Plaid Category Mapping

Trigger

Use this skill when the user:

• Needs to understand Plaid's transaction category system
• Wants to map Plaid categories to custom app categories
• Is building a budgeting or expense tracking feature
• Needs to display human-readable category labels
• Wants to aggregate spending by category
• Is migrating from the legacy category system to personal_finance_category

Required Inputs

• Use case: Budgeting, expense tracking, tax prep, analytics, or custom
• Granularity: Whether the user needs primary (broad) or detailed (specific) categories

Workflow