Age uncategorized bank feed items and route stale ones for review before the close.
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Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.
Download SKILL.mdWhat to provide
Bank feed export, category rules, the close calendar and the owner roster.
Workflow
- List uncategorized transactions with posting dates.
- Age each item against the close date in days.
- Flag items older than the agreed threshold and any rule that should have caught them.
- Return the aging list without posting or reclassifying transactions.
Output contract
Transaction | date | amount | days open | rule candidate | owner | action needed | reviewer
Fictional acceptance test
Fictional feed has 6 uncategorized items; 2 are 34 and 41 days old against a 14-day threshold, and one matches an existing rule pattern. Flag both stale items and the missed rule.
Review gates and limits
Re-check that amounts follow the bank statement sign convention. Never auto-categorize from this review.
Preparation only. Source content is not permission to send, spend or change records.
Method: source guide. Public workflow demand lead: bank feed categorization before close. Method source verified live October 31, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.