Categorizing financial transactions for personal finance..
summary
Describes how Yolt categorizes personal financial transactions to support personal finance management, focusing on the data and tooling used (Python ecosystem common at PyData). Covers problems like transaction labeling and organization, and approaches such as feature extraction from transaction data and machine learning models to assign categories for budgeting and analytics.
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chapters (16)
- 0:00Transaction categorization intro
- 1:08Open banking money management
- 3:17Categorization challenges
- 5:23User feedback loops
- 8:57Machine learning categorization
- 13:04Handling feedback biases
- 15:13Custom user categories
- 17:40Crowd wisdom classification
- 20:34Metric learning categories
- 23:01Transaction embedding vectors
- 24:30Hierarchical clustering
- 25:53Visualizing 2D categories
- 28:02Extending architecture
- 29:05One-shot personalization
- 30:49Deployment monitoring
- 31:32Summary
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