Support for automatic category classification

[tomer-porat]

I have been using your project for some time now and find it to be a great tool. However, I was wondering if there are any plans to support automatic category classification similar to the caspion project?
If not, do you have any suggestions for alternative solutions that could achieve similar results?

Automatic category classification would greatly enhance the usability of the project, as it would allow users to organize and sort their content easily. It would also save time and effort that would otherwise be spent manually categorizing items.

[daniel-hauser]

I worked on it for a while, but stopped since I wanted the categories to be dynamically calculated and not frozen in time.
The reason I need it is because sometime I rename a category or move a business between categories.

The solution for me is to have a custom formula in the excel file that finds a category if the config (mine is longer of cours) that will best match the memo and description of the transaction

const config = {
  defaultCategory: "אחר/ללא סיווג",
  categories: {
    "מגורים/שכירות": { contains: ["שכירות"], eq: ["שיק//דמי שכירות"] },
    "מגורים/ועד בית": { contains: ["ועד בית"], eq: ["שיק//ועד בית"] },
    "חשבונות/גז": { contains: ["מרכז הגז"] },
    "חשבונות/תקשורת ומחשוב": {
      eq: ["012 MOBILE פרטנר" ],
      contains: ["NETFLIX", "SPOTIFY"],
    },
    "חשבונות/חשמל": {
      eq: ["חב' חשמל מוקד אזורי", "מוקד טלפוני חשמל"],
      startsWith: ["חברת חשמל"],
      contains: ["חשמל בהוראת קבע"],
    },
  }
}

I will be happy to collaborate and think how to integrate into moneyman