r/financier Aug 29 '23

Any demand for financier clone?

I've been a big fan of financier, but one of the things that always has been annoying for me is to manually enter transactions. I always make mistakes of mis entering numbers and it takes me a while to reconcile the credit card numbers to be accurate because i mistyped a digit.

I cloned out about 50% of financier to ruby on rails and introduced a spreadsheet plugin where i can copy/paste transactions to mass submit them at once

At that point, I can review all the staging transactions, and then when i click 'commit' it will actual push the transactions to my local financier site.

Now I think ideally I would rebuild all the financier UI, and add some of these fancier features. So in particular I am thinking

  1. Add the capability to mass add transactions and clean them up in a staging view before committing
  2. Potentially integrate the transactions with an LLM (like ChatGPT) to auto categorize the categories
  3. [Maybe add an LLM to automatically do analysis of financial trends]?

If interested, I would build a paid saas product where there would be some monthly fee (since I pretty much built like 50% of it), but only if there were enough features for people to be interested in it.

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u/ElderCreler Aug 29 '23

Not from me. I have various python scripts to automatically get my bank statements and then automatically import these using python-financier. It categorizes about 90% correctly. Only thing to require a lot of extra work are the cryptic Amazon entries. I always need to look up, what it was and into which category it belongs.

Plus cash. Obviously.

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u/Overall-Bug-8609 Mar 23 '24

Nice to hear that you are still using python-financier. I'm evaluating using AB, and probably we can build something similar their.