Gregory's Server@abcdw Was it a one time effort or do you have a prompt which you can use regularly?
I switched to hledger because it supports different rules during CSV import: https://hledger.org/1.40/hledger.html#csv
I do an import every month, and I add entries to my CSV rules file whenever it cannot categorize something.
@gaborudvari No special prompt, I just open a ledger file in Zed and give claude a list of transaction from bank statement (it very likely adds the whole ledger to context and shares it with server, so I consider this ledger public). I check that sums and currencies are correct and slightly adjust the naming/ask to group related transactions. Then repeat the same operation for the transactions of the next day.
I tried to do same with chatgpt-4o this summer, but it generated a lot of nonsense.