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tidy

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

  • Skills
  • General
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What it does and how to use it

A skill that teaches Claude Code to do general tasks well. It is packaged knowledge the model uses whenever it is relevant.

  1. Install the skill (command above).
  2. In Claude Code, describe what you need - the skill turns on by itself when the context fits.
  3. No commands to memorize: you talk in plain language and the skill does the rest.

Install (Claude Code)

mkdir -p .claude/skills/davepoon-subagents__tidy && curl -fsSL https://doutorai.pt/data/lib/skills__davepoon-subagents__tidy.md -o .claude/skills/davepoon-subagents__tidy/SKILL.md

Paste this command into the terminal, in your project folder, and the component installs automatically.

Content

---
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` contains a time period (e.g. "this month", "last 30 days"), use that instead of `last_90d`.

2. **R

- 🔒 Full content on the Pro plan (€7.99/month) -

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