Transaction Categorization Agent for Perplexity - transaction categorization with evidence attached

What the Transaction Categorization Agent does

If research already happens in Perplexity, this agent turns it into the finished artifact. 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 Perplexity

Create a Space for the job, upload the Included files, and paste the setup prompt into the Space instructions. Run the setup, approve the sample-data test, and start each run in that Space. Save the agent's output where your work lives (Sheets, Docs).

What a run looks like on Perplexity

A run looks like this: you open the Space, paste the usage prompt with this run's inputs, and Perplexity works through transaction-categorization with cited sources where the job needs them. The output - it proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status - is drafted for your review.

Setup, step by step

1. Create a Space in Perplexity and name it after the job (for example: transaction categorization).
2. Upload skill.md to the Space and paste setup-prompt.txt into the Space instructions.
3. Run the setup; the agent runs transaction-categorization on fictional sample data first - approve that test before real work.
4. Start each real run in that Space with usage-prompt.txt and this run's inputs; save the output where your work lives (Sheets, Docs).

Honest limits on Perplexity

Perplexity is research-first: it drafts and reasons well, but writes to your Google Workspace happen where you save the output. File and Space limits depend on your plan.

Questions people ask

Does the Transaction Categorization Agent work on Perplexity?

Yes - the agent is three plain-text files, and on Perplexity they live in a Perplexity Space. The four setup steps below are the whole job: Create a Space in Perplexity and name it after the job (for example: transaction categorization). Then upload skill.md to the space and paste setup-prompt.txt into the space instructions.

What does the Transaction Categorization Agent produce on Perplexity?

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. Perplexity drafts it with citations where relevant; you save the result where your work lives. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Perplexity?

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

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