Good reminder about privacy. There is an open source chatbot, Vicuna
<https://github.com/lm-sys/FastChat>, which plans to release training
weights next week meaning you can use it privately and offline.

On Sat, Apr 1, 2023 at 10:57 PM Martin Blais <[email protected]> wrote:

> FYI for those who might be tempted to feed their entire ledger into the
> thing, keep in mind the privacy implications of doing this.
> The queries are very likely logged and even if used indirectly as training
> data for further updates, might leak your personal info to someone else
> generating transaction data.
> Just saying... it might not be obvious to some.
>
>
>
> On Sat, Apr 1, 2023 at 10:51 PM Red S <[email protected]> wrote:
>
>> 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.
>>
>> On Saturday, April 1, 2023 at 7:51:20 AM UTC-7 [email protected] wrote:
>>
>>> I used a command-line tool, aichat <https://github.com/sigoden/aichat>,
>>> to pipe transactions to GPT-4 and categorize expenses. I gave it the
>>> following input (generated according to Booking Amazon Purchases
>>> <https://reds-rants.netlify.app/personal-finance/booking-amazon-purchases/>
>>> ):
>>>
>>> 2022-08-19 * "Amazon.com" "Beginning Drawing Atelier: An Instructional
>>> Sketchbook"
>>>   Assets:Zero-Sum-Accounts:Amazon-Purchases  -24.71 USD
>>>
>>> 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
>>>
>>> 2022-10-05 * "Amazon.com" "Bosch Rear Wiper Blade H307 /3397011429
>>> <(339)%20701-1429> Original Equipment Replacement- 12\" (Pack of 1)"
>>>   Assets:Zero-Sum-Accounts:Amazon-Purchases  -11.6 USD
>>>
>>> 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
>>>
>>> 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
>>>
>>> 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
>>>
>>> Using the following prompt and command:
>>>
>>> cat amz.beancount | aichat add categorized expense postings to balance
>>> each of the following transactions, preserving the included zero sum
>>> posting. do not use spaces in account names > out.beancount
>>>
>>> I got these results:
>>>
>>> 2022-08-19 * "Amazon.com" "Beginning Drawing Atelier: An Instructional
>>> Sketchbook"
>>>   Assets:Zero-Sum-Accounts:Amazon-Purchases  -24.71 USD
>>>   Expenses:Art:Instructional-Sketchbook
>>>
>>> 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:Sheet-Protectors
>>>
>>> 2022-10-05 * "Amazon.com" "Bosch Rear Wiper Blade H307 /3397011429
>>> <(339)%20701-1429> Original Equipment Replacement- 12\" (Pack of 1)"
>>>   Assets:Zero-Sum-Accounts:Amazon-Purchases  -11.6 USD
>>>   Expenses:Car:Maintenance
>>>
>>> 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:Calligraphy-Pens
>>>
>>> 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:Office-Supplies:Laptop-Stand
>>>
>>> There was some trial and error that resulted in the final prompt. At
>>> first, it removed the zero-sum postings and only output expenses. The
>>> expense accounts had spaces in their names (e.g. "Expenses:Office
>>> Supplies:Laptop Stand"). There is still room for improvement (I don't
>>> really care to have an account for laptop stands). Overall, it looks very
>>> helpful. Perhaps a good workflow is to use GPT to categorize a small batch
>>> of expenses, manually correct them, and then use smart_importer
>>> <https://github.com/beancount/smart_importer> to handle the rest.
>>>
>>> If anyone else has tips please share!
>>>
>>>
>>> On Saturday, April 1, 2023 at 1:53:46 AM UTC-4 Red S wrote:
>>>
>>>> Great idea. Talk about drudgery!
>>>>
>>>> On Friday, March 31, 2023 at 12:35:09 AM UTC-7 [email protected] wrote:
>>>>
>>>> I haven't tried yet but my hope is that gpt would be great at writing
>>>> test code. Can you imagine?
>>>>
>>>> On Fri, Mar 31, 2023, 01:03 Red S <[email protected]> wrote:
>>>>
>>>> Fantastic! Hooray for reducing drudgery!
>>>>
>>>> It's apparently quite effective at using code from existing github
>>>> projects. I love the code explanations in natural language.
>>>>
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