You aren’t going to find a useful AI system for personal use in Finance, you simply don’t have the scale needed to benefit from it. You don’t make enough transactions per month that looking over it yourself is going to be any slower than reading the AI summary.
The question as with most process optimization and data analysis is, what’s the actual result you’re hoping for? If you want it to be able to summarize WALMART, WAL-MART and WMART so you can see those numbers added together, you already know you spent a lot at Walmart. Whare are you going to actually do with that information?
Mordikan@kbin.earth 12 hours ago
Honestly, you don't even need NLP for this. Excel supports regex now so you could just do a call like
=REGEXTEST(A1, "(?!)^w.*mart$"). Then just mark by type and graph out to see where your main spending is coming from.chazwhiz@lemmy.world 5 hours ago
You’re missing the point, that would require sitting down and manually doing that for every conceivable payee. Walmart is just an example. The value of any sort of “intelligent” component would be for this to happen automatically and seamlessly for the user. Hell, the AI layer could just be “write regex for al the possible similar payees across these documents”.
Mordikan@kbin.earth 1 hour ago
That's just called
VLOOKUP(). I think you're over-complicating this process. If you sit down and look at your finances, you'll notice that the number of payees you have isn't some absurd unmanageable amount. As others have mentioned, there's no real use case for involving AI this way. There's no scale, no real benefit to financial tracking, etc. I get this is just to use AI for the sake of using AI, but that's not really a goal when writing financial software.