I have done a little work to do plain text extraction from PDF statements, do a little cleanup, pass text to a local model to structure into data (json), prior to converting to BC transactions. Statements that use different columns, for instance, for debits and credits are kind of hard to deal with reliably with deterministic rules, but in some experiments so far models like 32b sized Qwens have done quite well. With local models would just be careful about how much they are asked to do, and how precisely they are asked to do it.
On Fri, Jul 25, 2025 at 11:12 AM Joshua Cabrera <[email protected]> wrote: > Hi all, > > Does anyone care to share any tinkering they've done with AI tools > recently? > > I found Tammo's post sharing a project for a bean-query MCP server > <https://groups.google.com/g/beancount/c/VC91-6yLBE4/m/ihCVGU6BBwAJ> > which is quite interesting. > > I've been using Beancount for just over a year, but as a layman, I've > struggled to automate my workflow. > > I was thinking of installing a local model to explore benefits, which is > how I found Tammo's post. > > Also, would anyone share thoughts on how well or poorly this might go? > > - share my existing ledger for inference, > - share an account statement as the raw transaction input I wish to > record, and > - prompt the model to output the proposed Beancount transactions that > I can review and then save to my ledger. > > It seems like this would work well by iterating on the prompt, but I would > appreciate any feedback before I potentially lose precious weekend hours on > this idea. > > Cheers, > Josh > > -- > 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 visit > https://groups.google.com/d/msgid/beancount/4f44c92f-f7d0-4306-8b86-dd1659257e99n%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/4f44c92f-f7d0-4306-8b86-dd1659257e99n%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]. To view this discussion visit https://groups.google.com/d/msgid/beancount/CANoO%3DwTrh9h5jU9chM6t369r8Z45wrLM3H%3DjmkGHihRCvok4Cw%40mail.gmail.com.
