Categorize bank and card transactions
See where your money goes by sorting a bank or credit card CSV export into spending categories. Uses a plain rules file you own and edit, so the same export always gives the same answer, and writes a categorized CSV, spend by category and month, and unknown merchants with suggested rules. Runs offline; good for budgets and month-end close.
- Activity
- New: be the first to try it
Will this work for me?
- Effort
- Needs about 10 minutes of setupOur guess from what the kit says it needs.
- Works in
- Claude Code, claude.ai and the desktop app
- You need
AWS account: setup steps
- What it is
- This kit works with your own AWS account.
- Where to get it
- Sign in to AWS, or make a free account if it offers one. Go to AWS
Anthropic account: setup steps
How this works
- It is a skill: written instructions Claude reads when your request matches what the skill is for. You do not call it by name; just ask for the task.
- While it works, it reads and changes files in the places it lists, nowhere else.
- It runs these commands on your computer: node scripts/categorize.mjs.
- Nothing runs until you choose to use it, and you can remove it any time.
What it can access
What this kit says it will touch, the same list you see before you add it. These are its Permissions: What a kit is allowed to touch on your computer or accounts, such as reading a folder or using the internet. You see them before you add it.. In Claude Code they become rules, so Claude stops anything not on the list.
Command
Runs the command: node scripts/categorize.mjs (with any arguments, without asking)
Reads
Reads files in ./data/**