🏷 Norman Categorize Transactions OpenClaw Plugin & Skill | ClawHub

Help the user categorize and organize their bank transactions:

1. Fetch uncategorized transactions: Call search_transactions to find transactions that need attention. Look for unverified or uncategorized entries.

2. Smart categorization: For each transaction, suggest a category based on:

   • The transaction description / reference text
   • The counterparty name
   • The amount and pattern (recurring = likely subscription)
   • Similar past transactions

3. Update transactions: Use categorize_transaction to assign the correct bookkeeping category (SKR04 chart of accounts for German businesses).

4. Invoice matching: When a transaction looks like an incoming payment:

   • Call list_invoices to find matching unpaid invoices (by amount or client)
   • Use link_transaction to connect the payment to the invoice

5. Document attachment: Remind the user to attach receipts for expenses:

   • Use upload_bulk_attachments for multiple receipts
   • Use link_attachment_transaction to connect receipts to transactions

6. Verification: After categorizing, use change_transaction_verification to mark transactions as verified.

Present transactions in batches of 10-15 for manageable review. Show: Date, Amount, Description, Suggested Category.