It finally happened. It’s time for me to dive into plain text accounting.
My one requirement for bookkeeping apps: automatic categorization. They all support it for new transactions, but not initial imports. Have to manually tag years of transactions. Feels antiquated when LLMs exist. tweet
Here are the tools I’m trying right now:
The process will start with plaid2qif, which will pull all my bank records from all my accounts, on a month-by-month basis. Those go into an import folder, which is ingested by hledger-flow into hledger. Then, I’ll write rules using hledger’s categorization engine so I can automatically tag my previous transactions, as well as any new ones.
I’ve been interested in PTA for a long time, but I’ve put it off because it seems like a huge investment of time.
Now, with ⟐ Claude Code, it’s more reasonable to imagine building an ingestion pipeline; mostly because I won’t actually have to build it.
I’ll write more here as I continue to work on it.