Search Results for "fuzzy rule engine"

Tally is an open-source, AI-assisted tool designed to automate the classification of personal financial transactions, helping users turn raw bank data into meaningful categories without manual tagging. At its core, Tally pairs a local rule engine with large language models so that an AI assistant (like Claude Code, Copilot, or any CLI agent) interprets, suggests, and categorizes expenses, savings, subscriptions, and income events based on your own rules and behavior. It generates human-readable reports and can produce HTML, JSON, or Markdown outputs to suit dashboards or personal finance workflows. ...

Firefly III is a personal finance manager and double-entry accounting tool built to help individuals and small organizations track budgets, investments, debts, and expenses. Users can import bank statements (CSV, OFX, QIF) or integrate via APIs, map transaction categories, and reconcile accounts. The system supports budgeting schedules, repeating transactions, automatic categorization rules, and reporting dashboards to analyze trends over time. For investments, it tracks price history,...