Dmitry - Many thanks for your great examples. I'll follow your lead and use classifiers instead of rules engines.
I did some experiments using Bayes and TfIdf classifier and had encouraging results. Here is the classifier library I used: https://github.com/alexandru/stuff-classifier I also like your CLI approach & will copy it. In ruby, there's a nice tty toolkit (https://github.com/piotrmurach/tty) that has components (tty-box, tty-cursor, tty-screen) for building UI features like the ones you used in `into-ledger`. Thanks again, Andy On Saturday, October 20, 2018 at 2:14:23 PM UTC-7, Dmitry Kakurin 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] <javascript:> on behalf of Andy L < > [email protected] <javascript:>> > *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] <javascript:>. > 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.
