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-4o-mini"
#      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=llama3.1 optional. required if you want to use a Ollama specific model, default is "phi3.5"
#      OLLAMA_BASE_URL=http://localhost:11434/api # 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 
#      NOT_GUESSED_TAG=#actual-ai-miss
#      GUESSED_TAG=#actual-ai
#      PROMPT_TEMPLATE: >
#        I want to categorize the given bank transactions into the following categories:
#        {{#each categoryGroups}}
#        {{#each categories}}
#        * {{name}} ({{../name}}) (ID: "{{id}}")
#        {{/each}}
#        {{/each}}
#        Please categorize the following transaction:
#        * Amount: {{amount}}
#        * Type: {{type}}
#        {{#if description}}
#        * Description: {{description}}
#        {{/if}}
#        {{#if payee}}
#        * Payee: {{payee}}
#        {{^}}
#        * Payee: {{importedPayee}}
#        {{/if}}
#        ANSWER BY A CATEGORY ID - DO NOT CREATE ENTIRE SENTENCE - DO NOT WRITE CATEGORY NAME, JUST AN ID. Do not guess, if you don't know the answer, return "uncategorized".

Customizing the Prompt

To create a custom prompt, modify the PROMPT_TEMPLATE environment variable to include or exclude variables as needed. Ensure that the Handlebars syntax is correctly used to handle conditional rendering and loops.

Variables

categoryGroups: An array of category group objects. Each category group contains an array of categories.
- categoryGroup is object with the following properties:
  - id: The ID of the category group.
  - name: The name of the category group.
  - categories: An array of category objects.
    - category is an object with the following properties:
      - id: The ID of the category.
      - name: The name of the category.
amount: The absolute value of the transaction amount.
type: The type of transaction, either 'Income' or 'Outcome'.
description: The notes or description of the transaction. This is taken from transaction.notes.
payee: The name of the payee associated with the transaction. This is found by matching the payee ID in the transaction with the payee list.
importedPayee: The imported payee name from the transaction. This is taken from transaction.imported_payee.
date: The date of the transaction. This is taken from transaction.date.
cleared: A boolean indicating if the transaction is cleared. This is taken from transaction.cleared.
reconciled: A boolean indicating if the transaction is reconciled. This is taken from transaction.reconciled.

For Tasks:

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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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