norman-categorize-transactions

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:

3. The transaction description / reference text
4. The counterparty name
5. The amount and pattern (recurring = likely subscription)

6. Similar past transactions

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

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

9. Call list_invoices to find matching unpaid invoices (by amount or client)

10. Use link_transaction to connect the payment to the invoice

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

12. Use upload_bulk_attachments for multiple receipts

13. Use link_attachment_transaction to connect receipts to transactions

14. 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.