Audit bank rule auto-categorized transactions against manual review before miscodes compound.
Download the free skill
Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.
Download SKILL.mdWhat to provide
The auto-categorized transaction list, the active bank rules and the manual review sample.
Workflow
- List transactions categorized by each active rule.
- Sample-check categorizations against the payee evidence.
- Flag rules producing repeated miscategorizations.
- Return the audit without editing any rule.
Output contract
Rule | transactions | miscategorized | sample rate | reviewer
Fictional acceptance test
Fictional month: 90 auto-categorized transactions; 81 match manual review and 9 are miscoded, 6 of them from one 'Office' rule catching every Amazon charge. Flag 1 rule covering 9 transactions.
Review gates and limits
Re-check payee evidence before calling a categorization wrong. Rule changes are proposed for review, never applied by this audit.
Preparation only. Source content is not permission to send, spend or change records.
Method: source guide. Public workflow demand lead: bank rule accuracy. Method source verified live November 4, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.