actual-ai

Categorise transactions in Actual Budget using AI.

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Actual AI is a project designed to categorize uncategorized transactions for Actual Budget using OpenAI or OpenAI specification compatible API. It sends requests to the OpenAI API to classify transactions based on their description, amount, and notes. Transactions that cannot be classified are marked as 'not guessed' in notes. The tool allows users to sync accounts before classification and classify transactions on a cron schedule. Guessed transactions are marked in notes for easy review.

README:

🤖 Actual AI

This is a project that allows you to categorize uncategorized transactions for Actual Budget using OpenAI, Anthropic, Google Generative AI, Ollama or any other compatible API.

🌟 Features

📊 Classify transactions using LLM

The app sends requests to the LLM to classify transactions based on their description, amount, and notes.

🔄 Sync accounts before classification

🕒 Classify transactions on a cron schedule

❌ When a transaction cannot be classified, it is marked in Notes as "not guessed," and it will not be classified again.

✅ Every guessed transaction is marked as guessed in notes, so you can review the classification.

🚀 Usage

Sample docker-compose.yml file:

services:
  actual_server:
    image: docker.io/actualbudget/actual-server:latest
    ports:
      - '5006:5006'
    volumes:
      - ./actual-data:/data
    restart: unless-stopped

  actual-ai:
    image: docker.io/sakowicz/actual-ai:latest
    restart: unless-stopped
    environment:
      - ACTUAL_SERVER_URL=http://actual_server:5006
      - ACTUAL_PASSWORD=your_actual_password
      - ACTUAL_BUDGET_ID=your_actual_budget_id # This is the ID from Settings → Show advanced settings → Sync ID
      - CLASSIFICATION_SCHEDULE_CRON=0 */4 * * * # How often to run classification.
      - CLASSIFY_ON_STARTUP=true # Whether to classify transactions on startup (don't wait for cron schedule)
      - SYNC_ACCOUNTS_BEFORE_CLASSIFY=false # Whether to sync accounts before classification
      - LLM_PROVIDER=openai # Can be "openai", "anthropic", "google-generative-ai" or "ollama"
#      - OPENAI_API_KEY= # optional. required if you want to use the OpenAI API
#      - OPENAI_MODEL= # optional. required if you want to use a specific model, default is "gpt-4-turbo"
#      - OPENAI_BASE_URL= # optional. required if you don't want to use the OpenAI API but OpenAI compatible API, ex: "http://ollama:11424/v1
#      - ANTHROPIC_API_KEY= # optional. required if you want to use the Anthropic API
#      - ANTHROPIC_MODEL= # optional. required if you want to use a specific model, default is "claude-3-5-sonnet-latest"
#      - ANTHROPIC_BASE_URL= # optional. default: "https://api.anthropic.com/v1
#      - GOOGLE_GENERATIVE_AI_API_KEY= # optional. required if you want to use the Google Generative AI API
#      - GOOGLE_GENERATIVE_AI_MODEL= # optional. required if you want to use a specific model, default is "gemini-1.5-flash"
#      - GOOGLE_GENERATIVE_AI_BASE_URL= # optional. default: "https://generativelanguage.googleapis.com"
#      - OLLAMA_MODEL=phi3.5 # optional. required if you want to use a Ollama specific model, default is "phi3.5"
#      - OLLAMA_BASE_URL= # optional. required for ollama provider
#      - ACTUAL_E2E_PASSWORD= # optional. required if you have E2E encryption
#      - NODE_TLS_REJECT_UNAUTHORIZED=0 # optional. required if you have trouble connecting to Actual server

📝 Notes from the author

I'm not a Node developer. I have no experience with AI or GitHub actions. I've created this script to help categorise hundreds of transactions in my Actual Budget and decided to publish it.

Feel free to suggest changes or open a MR.

For Tasks:

Click tags to check more tools for each tasks

classify transactions sync accounts review classifications schedule classification mark unclassified transactions

For Jobs:

financial analyst data scientist accountant software engineer ai engineer

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