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Setup guide

Transaction Categorization Agent for Instinct

The $19 Transaction Categorization Agent runs on Instinct as three plain-text files: set it up once in Instinct, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Transaction Categorization Agent - $19Instinct overview

What the Transaction Categorization Agent does

Instinct is built for standing work like this - set it once, then it runs on your word. It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. You approve the batch.

Uncoded transactions pile up all month, and categorizing them means reading payee strings and trying to remember how you coded the same vendor last time.

Where the three files go in Instinct

Hand the three files (skill.md, setup-prompt.txt, usage-prompt.txt) to Instinct in chat. It keeps the context across sessions, so the setup survives: run the setup prompt once, approve the fictional-data test, and the agent becomes a standing workflow you trigger with one line. This is the closest fit to how the agents are designed to run.

What a run looks like on Instinct

A run looks like this: you tell Instinct to run transaction-categorization with this run's inputs, and it works through the saved skill. The output - it proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status - is prepared for your review, and Instinct asks before anything is sent, spent or committed.

Setup, step by step

  1. Hand skill.md, setup-prompt.txt and usage-prompt.txt to Instinct in chat and ask it to keep them for the job (for example: transaction categorization).
  2. Run the setup prompt once; the agent runs transaction-categorization on fictional sample data first - approve that test before real work.
  3. Instinct keeps the context across sessions, so the setup survives as a standing workflow.
  4. Trigger each real run with one line and this run's inputs; Instinct asks before it sends, spends or commits - the same gates the agent is designed around.

Honest limits on Instinct

Instinct is in early access and its capabilities are expanding; always approve the sample-data test before pointing the agent at real work.

Questions people ask

Does the Transaction Categorization Agent work on Instinct?

Yes - the agent is three plain-text files, and on Instinct they live in Instinct. The four setup steps below are the whole job: Hand skill.md, setup-prompt.txt and usage-prompt.txt to Instinct in chat and ask it to keep them for the job (for example: transaction categorization). Then run the setup prompt once; the agent runs transaction-categorization on fictional sample data first - approve that test before real work.

What does the Transaction Categorization Agent produce on Instinct?

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. Instinct prepares it and asks before anything leaves your approval. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Instinct?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Instinct or its makers. Platform names belong to their owners; capabilities change, so check Instinct's current documentation.

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AI Agent Skills is an independent store, not affiliated with Instinct or its makers. Platform names belong to their owners.