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Comment by gorgoiler

Kudos, great execution on the project and on the code too.

Question: Is there a good equivalent of the Dewey Decimal system for household and/or business expenses? I like your two level breakdown in default_categories.yaml and the must/need/want system and I’m wondering what prior art you used to put that together?

I see about 800 payees for my own transactions over the past two years and while the big ticket items are easy enough to spot — my favourite grocery store, my landlord, etc. — having a taxonomy that can encompass the long tail of spending would give me confidence that I have 100% understanding of my finances.

Edit: Here’s one from some UN statisticians. Turn to page 40 of the PDF (p27 in print) for the basic structure overview:

https://unstats.un.org/unsd/classifications/Econ/Download/In...

The overview felt quite ergonomic but rebalancing the overview to maintain constant branching might be useful. Section 625 on “retail services” is very large.

parent gorgoiler 1 year ago

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