tidy

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

Content Preview
---
name: tidy
description: Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"
---

# 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`
How to Use

Recommended: Install to project (local)

mkdir -p .claude/skills
curl -o .claude/skills/tidy.md \
  https://raw.githubusercontent.com/davepoon/buildwithclaude/main/plugins/cashflow/skills/tidy/SKILL.md

Skill is scoped to this project only. Add .claude/skills/ to your .gitignoreif you don't want to commit it.

Alternative: Clone full repo

git clone https://github.com/davepoon/buildwithclaude

Then reference at plugins/cashflow/skills/tidy/SKILL.md

Related Skills