FYI for those who might be tempted to feed their entire ledger into the thing, keep in mind the privacy implications of doing this. The queries are very likely logged and even if used indirectly as training data for further updates, might leak your personal info to someone else generating transaction data. Just saying... it might not be obvious to some.
On Sat, Apr 1, 2023 at 10:51 PM Red S <[email protected]> wrote: > 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 [email protected] 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 [email protected] 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 <[email protected]> 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 [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/b08ca160-539a-4d7a-ba9c-8540f214d2bcn%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/b08ca160-539a-4d7a-ba9c-8540f214d2bcn%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- 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 [email protected]. 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