This is an interesting and smart use case for locally run (and properly siloed) AI. Kind of an “identify any broad trends when it comes to spending habits based on this statement data, with particular focus on discretionary spending and areas where I can save money”.

Have you tinkered with any LLMs for this? If so, which ones do better than others? I could see SLMs being really good for this eventually.

Set in 2005? But that was just a few years ag… Fuck!