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:

   • •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.