Wells Fargo Recurring Transactions

For Claude: How to Use This Skill

Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.

When To Use

• Detect recurring subscriptions, bills, and regular payments from transaction history.
• Track recurring transaction frequency, amounts, and next expected dates.
• Identify spending commitments and subscription creep.
• Persist detected recurring patterns into SerenDB for downstream analysis.

Prerequisites

• The bank-statement-processing skill must have completed at least one successful run with SerenDB sync enabled.
• SerenDB must contain populated wf_transactions and wf_txn_categories tables.
• At least 3 months of transaction data recommended for accurate detection.