A cli tool which categorizes my transactions based on their description using substring matching and regex.

The transactions are stored in a postgres database in which the schema is found at schema.sql

The process pretty much goes like this.

• There are categories, which you create via the database
• There are "rules", which you specify and input via the database. Each rule specifies a specific regex or substring match condition (indicated by the rule_type column, see below) which would map a transaction's description to a category
• The cli pulls the transactions from the database and processes them with the rules and updates them accordingly

• Install via cargo install --path ./fin_cli
• Setup the env variable FIN_DATABASE_URL
• Create the database via the schema psql $FIN_DATABASE_URL -f ./schema.sql

• Add transactions via csv format using fin_cli add, use fin_cli add --help, for more info
  • Currently supporting ING csv exports and simple csv exports from bendigo online banking
• Classify all the transactions using fin_cli classify-all
• Classify all the transactions with no categories set using fin_cli classify-uncategorised

The cli tool doesn't support this, I personally use Noco Db to manage entries. But you can use any database client, or just raw sql.

The current rule types must be one of

• "REGEX"
• "STRING_MATCH"

These are specified via the rule_type column in the rule table.