// Use this skill whenever Claude needs to identify business-related spending inside personal financial statements, build candidate transaction rows, or decide whether transactions are likely business, personal, or need review based on a local trading profile.
| name | business-transaction-identifier |
| description | Use this skill whenever Claude needs to identify business-related spending inside personal financial statements, build candidate transaction rows, or decide whether transactions are likely business, personal, or need review based on a local trading profile. |
Read .claude/skills/business-transaction-identifier/references/trading.MD first. If it is missing, ask the user to run /trading.
Use the profile to understand the business model, normal suppliers, likely expense categories, and transactions that should stay personal.
statements/inbox/ or a user-supplied path.business, needs_review, or personal.business and needs_review candidates for verification.Use these columns or JSON keys:
source_file,source_file_sha256,statement_row_id,transaction_date,posted_date,description,amount,currency,account_hint,category,business_reason,confidence,evidence,status
needs_review unless the evidence is strong.Use this skill whenever Claude needs to create a feature branch, commit a batch of repo changes, push it, and open a GitHub PR while preventing financial statements, transaction exports, verification artifacts, or local trading profile files from being staged.
Use this skill whenever candidate transaction rows must be verified against original bank or card statements before export, especially for messy PDF, CSV, XLS, or XLSX statements where deterministic checks and careful fuzzy matching are both needed.