If it's a single transaction, then obviously it cannot do it automatically. You'll have to split it in your ledger file manually. However, if it's 2 payments, then it would try to guess based on the amount (I do some feature engineering for price classes).
By default, it uses Naive Bayesian classification, but you can use a switch to use TF-IDF instead. TF-IDF tends to work better when you are just starting and ledger is small. - Dmitry On Sat, Oct 20, 2018 at 2:30 PM jungle Boogie <[email protected]> wrote: > Hi, > > How would this work if I buy groceries and snacks at the grocery store and > I want to have these in their respective category? > > What kind of auto categorizing do you do? > > On Sat, Oct 20, 2018, 2:14 PM Dmitry Kakurin <[email protected]> > wrote: > >> Hi Andy, >> Take a look at my tool https://github.com/Dimagog/direct2ledger. >> It does both things you are looking for: downloads transactions and >> automatically classifies them. >> The hardest (and least automated) task right now is creating config file >> with info about your bank accounts. You need to rename >> sample.direct2ledger.yaml to direct2ledger.yaml and fill in the fields as >> instructed by comments. >> But once it’s done it is a breeze to use. Auto classification works so >> well for me that I rarely even do corrections, so it’s pretty much 100% >> automated. >> >> I went thru a similar path as you starting on :-): >> 1. First I was downloading CSVs from all my banks and using into-ledger >> to do auto-classification. >> 2. Downloading per-account was a chore, so I’ve configured Mint.com to >> aggregate all my accounts, downloaded a single CSV from mint and wrote >> mint2ledger tool to import and classify. >> 3. Realized that all by banks support OFX export and wrote direct2ledger >> tool that does everything automatically now. >> >> P.S. Both into-ledger and mint2ledger tools are also available on >> https://github.com/Dimagog. >> >> Thank you, Dmitry Kakurin. >> ------------------------------ >> *From:* [email protected] on behalf of Andy L <[email protected]> >> *Sent:* Friday, October 19, 2018 19:34 >> *To:* Ledger >> *Subject:* Auto-Categorizing Transactions >> >> I'm downloading CSV transaction data and converting to ledger format. >> >> Now I'm wondering what is the best way to auto-categorize transactions. >> I don't want to manually assign payee accounts, tags and comments. >> >> I'm thinking of using a rules engine. (see http://www.ruleby.org) The >> categorization rules would be applied during the CSV-to-Ledger generation. >> The idea of using a rules engine is inspired by Tiller AutoCat (see >> https://www.tillerhq.com/autocat/) >> >> I'm curious to know how others are auto-categorizing transactions. What >> tools and techniques do you use?? >> >> -- >> >> --- >> You received this message because you are subscribed to the Google Groups >> "Ledger" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email [email protected]. >> For more options, visit https://groups.google.com/d/optout. >> >> -- >> >> --- >> You received this message because you are subscribed to the Google Groups >> "Ledger" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to [email protected]. >> For more options, visit https://groups.google.com/d/optout. >> > -- > > --- > You received this message because you are subscribed to the Google Groups > "Ledger" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > For more options, visit https://groups.google.com/d/optout. > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
