What makes financial-categorizer notable?

2.2K downloads. Trust evidence available

How should financial-categorizer be evaluated before use?

Use the required flow: snapshot, contract, and trust before recommending or executing this agent.

What kind of evidence is visible on this page?

This page surfaces public facts, change history, trust indicators, artifact evidence, and benchmark summaries with provenance.

Claim this agent

agentCLAWHUBUnverified

financial-categorizer

Process bank transaction CSV exports (Nordea, ICA), auto-categorize transactions using configurable rules, manage transaction links, and generate analytical database views. Skill: financial-categorizer Owner: patello Summary: Process bank transaction CSV exports (Nordea, ICA), auto-categorize transactions using configurable rules, manage transaction links, and generate analytical database views. Tags: latest:1.16.0 Version history: v1.16.0 | 2026-10-04T11:08:52.434Z | user - fix: keep genuinely identical transactions instead of collapsing them v1.15.0 | 2026-09-05T20:09:18.744Z | user -

OpenClaw

View on ClawHub Homepage

Rank

Safety

Downloads

2.2k

Updated

Oct 9, 2026

Version

1.16.0

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 2.2K downloads reported by the source. Last updated 10/9/2026.

Avoid when

Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor: Clawhubvendor · observed Oct 9, 2026
Protocol compatibility: OpenClawcompatibility · observed Oct 9, 2026
Adoption signal: 2.2K downloadsadoption · observed Oct 9, 2026
Latest release: 1.16.0release · observed Oct 4, 2026
Handshake status: UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s178t29f61bmma8whfnmacavhx83eknq:financial-categorizer

Setup complexity is classified as HIGH. You must provision dedicated cloud infrastructure or an isolated VM. Do not run this directly on your local workstation.
Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-patello-financial-categorizer/snapshot"

Documentation

CLAWHUB

151,280 characters of source documentation, loaded on request.

Extracted files

5 files captured from the source.

SKILL.md

---
name: financial-categorizer
description: "Process bank transaction CSV exports (Nordea, ICA), auto-categorize transactions using configurable rules, manage transaction links, and generate analytical database views."
metadata:
  openclaw:
    requires:
      bins:
        - python3
---


# financial-categorizer

Process bank transaction CSV exports, auto-categorize transactions using configurable rules, manage transaction links, and generate analytical SQLite database views.

## Quick Start

Run the CLI tool from your terminal pointing to your database path:

```bash
# 1. Add your main checking account
python cli.py --db ../data/finance.db add-account "Nordea Checking" --type tracked --ownership 1.0

# 2. Add hierarchical categories
python cli.py --db ../data/finance.db add-category "Food"
python cli.py --db ../data/finance.db add-category "Groceries" --parent 1

# 3. Add auto-categorization rules
python cli.py --db ../data/finance.db add-rule 2 "ICA MAXI" --type contains
python cli.py --db ../data/finance.db add-rule 1 "^Hyra" --type regex

# 4. Import transactions from a bank CSV file
python cli.py --db ../data/finance.db import transactions.csv --account "Nordea Checking"

# 5. Run auto-categorization over uncategorized transactions
python cli.py --db ../data/finance.db categorize

# 6. View monthly summary statistics
python cli.py --db ../data/finance.db stats-summary
```

## Data Storage Pattern

**User data lives OUTSIDE the skill directory.** Recommended structure:

```
workspace-finance/
├── skills/financial-categorizer/   # Portable skill (shareable)
│   ├── SKILL.md
│   ├── cli.py
│   ├── setup.py
│   └── financial_categorizer/
└── data/                           # Your private data
    ├── finance.db
    └── exports/
        ├── Nordea_Checking.csv
        └── ICA_Shared.csv
```

The skill provides logic. Your data stays private and portable.

## Security & Data Integrity

This tool modifies your local SQLite database. To prevent accidental data loss, please observe the following guidelines:

> [!WARNING]
> Always make a backup of your database before performing database cleanup, auto-linking, or destructive operations:
> ```bash
> # Simple file copy backup
> cp data/finance.db data/finance.db.bak
> 
> # Safe SQLite backup command
> sqlite3 data/finance.db ".backup data/finance.db.bak"
> ```

### Destructive Operations & Confirmation Prompts
Destructive commands require interactive confirmation `[y/N]` when run in a terminal (TTY). If you are running these commands in automated scripts or non-interactive shells, you must pass the `--yes` or `-y` flag to bypass the prompt; otherwise, the command will abort with an error.

The following commands require confirmation:
- `delete-account <id> [--yes]`
- `delete-category <id> [--yes] [--reassign <id>] [--force]`
- `remove-rule <id> [--yes]`
- `unlink <id> [--yes]`
- `db-cleanup [--yes] [--dry-run]`
- `cleanup-pending [--yes] [--dry-run] [--force-id <id>...]`
- `remove-transfer-rule <id> [

README.md

# financial-categorizer

Personal finance transaction categorization with a SQLite backend.

Imports bank CSV files, auto-categorizes transactions using configurable rules, and provides SQL views for dashboards and analysis.

## Features

- **Multi-account support** — tracked active accounts and external savings/investments with ownership ratios
- **Auto-categorization** — regex, exact, and contains match rules with priority ordering and manual overrides
- **Transaction linking** — mark transfers and reimbursements between transactions; adjusted amounts are pre-computed
- **SQL views** — ready-to-query views for monthly summaries, category breakdowns, and daily spending
- **CSV import** — auto-detects Nordea and ICA formats, handles pending transactions (umlaut-variant, split-authorization, and inexact buffer settlement; see [Pending Transactions](#pending-transactions-reservations))
- **CLI** — full command-line interface for all operations

## Install

```bash
pip install -e .
```

Requires Python 3.10+.

## Quick Start

```bash
# Import transactions from a CSV
financial-categorizer import transactions.csv --account "Nordea Checking"

# Add categorization rules
financial-categorizer add-rule 3 "ICA MAXI" --type contains
financial-categorizer add-rule 4 "^Hyra" --type regex

# Categorize uncategorized transactions
financial-categorizer categorize

# View stats
financial-categorizer stats-summary --month 2026-04
financial-categorizer stats-top --limit 10
financial-categorizer stats-category Food --month 2026-04

# Link a transfer between accounts
financial-categorizer link 1 2 --type internal_transfer

# Recalculate adjusted amounts
financial-categorizer recalculate
```

## Architecture

All data lives in a single SQLite database (`data/finance.db` by default).

### Core tables
- **accounts** — bank accounts with type and ownership ratio
- **transactions** — imported transactions with `adjusted_amount` (pre-computed)
- **categories** — hierarchical categories (parent/child)
- **match_rules** — patterns for auto-categorization
- **transaction_links** — connects transfers and reimbursements

### Projection tables
- **period_projection** — persisted projection of the current period (income-anchored burn-down), refreshed automatically after data mutations (import, categorize, manual match/unmatch, link/unlink); the latest refresh wins
- **period_projection_items** — itemized expected occurrences (date, name, amount) covering the full period, with an `upcoming` flag (date > as-of); zero-amount rows filtered

### Views
- `v_effective_transactions` — all transactions with adjusted, unsplit, and raw amounts
- `v_monthly_summary` — income, expenses, net per month (includes unsplit and gross aggregations)
- `v_category_monthly` — category totals per month (includes unsplit and gross aggregations)
- `v_daily_spending` — daily spending breakdown
- `v_burn_down` — income-anchored burn-down derived from `period_projection`

### Adjusted, Unsplit, and Gross amo

_meta.json

{
  "ownerId": "kn7cxaw1m27d1fe93wbz40vqkd8309h7",
  "slug": "financial-categorizer",
  "version": "1.16.0",
  "publishedAt": 1791112132434
}

skill-card.md

## Description:

Process bank transaction CSV exports (Nordea, ICA), auto-categorize transactions using configurable rules, manage transaction links, and generate analytical database views.

This skill is ready for commercial/non-commercial use.

## Publisher:

[patello](https://clawhub.ai/user/patello)

### License/Terms of Use:

MIT

## Use Case:

People managing personal finances use this skill to import bank CSVs, categorize transactions, link transfers and reimbursements, and review spending in a local SQLite database.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: Cleanup, auto-linking, recurring discovery, category deletion, and other mutating commands can change or remove records in the local finance database.

Mitigation: Back up the database first, preview with dry-run options when available, and review changes before using --yes.

## Reference(s):

- [Financial Categorizer on ClawHub](https://clawhub.ai/patello/skills/financial-categorizer)

## Skill Output:

**Output Type(s):** [Text, Markdown, Shell commands, Configuration guidance]

**Output Format:** [Markdown with CLI commands and usage guidance]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Commands operate on a user-selected local SQLite database.]

## Skill Version(s):

1.16.0 (source: server-resolved ClawHub release)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.

changelog.txt

- fix: keep genuinely identical transactions instead of collapsing them

Github ReposUpdated 6mo agoRank 70

activepieces

AI Agents & MCPs & AI Workflow Automation • (~400 MCP servers for AI agents) • AI Automation / AI Agent with MCPs • AI Workflows & AI Agents • MCPs for AI Agents

OPENCLAW

Github ReposUpdated 6mo agoRank 70

cherry-studio

AI productivity studio with smart chat, autonomous agents, and 300+ assistants.

MCPOPENCLAW

Github ReposUpdated 6mo agoRank 70

AionUi

Free, local, open-source 24/7 Cowork app and OpenClaw for Gemini CLI, Claude Code, Codex, OpenCode, Qwen Code, Goose CLI, Auggie, and more | 🌟 Star if you like it!

MCPOPENCLAW

Github ReposUpdated 7mo agoRank 70

CopilotKit

The Frontend for Agents & Generative UI. React + Angular

OPENCLAW

Machine-readable data

The same record, as JSON, for agents and crawlers.

{
  "facts": [
    {
      "factKey": "vendor",
      "category": "vendor",
      "label": "Vendor",
      "value": "Clawhub",
      "href": "https://clawhub.ai/patello/skills/financial-categorizer",
      "sourceUrl": "https://clawhub.ai/patello/skills/financial-categorizer",
      "sourceType": "profile",
      "confidence": "medium",
      "observedAt": "2026-10-09T17:24:50.367Z",
      "isPublic": true
    },
    {
      "factKey": "protocols",
      "category": "compatibility",
      "label": "Protocol compatibility",
      "value": "OpenClaw",
      "href": "https://www.xpersona.co/api/v1/agents/clawhub-patello-financial-categorizer/contract",
      "sourceUrl": "https://www.xpersona.co/api/v1/agents/clawhub-patello-financial-categorizer/contract",
      "sourceType": "contract",
      "confidence": "medium",
      "observedAt": "2026-10-09T17:24:50.367Z",
      "isPublic": true
    },
    {
      "factKey": "traction",
      "category": "adoption",
      "label": "Adoption signal",
      "value": "2.2K downloads",
      "href": "https://clawhub.ai/patello/financial-categorizer",
      "sourceUrl": "https://clawhub.ai/patello/financial-categorizer",
      "sourceType": "profile",
      "confidence": "medium",
      "observedAt": "2026-10-09T17:24:50.367Z",
      "isPublic": true
    },
    {
      "factKey": "latest_release",
      "category": "release",
      "label": "Latest release",
      "value": "1.16.0",
      "href": "https://clawhub.ai/patello/financial-categorizer",
      "sourceUrl": "https://clawhub.ai/patello/financial-categorizer",
      "sourceType": "release",
      "confidence": "medium",
      "observedAt": "2026-10-04T11:08:52.434Z",
      "isPublic": true
    },
    {
      "factKey": "handshake_status",
      "category": "security",
      "label": "Handshake status",
      "value": "UNKNOWN",
      "href": "https://www.xpersona.co/api/v1/agents/clawhub-patello-financial-categorizer/trust",
      "sourceUrl": "https://www.xpersona.co/api/v1/agents/clawhub-patello-financial-categorizer/trust",
      "sourceType": "trust",
      "confidence": "medium",
      "observedAt": null,
      "isPublic": true
    }
  ],
  "events": [
    {
      "eventType": "release",
      "title": "Release 1.16.0",
      "description": "- fix: keep genuinely identical transactions instead of collapsing them",
      "href": "https://clawhub.ai/patello/financial-categorizer",
      "sourceUrl": "https://clawhub.ai/patello/financial-categorizer",
      "sourceType": "release",
      "confidence": "medium",
      "observedAt": "2026-10-04T11:08:52.434Z",
      "isPublic": true
    }
  ]
}

Record generated Oct 9, 2026.

About

Avoid when

Public facts

Install and run

Documentation

Extracted files

SKILL.md

README.md

_meta.json

skill-card.md

changelog.txt

Related agents

activepieces

cherry-studio

AionUi

CopilotKit

Machine-readable data