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Most banks/CC have some sort of export - be it in CSV, OFX, Quicken, etc. Then you import it using your financial story. The real pain is in the categorization
by BeetleB 3y ago
Most banks/CC have some sort of export - be it in CSV, OFX, Quicken, etc. Then you import it using your financial story.
The real pain is in the categorization (was this Groceries, Supplies, Dining, Medical Expense)?
I use KMyMoney which usually picks the same category as the last transaction from the same place. Saves some of the work, but it's still painful. I then wrote a script to export from KMyMoney to ledger format.
- astral303 3y agoCategorization seems like low-hanging fruit given the age of AI we are in today.
- ska 3y agoYou think so? They have such inconsistent reporting, and the data is the exactly hard kind to aggregate massive sets of.
- BeetleB 3y ago> Categorization seems like low-hanging fruit given the age of AI we are in today. AI can assist, but that's it. When I go to a Kroger's store, I may buy food. Or I buy supplies. Or medicine. Or gifts. Or something else. And almost always a combination of these. We are already at 5 categories, without mentioning others. All my CC will report is a transaction at Kroger's. How is an AI supposed to guess how much I spent on each?
- all2 3y agoTake a picture of the receipt and a picture of your groceries, pipe them to appropriate models?
- alchemist1e9 3y agoReckon works well enough for me. https://github.com/cantino/reckon https://github.com/cantino/reckon