lavender-ledger

Process large volumes of bank statements (50+ PDFs) in batches with checkpointing and progress tracking. Orchestrates the standard ingestion skill across multiple batches for resumable processing.

Categorize financial transactions by analyzing merchant names, amounts, and context. Assigns spending categories with confidence scores and suggests pattern rules. Use when you need to categorize transactions or determine spending patterns.

Parse bank statement CSV files into structured transaction data. Extracts account information and transactions from CSV exports. Use when you need to process CSV bank statements.

Extract transactions from PDF or CSV bank statements in the staging folder, categorize them using Claude AI, insert into database, and archive processed files. Use when you need to ingest, process, or import new bank statements (PDF or CSV format).

Manage transaction memory to view patterns, add quick notes, search for merchants, and clean up outdated entries. Use when you need to check what's in memory, add new learnings, or maintain the memory file.

Parse bank statement PDF text into structured transaction data with account information and transactions in consistent JSON format. Works with any bank format. Use when you need to extract or parse transactions from PDF bank statements.

Interactively review flagged transactions to confirm or correct categorizations, and create rules based on user feedback.