WorkedMoney / bills
Auto-categorize a year of household card transactions
Tools: Claude Code, SheetLink CLI, Google Sheets
Setup, access, approval gate, failure notes
- Setup / prompt
- Build a merchant→category lookup from 890 already-tagged transactions; Claude handles only new or ambiguous merchants; each decision becomes a new rule.
- Access required
- Read-only transaction feed (via the author's own sync tool) and the budget sheet
- HITL checkpoint
- User decides the genuinely ambiguous handful (two on a recent batch)
- Outcome & failure notes
- About 95% of merchants map to one category, so the lookup table does most of the work and the AI layer shrinks over time. Transfers and card payments are deliberately left alone. Note: the author builds and sells the sync tool used.
- Evidence type
- Builder first-hand (vendor author)
Source: SheetLink blog · 2026-06-23 · Checked 2026-10-19