Hello :wave: Has anybody figured out how to create some AI/ML algorithm that can quickly predict a category based on transaction descriptions? I am lazy and you figure there would be a better system to quickly figure out the categories with all the users out adding their data. I have a ton of tra…

Add the following column to your sheet and it will get new hints for transactions. It won’t help with existing rows. “Category Hint” You can also add “Merchant Name” and with those two, you should be able to get more categories ready to update.

@yossiea , can you please elaborate on how adding these columns would help in auto categorizing the transactions? Are these columns filled by the Tiller feeds automatically, if we just create placeholder for these columns? or is it something that we need to fill manually for the existing transaction…

The columns would be filled in automatically with new transactions. They come from Yodlee and give a really good idea on what the category should be if you want more details.

Thanks for sharing @yossiea !! Will add those columns and see how good of a job it does in determining the category for the new transactions.

One other thing you can do, and I think it’s free for a bit is to use GPT for Sheets and Docs. I then add a column into my Transaction sheets and put the following formula in: =gpt_classify(C4,Categories!$A$2:A) This takes C4, which is a description and matches it against the categories. IIRC, it wa…

Just gave it a try… But, it looks like we need a paid subscription in OpenAI to use the extension “GPT for Sheets and Docs”. But, looking at your formula, it seems like it is classifying the Category based on our own Categories defined in the Categories sheet, which is pretty good. And I tried add…

You do need a paid subscription, but it’s pay as you go. It’s real easy to setup, you sign on, create an API key and use that key in your app. As you can see below, I haven’t really seen a large charge, and you can of course set a limit where the API key will stop working. [image]

That’s a relief… :slight_smile: Thanks for sharing @yossiea . Will definitely set that up.

Two more suggestions. In the options, you can overwrite the formula with the number , not the CHATGPT formula so you don’t keep running the formula. Also, if possible, the GPT3 is faster and allows for more API calls than GPT4.

I had just set this up with GPT-3.5 (gpt-3.5-turbo) model and I tried using the formula that you shared for my 100 recent transactions. When I referenced the “Description” field which I usually update it with meaningful text, it seems to have categorized 50% of my transactions perfectly. And when I…

AI alogorithm to automatically figure out categories

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cps December 21, 2023, 4:50am 17

Hey, sure, I updated my original post with a video demo here: Tiller AI AutoCat - #2 by morgan

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AI alogorithm to automatically figure out categories

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