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I've written a tool that can import data from my various bank accounts and credit cards. It's semi-automatic. Uses machine learning to guess the correct account

• djhworld 8y ago
  I was thinking of using ML for this approach too but tbh most of my transactions are predictable, just a simple hashmap of Payee->Account works just as well. Cleaning up the payees is the trickier part. I guess in cases like Amazon, where you might buy a plethora of things across different accounts, ML might be helpful
  • cup-of-tea 8y ago
    The payees in my case are numerous enough that a dictionary would be too much to maintain. I don't actually clean up the payees, although I have thought about it. At the moment I leave the payee string so that if I use register on my bank account, for example, it looks exactly like my bank statement. I generally don't care what shop I bought groceries at. Those payee strings also sometimes contain interesting information like the location of the shop, so I wouldn't want to lose that.