Rust app that fetches your Investec transactions and categorizes them using AI.

1. Clone the repository:

   git clone https://github.com/dylanvanh/investec-transaction-buckets
   cd investec-transaction-buckets

2. Setup environment variables:

   cp .env.example .env
   # Edit .env with your actual API credentials

3. Required variables in .env:

   # Required - Investec API
   INVESTEC_X_API_KEY=your_investec_api_key_here
   INVESTEC_CLIENT_ID=your_client_id_here
   INVESTEC_CLIENT_SECRET=your_client_secret_here
   
   # Required - PostgreSQL Database
   DATABASE_URL=postgresql://username:password@localhost:5432/investec_transactions
   
   # AI Model (Ollama runs automatically in container)
   OLLAMA_MODEL=tinyllama:latest
   
   # Optional - for better classification accuracy
   GOOGLE_SEARCH_API_KEY=your_google_api_key_here
   GOOGLE_SEARCH_ENGINE_ID=your_search_engine_id_here
   CITY=cape town

4. Run with Docker Compose:

   docker compose up -d

5. View logs:

   docker compose logs -f app

6. Migrations (sqlx-cli): Install the CLI and manage migrations locally or in CI.

   cargo install sqlx-cli --no-default-features --features rustls,postgres
   
   # create a new reversible migration
   sqlx migrate add -r add_new_table_or_index
   
   # apply, revert, inspect
   sqlx migrate run
   sqlx migrate revert
   sqlx migrate info

   The app runs migrations from disk at startup using Migrator::new(Path::new("./migrations")), so adding new SQL files does not require rebuilding the binary. In Docker, the migrations/ folder is copied into the image.

7. Access database: PostgreSQL is available on port 5432. You can connect using:

   # Connect to PostgreSQL
   psql -h localhost -p 5432 -U investec -d investec_transactions

1. Install dependencies:

   • Rust 1.85+
   • PostgreSQL (local or Docker)
   • Either Ollama or Gemini API key

2. Clone and build:

   git clone https://github.com/dylanvanh/investec-transaction-buckets
   cd investec-transaction-buckets
   cargo build

3. Setup credentials in .cargo/config.toml:

   [env]
   # Required
   INVESTEC_X_API_KEY = "your-investec-api-key"
   INVESTEC_CLIENT_ID = "your-client-id"
   INVESTEC_CLIENT_SECRET = "your-client-secret"
   DATABASE_URL = "postgresql://username:password@localhost:5432/investec_transactions"
   
   # Choose ONE AI service (required)
   # Option 1: Local AI (Ollama)
   OLLAMA_MODEL = "tinyllama:latest"
   
   # Option 2: Cloud AI (Gemini - includes built-in search)
   GEMINI_API_KEY = "your-gemini-api-key"
   GEMINI_MODEL = "gemini-1.5-flash"
   
   # Optional: Improves Ollama accuracy (not needed for Gemini)
   GOOGLE_SEARCH_API_KEY = "your-google-search-api-key"
   GOOGLE_SEARCH_ENGINE_ID = "your-search-engine-id"
   
   # Optional
   CITY = "cape town"

4. Get API keys:

   • Investec: Login to online banking → API settings
   • Gemini API: Get a Gemini API key (if using Gemini)
   • Google Search API: Create Custom Search Engine (optional, improves Ollama)

5. If using Ollama, start it:

   ollama pull tinyllama:latest
   ollama serve

6. Run:

   cargo run

• Fetches recent transactions from Investec API
• Uses AI (Ollama or Gemini) to classify transactions into buckets
• Gemini uses built-in Google Search, Ollama can use external search for better accuracy
• Outputs categorized transactions

• Investec API credentials (required)
• Either Ollama running OR Gemini API key (choose one)
• Google Search API (optional, improves Ollama accuracy)

Transactions are categorized into: Food, Transportation, Entertainment, Bills & Utilities, Healthcare, Income, Transfers, Other.