🧁 Budget Categorization

How can we categorize transactions?

The core function of budgeting for me is categorizing expenses, trying to figure out which buckets my money goes into during a month or year is super insightful. I took a few of my CC transactions and checking transactions to make a baseline of logic of categorization.

Here is what an example looks like:

🍰 Try It

If you want you can visit here to try it: https://www.muffin-company.com/money/upload/new

Also the more data I get the better I can make the categorizing algorithm.

πŸ₯ Follow Up

Addition things to follow up with:
  • Deduplication Algorithm if a user uploads multiple CC CSV transactions that overlap, we need to deduplicate, this can be a little complicated if there is more than one transaction on the same date with the exact same description

  • CSV Parsing Flexibility There are probably lots of different CSV formats and I want to support lots of them.

  • Better Categorization as I get more data I can improve the categorization.

🍰 Test The Market

Who does budgeting? Where are they hanging out? How I can connect with them? Are they excited about what I am building? Is this better than ChatGPT? I want to connect with more people before I built out a lot more features. Are they excited about what I am building?

Until we bake again,

Muffin Company

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