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Categorize CSV Command

Purpose​

Analyze transaction descriptions in normalized CSV files and populate the category column with appropriate spending categories.

Arguments​

  • $1: Directory path containing normalized CSV files

Categories​

CategoryKeywords
engineeringCURSOR, OPENAI, ANTHROPIC, REPLICATE, GOOGLE CLOUD, VERCEL, AWS, GITHUB
tradingTRADINGVIEW
foodTRADER JOE, WHOLE FOODS, DOORDASH, restaurant, grocery
billsRENT, CON EDISON, SPECTRUM, utilities
entertainmentNETFLIX, SPOTIFY, DISNEY, MIDJOURNEY
amazonAMAZON, AMZN (purchases, not Prime)
subscriptionsPrime, recurring monthly services
transfersVENMO, APPLE CASH, ZELLE, bank transfers
incomePAYCHECK, salary, ACH CREDIT, interest
loansSTUDENT LN, DEPT EDUCATION
travelAirlines, hotels, Uber/Lyft rides
healthpharmacy, medical, gym
otherDefault fallback

Workflow​

  1. Find all normalized_*.csv files in directory
  2. For each transaction, analyze description
  3. Assign appropriate category
  4. Update the category column in place
  5. Stop hook validates output

Usage​

/finance-categorize-csv data/january/