transactoid

Regenerate the workspace taxonomy-rules.md — the natural-language category guide the categorizer agent reads — from the live categories table plus the existing rules document.

Orchestrate a taxonomy migration end-to-end — invoke the migrate_taxonomy tool, then propagate updates to dependent artifacts (configs, workspace taxonomy rules, merchant rules, budget, agent memory).

How to run the merchant-normalizer dev/validation scripts in backend/scripts — descriptor sampling, the normalizer dry-run + review page, the eval suite, and the read-only Venmo Plaid inspection. Use when asked to sample descriptors, validate/eval the normalizer, regenerate the review page, or inspect raw Plaid fields.

Generate a comprehensive spending report or summary over a period — daily, weekly, monthly, or annual — from transaction data, with comparisons to the prior period, optional charts, optional HTML rendering, and optional email delivery.

Edit the merchant categorization rules stored in ~/.transactoid/memory/merchant-rules.md so future syncs apply the same categorization automatically.

Generate a complete, category-aware budget from historical transaction data as a markdown table written to the workspace.

Use this skill whenever the user wants to do anything with PDF files in the context of personal finance. This includes extracting transactions or balances from PDF bank/credit-card statements, reading PDF receipts or invoices, generating financial reports as PDFs, merging or splitting statement PDFs, and OCR-ing scanned statements to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.

Recategorize all transactions for a merchant via the recategorize_merchant tool and persist a matching rule in ~/.transactoid/memory/merchant-rules.md.

Convert a markdown spending report into a complete, styled HTML document suitable for email or web delivery.