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AojdevStudio merged 2 commits into from
Sep 24, 2026
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docs(simplefin): list the payment thank-you patterns in CategoryRules.md #189

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docs(simplefin): list the payment thank-you patterns in CategoryRules.md
AojdevStudio Sep 24, 2026
1b59a9d
docs(simplefin): rewrap the card-payment paragraph
AojdevStudio Sep 24, 2026
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15 changes: 9 additions & 6 deletions .claude/skills/TransactionSyncing/CategoryRules.md
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Original file line number Diff line number Diff line change
Expand Up @@ -109,11 +109,14 @@ because the sync upserts the category on every row it touches.

A bill payment posts twice: a debit on the funding account and a credit on the
card, worded `PAYMENT - THANK YOU` or truncated by the issuer to
`AUTOMATIC PAYMENT - THANK`. `thank you` and `payment - thank` sit in Credit
Card Payment so the credit leg does not inflate income figures summed from
credits. A bounced payment posts as a `Returned Payment` debit for the amount
it unwinds; it is the mirror of a non-spend event and nets in the same category,
while the issuer's separate `RETURNED PAYMENT FEE` is real spend.
`AUTOMATIC PAYMENT - THANK`. `payment - thank you`, `payment thank you`, and
`thank you for your payment` sit in Credit Card Payment so the credit leg does
not inflate income figures summed from credits. A bare `thank you` is not a
pattern: merchant memos such as `THANK YOU FOR SHOPPING` would book a real
purchase as a bill payment and drop it from spend. A bounced payment posts as a
`Returned Payment` debit for the amount it unwinds; it is the mirror of a
non-spend event and nets in the same category, while the issuer's separate
`RETURNED PAYMENT FEE` is real spend.

## Deliberately left Uncategorized

Expand Down Expand Up @@ -147,7 +150,7 @@ asserts the two match, so edit the code first and this list second.

### Credit Card Payment

`applecard`, `gsbapayment`, `chase payment`, `amex payment`, `discover payment`, `credit card payment`, `american express credit card`, `chase credit ca`, `wf credit card`, `apple credit card`, `amex epayment`, `chase credit card`, `thank you`
`applecard`, `gsbapayment`, `chase payment`, `amex payment`, `discover payment`, `credit card payment`, `american express credit card`, `chase credit ca`, `wf credit card`, `apple credit card`, `amex epayment`, `chase credit card`, `payment - thank you`, `payment thank you`, `thank you for your payment`

### Giving

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