Very neat! I've got to admit, I'm bowled over by the natural language interface working so well.
Amazon purchase classification is almost the only area of classification where smart_importer doesn't do greatly well for me, since there are few repeat purchases or keywords. Good to know about aichat too. That said, here are the results I tried to replicate with the same data. Note the claim at the bottom: "You can use any account name you like as long as it doesn’t contain spaces," and its incongruency with literally every classification containing a space. One of the limitations of the current generation is a lack of a confidence-in-results indicator, which shows up here. 2022-08-19 * "Amazon.com" "Beginning Drawing Atelier: An Instructional Sketchbook" Assets:Zero-Sum-Accounts:Amazon-Purchases -24.71 USD Expenses:Art Supplies 2022-09-14 * "Amazon.com" "Amazon Basics Clear Sheet Protectors for 3 Ring Binder, 8.5 x 11 Inch, 200-Pack" Assets:Zero-Sum-Accounts:Amazon-Purchases -18.16 USD Expenses:Office Supplies 2022-10-05 * "Amazon.com" "Bosch Rear Wiper Blade H307 /3397011429 Original Equipment Replacement- 12\" (Pack of 1)" Assets:Zero-Sum-Accounts:Amazon-Purchases -11.6 USD Expenses:Auto Parts 2023-01-26 * "Amazon.com" "Duxtop 1600W Single Burner Electric Cooktop, Electric Hot Plate for Cooking, Electric Stove with Sensor Touch Control, Portable Infrared Burner with T" Assets:Zero-Sum-Accounts:Amazon-Purchases -69.43 USD Expenses:Kitchen Appliances 2023-01-26 * "Amazon.com" "PILOT Parallel Caligraphy Pens, Assorted Point Sizes and Colors, 6 Count (12722)" Assets:Zero-Sum-Accounts:Amazon-Purchases -32.44 USD Expenses:Art Supplies 2023-02-28 * "Amazon.com" "Laptop Stand, Laptop Holder Riser Computer Stand, Adjustable Aluminum Foldable Portable Notebook Stand, Compatible with MacBook Air Pro, HP, Lenovo, D" Assets:Zero-Sum-Accounts:Amazon-Purchases -14.29 USD Expenses:Laptop Accessories In this example, I’ve added a category to each transaction by adding a new line after the transaction line and indenting it by two spaces. The category is specified as an account name and is preceded by a colon. You can use any account name you like as long as it doesn’t contain spaces. On Saturday, April 1, 2023 at 7:51:20 AM UTC-7 ree...@gmail.com wrote: > I used a command-line tool, aichat <https://github.com/sigoden/aichat>, > to pipe transactions to GPT-4 and categorize expenses. I gave it the > following input (generated according to Booking Amazon Purchases > <https://reds-rants.netlify.app/personal-finance/booking-amazon-purchases/> > ): > > 2022-08-19 * "Amazon.com" "Beginning Drawing Atelier: An Instructional > Sketchbook" > Assets:Zero-Sum-Accounts:Amazon-Purchases -24.71 USD > > 2022-09-14 * "Amazon.com" "Amazon Basics Clear Sheet Protectors for 3 Ring > Binder, 8.5 x 11 Inch, 200-Pack" > Assets:Zero-Sum-Accounts:Amazon-Purchases -18.16 USD > > 2022-10-05 * "Amazon.com" "Bosch Rear Wiper Blade H307 /3397011429 > <(339)%20701-1429> Original Equipment Replacement- 12\" (Pack of 1)" > Assets:Zero-Sum-Accounts:Amazon-Purchases -11.6 USD > > 2023-01-26 * "Amazon.com" "Duxtop 1600W Single Burner Electric Cooktop, > Electric Hot Plate for Cooking, Electric Stove with Sensor Touch Control, > Portable Infrared Burner with T" > Assets:Zero-Sum-Accounts:Amazon-Purchases -69.43 USD > > 2023-01-26 * "Amazon.com" "PILOT Parallel Caligraphy Pens, Assorted Point > Sizes and Colors, 6 Count (12722)" > Assets:Zero-Sum-Accounts:Amazon-Purchases -32.44 USD > > 2023-02-28 * "Amazon.com" "Laptop Stand, Laptop Holder Riser Computer > Stand, Adjustable Aluminum Foldable Portable Notebook Stand, Compatible > with MacBook Air Pro, HP, Lenovo, D" > Assets:Zero-Sum-Accounts:Amazon-Purchases -14.29 USD > > Using the following prompt and command: > > cat amz.beancount | aichat add categorized expense postings to balance > each of the following transactions, preserving the included zero sum > posting. do not use spaces in account names > out.beancount > > I got these results: > > 2022-08-19 * "Amazon.com" "Beginning Drawing Atelier: An Instructional > Sketchbook" > Assets:Zero-Sum-Accounts:Amazon-Purchases -24.71 USD > Expenses:Art:Instructional-Sketchbook > > 2022-09-14 * "Amazon.com" "Amazon Basics Clear Sheet Protectors for 3 Ring > Binder, 8.5 x 11 Inch, 200-Pack" > Assets:Zero-Sum-Accounts:Amazon-Purchases -18.16 USD > Expenses:Office-Supplies:Sheet-Protectors > > 2022-10-05 * "Amazon.com" "Bosch Rear Wiper Blade H307 /3397011429 > <(339)%20701-1429> Original Equipment Replacement- 12\" (Pack of 1)" > Assets:Zero-Sum-Accounts:Amazon-Purchases -11.6 USD > Expenses:Car:Maintenance > > 2023-01-26 * "Amazon.com" "Duxtop 1600W Single Burner Electric Cooktop, > Electric Hot Plate for Cooking, Electric Stove with Sensor Touch Control, > Portable Infrared Burner with T" > Assets:Zero-Sum-Accounts:Amazon-Purchases -69.43 USD > Expenses:Kitchen:Appliances > > 2023-01-26 * "Amazon.com" "PILOT Parallel Caligraphy Pens, Assorted Point > Sizes and Colors, 6 Count (12722)" > Assets:Zero-Sum-Accounts:Amazon-Purchases -32.44 USD > Expenses:Art:Calligraphy-Pens > > 2023-02-28 * "Amazon.com" "Laptop Stand, Laptop Holder Riser Computer > Stand, Adjustable Aluminum Foldable Portable Notebook Stand, Compatible > with MacBook Air Pro, HP, Lenovo, D" > Assets:Zero-Sum-Accounts:Amazon-Purchases -14.29 USD > Expenses:Office-Supplies:Laptop-Stand > > There was some trial and error that resulted in the final prompt. At > first, it removed the zero-sum postings and only output expenses. The > expense accounts had spaces in their names (e.g. "Expenses:Office > Supplies:Laptop Stand"). There is still room for improvement (I don't > really care to have an account for laptop stands). Overall, it looks very > helpful. Perhaps a good workflow is to use GPT to categorize a small batch > of expenses, manually correct them, and then use smart_importer > <https://github.com/beancount/smart_importer> to handle the rest. > > If anyone else has tips please share! > > > On Saturday, April 1, 2023 at 1:53:46 AM UTC-4 Red S wrote: > >> Great idea. Talk about drudgery! >> >> On Friday, March 31, 2023 at 12:35:09 AM UTC-7 bl...@furius.ca wrote: >> >> I haven't tried yet but my hope is that gpt would be great at writing >> test code. Can you imagine? >> >> On Fri, Mar 31, 2023, 01:03 Red S <redst...@gmail.com> wrote: >> >> Fantastic! Hooray for reducing drudgery! >> >> It's apparently quite effective at using code from existing github >> projects. I love the code explanations in natural language. >> >> -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/b08ca160-539a-4d7a-ba9c-8540f214d2bcn%40googlegroups.com.
