What the Transaction Categorization Agent does
DeepSeek is the low-cost way to run this agent as a packaged prompt. It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. You approve the batch.
Categorization errors compound into wrong reports. This assistant applies your category rules consistently, records the evidence per transaction, and lists only the genuinely ambiguous ones as questions. You review the edge cases instead of the whole pile, and the same vendor codes the same way every month.
Where the Included files go in DeepSeek
Upload skill.md at the start of a chat, paste the setup prompt, and approve the sample-data test. Keep the Included files in a folder you can reach: each new chat starts fresh, so you re-attach skill.md and re-paste the usage prompt per run.
What a run looks like on DeepSeek
A run looks like this: you open a fresh chat, attach skill.md, paste the usage prompt with this run's inputs, and DeepSeek works through transaction-categorization. The output - it proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status - is text you review and carry into your Sheet.
Setup, step by step
- Keep the Included files in a folder you can reach; DeepSeek chats start fresh each time.
- Start a new chat, upload
skill.mdand pastesetup-prompt.txt. - Run the setup; the agent runs
transaction-categorizationon fictional sample data first - approve that test before real work. - For each real run, open a fresh chat, re-attach
skill.mdand pasteusage-prompt.txtwith this run's inputs.
Honest limits on DeepSeek
DeepSeek has no persistent custom-agent feature, so context resets between chats - the agent behaves like a well-packaged DIY prompt: still faster than writing your own, without standing-cycle persistence.
Questions people ask
Does the Transaction Categorization Agent work on DeepSeek?
Yes - the agent is three plain-text files, and on DeepSeek they live in a DeepSeek chat. The four setup steps below are the whole job: Keep the Included files in a folder you can reach; DeepSeek chats start fresh each time. Then start a new chat, upload skill.md and paste setup-prompt.txt.
What does the Transaction Categorization Agent produce on DeepSeek?
It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. DeepSeek returns it as chat text you paste into your own files. Every run waits for your approval before anything is sent, spent, published or scheduled.
Is this affiliated with DeepSeek?
No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by DeepSeek or its makers. Platform names belong to their owners; capabilities change, so check DeepSeek's current documentation.
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AI Agent Skills is an independent store, not affiliated with DeepSeek or its makers. Platform names belong to their owners.