Review
purch_review_transactionSay what a row is — purchase, recurring, transfer, income, fee, ignored — with a category, a vendor and a reason. Amount and date never change. A reasoned act (P-5). Read purch_vocabulary first and propose from the person's own categories and vendors. purchase is one-off spending; recurring is spending that repeats (rent, streaming, insurance) — name the vendor and the subscription is declared for you, then confirmed month by month (P-6). A transfer is money moving between the person's own accounts (card payoffs, brokerage, savings, an owner draw): give it a category saying WHERE it went, so the ledger's bank balance still ties to the statement. Leave that blank only when the money is already recorded elsewhere in these books, such as a client payment against an invoice you issued; those rows are then listed as not posted rather than counted twice. A fee is the bank's charge; income is money in; ignored is a row that is not theirs to track. Never alter the amount or the date — a wrong row means a wrong source, re-read and re-imported. Effects: status, category, vendor, note recorded; subscription declared for a recurring row with a vendor.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Anything the person said about it. | |
| reason | No | Why — part of the record. | |
| status | Yes | What it is. | |
| vendor | No | The vendor's proper name; the row's description becomes its alias. Required for recurring. | |
| cadence | No | For recurring: how often. Defaults to monthly. | |
| category | No | The person's own word for it (groceries, software, travel). Empty beats guessed. | |
| claim_ref | No | The expense report or claim it went on, if any. | |
| transaction_id | Yes | The row, e.g. T-0012. | |
| reimbursable_by | No | A work expense someone pays back: who ("Acme Corp, expenses"). Clear it with an empty value. |