I’m Canadian and have been using https://lunchmoney.app/ for tracking with Plaid integrations.

They have an api and I got llm to write a CLI for it.

That way agent can pretty much pull the data it needs or wants.

One thing I also had it do is build up a series of rules for tagging which then I run a cron for once a day.

Every once in a while I just ask it to look over the rules and make new ones for uncategorized transactions.

(As a side note I think having LLM “memoize” a task through a rule engine or code is really nice pattern)

But once you have the cli with query you can pretty much ask the agent to do anything.

jnfr 2 days ago | parent | next [-]

Awesome to hear! (founder of Lunch Money here :)- thanks for the shoutout!)

	▲	aleksiy123 2 days ago \| parent [-]
		Of course it’s a great product and has been serving me well ever since intuit killed mint. I think my only request is to expose the rules engine as a declarative api in v2. I ended up locally caching the transactions data, using cel/aip-160 as a rules engine then having the script apply the results on the data.

mbm 2 days ago | parent | prev [-]

Nice! What are your main use-cases?

I’m planning to buy an apartment soon so I wanted to be able to chat and say what kind of mortgage can I afford and where should I cut spending.

The other use case funnily enough was to ask how much I’m spending on hobby dev.

Make sure I’m not getting carried away across llm subscriptions, as well as cloud costs.

I think the nice part is once you have the cli you just use the agent in your ide as your chat interface.

	▲	mbm 2 days ago \| parent [-]
		Same here -- I mainly use Driggsby from Codex or Claude Code, not ChatGPT or Claude actually. Thanks for sharing about the apartment -- that's super cool and a really great use-case.