categorization

A guide for assigning financial transactions to categories using ordered text-matching rules in money/categories.json.

In plain words
What is it for?
Use it to define merchant-to-category rules, order specific rules before broad ones, and propose additions for uncategorized transactions.
Why use it?
It explains how to keep categorization consistent and how to handle transactions that do not match a rule without guessing.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/localplugins/plugins/categorization
Any agent
npx skills add localplugins/plugins --skill categorization
Clone the repo
git clone --depth 1 https://github.com/localplugins/plugins

Made for: Claude Code, Codex.

Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 347 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00038 $0.00347
Opus 5 $0.00019 $0.00173
Sonnet 5 $0.00008 $0.00069
Haiku 4.5 $0.00004 $0.00035

Measured yesterday against content hash 2a706c7ad4ab, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

categorization scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured yesterday.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

money-map/skills/categorization/SKILL.md · 30 lines

What it actually says

Categorization

money-map assigns each transaction a category using rules in money/categories.json, applied by the toolkit's categorize(txns, rules) — the first matching rule wins.

The config

{ "categories": ["Income", "Groceries", "..."],
  "rules": [ { "match": "(?i)stripe", "category": "Software" } ] }

match is a Python regex tested with re.search against the transaction description; category must be one of categories.

Decision guide

  • Always categorize via the toolkit — never hand-label by eyeballing amounts.
  • Order rules most-specific → most-general. First match wins, so a broad rule placed early will shadow a specific one.
  • Uncategorized transactions are surfaced, never guessed. For each, propose one concrete new rule (a merchant substring → category) for the user to approve, then append it.
  • Keep categories few and stable. Add a category only when several transactions genuinely need it.
  • Start from templates/categories.json when no config exists.

References

  • references/rule-examples.md — a library of real merchant→category rules, how to write a regex match (anchoring, alternation, escaping +), ordering pitfalls with worked before/after cases, and how to turn an uncategorized batch into proposed rules.
Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. yesterday First seen · 30 lines · 38 tokens per session scan A 2a706c7ad4ab

Subscribe to this mod's changes

categorization is a skill published in the GitHub repository localplugins/plugins (5 stars, last pushed 1mo ago), licensed MIT. It adds 38 tokens to every session and 347 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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