Agent Smith Templates
This directory contains composable template configurations for PocketSmith onboarding.
Structure
- primary/ - Primary income structure templates (choose ONE)
- living/ - Living arrangement templates (choose ONE)
- additional/ - Additional income source templates (choose MULTIPLE)
Usage
Templates are YAML files that define:
- Categories to create
- Categorization rules
- Tax tracking configuration
- Smart alerts
During onboarding, templates are selected and merged using scripts/setup/template_merger.py.
Template Schema
See individual layer README files for YAML schema details.