I want to use AI to help me categorize my spending at Costco.
I found a Costco Receipts Downloader chrome extension that works great. It creates a CSV file with all my itemized receipts.
I’ve written a program to send the item description to a LLM that returns a closest match to my existing Categories. I then match the itemized and categorized expenses to the single line item in my Transactions table.
I’m struggling to figure out the best way to automate importing the new itemized transactions and remove the original lump sum transaction. I’ve tried using openpyxl to write directly to my xlsx file but that causes lots of additional problems. I’ve also tried creating a csv for import using the CSV import tool.
I don’t think either solution is right so I’m hoping someone here might be able to steer me in the right direction. I’ve just started using Tiller this week so it’s entirely possible that I am missing an obvious way to do this.
Hi @dshovel ! Welcome to Tiller! I would’ve thought the CSV Importer tool would’ve been great for this. What issue are you facing there/ concern with that method?
Yeah the CSV uploader is generally a manual process but if you like you can bypass that and instead directly edit the sheets? ie if you can also program something to interact with the sheets directly? ie find the original transaction, insert the number of lines from the split and then paste in the data?
The CSV importer should work. You could then use autocat once the transactions are imported in your transactions sheet, especially if come things like groceries are bought frequently.
Hi @twalane, the import tool works great. I’m just looking to automate the process of replacing the original lump sum transaction with my new splits.
Hi @ctlee, I should spend more time with the direct manipulation route. I was using openpyxl for that. I’m curious what you would recommend. The challenge I saw initially was that the Transaction table range was incorrect and several formatting inconsistencies appeared. If this is the best route then I think I can deal with those items.
@dshovel oh, I think I missed a sentence when I first read this, I thought this was entirely a manual account thing, are you saying you have both an automated feed and now you’re trying to import the splits manually as well? If I’ve understood correctly you should just have this as a manual account.
Unfortunately, I don’t have a recommended tool it’s just that automating using the CVS uploader would require more access than using another program to edit the excel file directly. seems like your openpyxl might fit the bill otherwise a google scripts might also fit the bill if you can have it output to repeatable file.
Thanks! I’d probably pass over the data manually after the import to to make sure all is ok and it did not duplicate. Or use a version of the account reconciliation sheet to make sure all the data is there.
Hi all, circling back to this thread to provide an update. I found the xlwings python library that does a great job manipulating my tiller transactions sheet without affecting the excel table range or formatting.
I also found an Amazon chrome extension to get order detail more easily than requesting an order history export.
I now have the app automatically itemizing and applying categories to transactions from Costco, Walmart, and Amazon.
