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sakowicz / actual-ai

Categorise transactions in Actual Budget using AI.
MIT License
83 stars 3 forks source link

Suggestions #14

Open bugmancx opened 5 months ago

bugmancx commented 5 months ago

I just wanted to say that this is off to a great start. I love the idea.

I am unable to provide a pull request, as I completely butchered your code on my end, but I experimented with your code and made some tweaks to this to help make matching better from my personal experience.

For each request, I sent it a copy of my existing rules so that it could understand what other types of categorisations I make to help make more informed decisions.

I created a JSON file which contained a description of each category to provide better context about when to choose it. I also marked some categories here as DO-NOT-USE.

I instructed it to research the merchant if it could not categorise it to see if this would help with its matching.

I instructed it to use the last category chosen for that merchant if there is a match (in lieu of having a rule already in place via Actual!) because I found that sometimes it would choose different categories for effectively the same merchant.

Hopefully this gives you some ideas for improving this tool!

virtualJonesie commented 3 months ago

Do you mind sharing how you accomplished this? I would love to provide this context to the AI to help better categorize my transactions.