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Merge Accounts Command

Merge all normalized_*.csv files in a directory into a single agentic_merged_transactions.csv.

Arguments​

  • $1: Month directory path

Input​

Multiple normalized CSV files:

  • normalized_checkings.csv
  • normalized_savings.csv
  • etc.

Output​

Single merged file: agentic_merged_transactions.csv

Merge Rules​

Combining Records​

  1. Read all normalized_*.csv files
  2. Concatenate all records
  3. Sort by date (descending - newest first)
  4. Preserve account_name to track source

Balance Handling​

  • Each row keeps its original balance
  • Do NOT recalculate balances across accounts

Duplicate Detection​

  • Warn about potential duplicates
  • Do NOT auto-remove (transfers look like duplicates)

Workflow​

  1. Read directory path from $1
  2. Find all normalized_*.csv files
  3. Read and validate each file
  4. Concatenate all DataFrames
  5. Sort by date descending
  6. Write to agentic_merged_transactions.csv
  7. Stop hook validates output

Usage​

/finance-merge-accounts data/january/