fetch uncategorized transactions.** Call the `query` MCP tool:
   ```json
   { "detail": true, "is_uncategorized": true, "period": "last_90d", "limit": 200, "sort": "-amount" }
   ```
   If `$ARGUMENTS` contains a time period (e.g. "this month", "last 30 days"), use that instead of `last_90d`.

2. **Research unknown transactions.** For transactions you can't identify from the description alone:
   - **Web search first** (if available): Search for the merchant name, any phone numbers or domains in the description, or the raw description itself. This often reveals the business behind cryptic processor names.