Bookkeepers · Free skill · November 5, 2026

Bank Feed Categorization Review Throughput

Track the bank feed review queue so unmatched transactions do not age past close.

Track the bank feed review queue so unmatched transactions do not age past close.

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Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.

Download SKILL.md

What to provide

The bank feed queue, transaction dates and the close calendar.

Workflow

  1. Count transactions awaiting review per account.
  2. Age the queue against the close date.
  3. Flag transactions older than the review threshold.
  4. Return the throughput note without categorizing anything.

Output contract

Account | pending | oldest days | over threshold | reviewer

Fictional acceptance test

Fictional feed: 3 accounts hold 64 pending transactions; 11 are over 14 days old and close is in 4 days. Flag 11 aging transactions.

Review gates and limits

Re-check the queue date against the statement date. The note paces the review; it never accepts a suggestion.

Preparation only. Source content is not permission to send, spend or change records.

Method: source guide. Public workflow demand lead: bank feed review. Method source verified live November 5, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.