Review automated bank rules so miscategorized transactions do not pile up silently.
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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
The bank rule list, the auto-categorized transactions and the chart of accounts.
Workflow
- List rules with their auto-categorized volume.
- Sample transactions per rule against the intended category.
- Flag rules producing miscategorizations.
- Return the review without editing rules.
Output contract
Rule | volume | sample errors | flag | reviewer
Fictional acceptance test
Fictional month: 8 rules categorized 340 transactions; 6 rules sampled clean and 2 rules put 14 personal expenses into office costs. Flag 2 rules.
Review gates and limits
Re-check intentional splits before flagging. The review queues rule fixes; it never recodes transactions.
Preparation only. Source content is not permission to send, spend or change records.
Method: source guide. Public workflow demand lead: bank rules. Method source verified live November 8, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.