Personal Finance Desk built on JarvisCore
For years I have had every figure about my money and not once a story I could argue with. So I built one on JarvisCore. You hand it a bank statement, the locked PDF exactly as it arrives, and five agents pick it up in turn: the Proposer reads the whole thing and suggests the categories that fit my life rather than a generic chart of accounts, the Categoriser places every transaction into them, the Watchdog says what departs from a place's own pattern, the Coach writes the plain account of where the money went, and the Auditor separates cost from waste. What made it hold together is that none of them know each other's names. The Coach does not call the Auditor, it asks for whatever offers 'avoidable_cost' in the mesh and waits, so I can swap an agent out and nothing else has to be told.Thanks to the inbuilt memoryOs once you correct one transaction placement and every payment to that place, past and future, follows it. The code is public, check it out for more info https://github.com/Prescott-Data/office-hour-demos/tree/main/community-spotlight/personal-finance
Replies
Can a correction apply to just one payment rather than every payment to that merchant?
The same store can sell work supplies and personal purchases. A preview of affected transactions with an undo would help avoid turning one correction into a new batch of mistakes.