Improvement: categories

[lenod]

It would be nice to have categories (like: this operation is for food, this one is for gifts, etc.), manually, or automatically detected (recurrent operations can be recognized).

[jsilvestre]

Can this ticket be marked as enhancement please? @lenod this is surely something I'd love to see in the application. There are just one thing to consider about it: should we do it automatically? (creating a crowdsourced database for that, doing "small big data" just in the user's data).

Also, we should define categories smartly, do you have an idea of categories?

Thanks for the suggestion anyway!

[lenod]

I think it could be done partly automatically (when it fails, the user can do it by hand).
I think of something like in www.budgea.com (done by one of the developers of boobank on which cozy-fpm is based). But it would be better to have what you describe as "small big data".
Examples of categories can be : rent, supermarket, gifts, shopping, insurance, taxes, fuel, mobile phone/internet subscription, etc.
When manually giving a category to a transaction, the user could be asked "do you want to categorize as well all the similar transactions?", to categorize the transactions with similar name.
To sum up, several steps :

• allow user-defined categories (possibliy propose an initial list of common categories)
• allow manual assignment of a category to a particular transaction
• allow to automatically (i.e. a posteriori AND in the future) categorize the similar transactions
• automatic categorization (but this is more difficult and is what you call "small big data")

The first three points would be nice and quite easy to implement.

[frankrousseau]

Hi @lenod
You're right that would be great! Would you like to contribute by developing one of your point ? We can provide you assistance.

[lenod]

I don't have time (and enough skills) right now otherwise it would be already done ;)
I will probably have a look at it later if noone does.

[EtienneM]

Hi!
I am really interested in this feature. Any news on this? Anybody started working on it?

[jsilvestre]

hi @EtienneM
@bnjbvr got bored of the application not moving forward and created Kresus (https://github.com/bnjbvr/kresus) which is another way to browse your banking operations. You still need the cozy-pfm application to actually retrieve the operations, but Kresus let you manage things like...categories!

[EtienneM]

Awesome! I guess this issue can be closed then.

Thanks a lot