Automated and AI assisted transaction-statement formatting and categorising workflow.
I'm wanting to build a mega data import workflow for budgeting and spending analysis.
Ideally it would work like this:
- I download my transaction history for the past 6 months from each bank account I own in a CSV format.
- Those files are downloaded into an Automator 'folder action' which then imports that data into a new sheet of an existing Numbers file.
- That data is then sent to ChatGPT with prompts to perform several functions in a loop.
a. Rearrange the columns into a standard format. (ie. Date, Amount, Description)
b. Categorise each transaction by type: (Income, Expense, Bill, Debt, Transfer) and add those categories to a new column.
i. For transfers - ensure that a withdrawal from account A matches a depost into account B,
ii. otherwise list it as an expense)
c. Further catagorise each transaction by name. (ie. Rent, Groceries, Take-away, etc, etc) and add those names to a new column.
4.Copy the analysed data back to Numbers.
Would this even be possible to program/script?
I know that excel can already do this using Power Query and other tools, but I'm trying to stick with-in the apple ecosystem as much as possible.