Transaction Categorization Agent for Grok - transaction categorization with evidence attached

What the Transaction Categorization Agent does

If you work inside X or Grok's apps, this agent becomes a standing Skill there. 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 Grok

Attach the Included files to a chat or build a Grok Skill/Bot with skill.md as the standing expertise, then run the setup prompt and approve the fictional-data test. Skills keep the rules persistent between asks.

What a run looks like on Grok

A run looks like this: you invoke the Skill with this run's inputs, and Grok 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 - comes back for your review, and with Grok's Office document generation it can arrive as a formatted file.

Setup, step by step

1. Create a Grok Skill (or custom Bot) and name it after the job (for example: transaction categorization).
2. Load skill.md as the standing expertise and setup-prompt.txt as the setup instructions.
3. Run the setup; the agent runs transaction-categorization on fictional sample data first - approve that test before real work.
4. For each real run, ask with usage-prompt.txt and this run's inputs. Skills keep the rules persistent between asks.

Honest limits on Grok

Grok's features differ between X, the standalone apps and the API, and some sit behind paid tiers - check xAI's current docs for what your plan includes.

Questions people ask

Does the Transaction Categorization Agent work on Grok?

Yes - the agent is three plain-text files, and on Grok they live in a Grok Skill or Bot. The four setup steps below are the whole job: Create a Grok Skill (or custom Bot) and name it after the job (for example: transaction categorization). Then load skill.md as the standing expertise and setup-prompt.txt as the setup instructions.

What does the Transaction Categorization Agent produce on Grok?

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. Grok can return it as a generated Office document or plain text you paste into your Sheet. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Grok?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Grok or its makers. Platform names belong to their owners; capabilities change, so check Grok's current documentation.

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AI Agent Skills is an independent store, not affiliated with Grok or its makers. Platform names belong to their owners.