I just recently started using Beancount for tracking my personal finances and I really like it so far. I've written some custom importers to parse CSVs from various financial institutions and auto-categorize some of the expenses, income, etc. based on regex matching on the transaction description from the CSV.
I'm able to auto-categorize many of the transactions this way but there will always be some to which I need to manually apply categories. For example, entering "Expenses:Restaurants" for a restaurant I've never been to and thus don't have a corresponding matching rule. I also occasionally add new matching rules and then re-run the importer to generate a new ledger with the new auto-categorizations.
Once I edit the ledger file though I can't rerun the importer or else I'll lose my manually entered labels. Do I just add those one-off entries to the matching rules? Or is there a better way to handle this? Would be curious to hear how others are approaching auto-labeling expenses, etc.
I'm able to auto-categorize many of the transactions this way but there will always be some to which I need to manually apply categories. For example, entering "Expenses:Restaurants" for a restaurant I've never been to and thus don't have a corresponding matching rule. I also occasionally add new matching rules and then re-run the importer to generate a new ledger with the new auto-categorizations.
Once I edit the ledger file though I can't rerun the importer or else I'll lose my manually entered labels. Do I just add those one-off entries to the matching rules? Or is there a better way to handle this? Would be curious to hear how others are approaching auto-labeling expenses, etc.