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.