Initial commit
This commit is contained in:
Zhongwei Li
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{
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"name": "Foundation: Personal Living",
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"description": "Core personal expense categories for everyday living, aligned with ATO guidance",
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"layer": "foundation",
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"priority": 0,
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"applies_to": ["all"],
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"ato_aligned": true,
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"categories": [
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{
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"name": "Income",
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"parent": null,
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"description": "All income sources",
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"ato_section": "Income"
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},
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{
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"name": "Salary/Wages",
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"parent": "Income",
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"description": "Employment income from salary or wages",
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"ato_section": "Item 1"
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},
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{
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"name": "Other Income",
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"parent": "Income",
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"description": "Income not covered by other categories",
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"ato_section": "Item 24"
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},
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{
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"name": "Interest Income",
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"parent": "Income",
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"description": "Interest from bank accounts and investments",
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"ato_section": "Item 10"
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},
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{
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"name": "Food & Dining",
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"parent": null,
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"description": "Food and meal expenses"
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},
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{
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"name": "Groceries",
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"parent": "Food & Dining",
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"description": "Supermarket and grocery shopping"
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},
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{
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"name": "Restaurants",
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"parent": "Food & Dining",
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"description": "Dining out at restaurants"
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},
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{
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"name": "Cafes & Takeaway",
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"parent": "Food & Dining",
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"description": "Coffee shops and takeaway food"
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},
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{
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"name": "Housing & Utilities",
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"parent": null,
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"description": "Housing costs and utilities"
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},
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{
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"name": "Rent/Mortgage",
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"parent": "Housing & Utilities",
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"description": "Rent or mortgage payments"
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},
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{
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"name": "Electricity",
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"parent": "Housing & Utilities",
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"description": "Electricity bills"
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},
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{
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"name": "Gas",
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"parent": "Housing & Utilities",
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"description": "Gas bills"
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},
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{
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"name": "Water",
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"parent": "Housing & Utilities",
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"description": "Water bills"
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},
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{
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"name": "Internet & Phone",
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"parent": "Housing & Utilities",
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"description": "Internet and phone services"
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},
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{
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"name": "Home Maintenance",
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"parent": "Housing & Utilities",
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"description": "Repairs and maintenance for your home"
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},
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{
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"name": "Transportation",
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"parent": null,
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"description": "Transport and vehicle expenses"
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},
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{
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"name": "Fuel",
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"parent": "Transportation",
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"description": "Petrol and diesel for personal vehicles"
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},
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{
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"name": "Public Transport",
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"parent": "Transportation",
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"description": "Buses, trains, trams, ferries"
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},
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{
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"name": "Vehicle Registration",
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"parent": "Transportation",
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"description": "Vehicle registration and CTP insurance"
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},
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{
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"name": "Vehicle Maintenance",
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"parent": "Transportation",
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"description": "Car servicing and repairs"
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},
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{
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"name": "Parking & Tolls",
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"parent": "Transportation",
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"description": "Parking fees and road tolls"
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},
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{
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"name": "Healthcare & Insurance",
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"parent": null,
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"description": "Medical expenses and insurance"
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},
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{
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"name": "Medical",
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"parent": "Healthcare & Insurance",
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"description": "Doctor visits and medical expenses"
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},
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{
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"name": "Dental",
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"parent": "Healthcare & Insurance",
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"description": "Dental care expenses"
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},
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{
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"name": "Pharmacy",
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"parent": "Healthcare & Insurance",
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"description": "Prescription and over-the-counter medications"
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},
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{
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"name": "Health Insurance",
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"parent": "Healthcare & Insurance",
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"description": "Private health insurance premiums"
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},
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{
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"name": "Life Insurance",
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"parent": "Healthcare & Insurance",
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"description": "Life and income protection insurance"
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},
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{
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"name": "Personal & Lifestyle",
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"parent": null,
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"description": "Personal care and lifestyle expenses"
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},
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{
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"name": "Clothing & Footwear",
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"parent": "Personal & Lifestyle",
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"description": "Clothing and shoes for personal use"
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},
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{
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"name": "Personal Care",
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"parent": "Personal & Lifestyle",
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"description": "Haircuts, cosmetics, toiletries"
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},
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{
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"name": "Entertainment & Recreation",
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"parent": "Personal & Lifestyle",
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"description": "Entertainment, hobbies, and recreation"
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},
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{
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"name": "Fitness & Wellness",
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"parent": "Personal & Lifestyle",
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"description": "Gym memberships, fitness activities, wellness"
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},
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{
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"name": "Gifts & Donations",
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"parent": "Personal & Lifestyle",
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"description": "Gifts and charitable donations (donations may be tax deductible)",
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"ato_section": "D9"
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},
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{
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"name": "Shopping",
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"parent": null,
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"description": "Online shopping and retail purchases"
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},
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{
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"name": "Online Services",
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"parent": "Shopping",
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"description": "Online payment services and digital purchases"
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},
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{
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"name": "Banking & Fees",
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"parent": null,
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"description": "Banking fees and charges"
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},
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{
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"name": "Bank Fees",
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"parent": "Banking & Fees",
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"description": "Account keeping fees and transaction fees"
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},
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{
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"name": "Interest Charges",
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"parent": "Banking & Fees",
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"description": "Interest on personal loans and credit cards"
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},
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{
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"name": "Transfers",
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"parent": "Banking & Fees",
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"description": "Transfers between accounts"
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}
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],
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"rules": [
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{
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"name": "groceries-supermarkets",
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"payee_pattern": "woolworths|coles|aldi|iga|foodland|costco|harris farm|fruit market|drakes|supa.*iga|ritchies|foodworks|friendly grocer",
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"category": "Groceries",
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"confidence": 0.95
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},
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{
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"name": "restaurants-dining",
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"payee_pattern": "restaurant|bistro|steakhouse|italian|chinese|thai|indian|japanese|korean|vietnamese|cafe.*restaurant",
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"category": "Restaurants",
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"confidence": 0.90
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},
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{
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"name": "cafes-coffee",
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"payee_pattern": "cafe|coffee|starbucks|gloria jeans|mccafe|donut king|boost juice",
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"category": "Cafes & Takeaway",
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"confidence": 0.90
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},
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{
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"name": "fast-food-takeaway",
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"payee_pattern": "mcdonald|kfc|hungry jack|domino|pizza hut|subway|nando|red rooster|grill'd|guzman|schnitz",
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"category": "Cafes & Takeaway",
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"confidence": 0.95
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},
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{
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"name": "fuel-petrol",
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"payee_pattern": "shell|bp|caltex|ampol|7-eleven|united.*petrol|metro.*petrol|mobil|esso",
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"category": "Fuel",
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"confidence": 0.95
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},
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{
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"name": "electricity-providers",
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"payee_pattern": "agl|origin|energy australia|red energy|alinta|simply energy|powershop|momentum energy|click energy|sumo|dodo.*power|lumo|people.*energy|diamond.*energy",
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"category": "Electricity",
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"confidence": 0.95
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},
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{
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"name": "gas-providers",
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"payee_pattern": "agl.*gas|origin.*gas|energy australia.*gas|simply energy.*gas|sumo.*gas",
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"category": "Gas",
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"confidence": 0.90
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},
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{
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"name": "water-providers",
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"payee_pattern": "water.*corporation|sydney.*water|yarra.*valley.*water|sa.*water|icon.*water|unitywater|hunter.*water|city west.*water",
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"category": "Water",
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"confidence": 0.95
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},
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{
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"name": "internet-telco",
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"payee_pattern": "telstra|optus|vodafone|tpg|iinet|aussie.*broadband|dodo|belong|internode|southern.*phone|exetel|spintel|tangerine|superloop|mate.*communicate",
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"category": "Internet & Phone",
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"confidence": 0.95
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},
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{
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"name": "public-transport",
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"payee_pattern": "opal|myki|go card|translink|metro.*trains|bus.*service|citylink",
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"category": "Public Transport",
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"confidence": 0.95
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},
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{
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"name": "parking-tolls",
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"payee_pattern": "secure.*parking|wilson.*parking|toll|e-tag|linkt|citylink|eastlink|go via",
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"category": "Parking & Tolls",
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"confidence": 0.95
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},
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{
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"name": "pharmacy-chemist",
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"payee_pattern": "chemist|pharmacy|priceline|terry white|amcal|blooms|soul pattinson|discount.*drug",
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"category": "Pharmacy",
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"confidence": 0.95
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},
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{
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"name": "health-insurance",
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"payee_pattern": "bupa|medibank|hcf|nib|ahm|health.*fund|health.*insurance",
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"category": "Health Insurance",
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"confidence": 0.95
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},
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{
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"name": "gym-fitness",
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"payee_pattern": "gym|fitness|anytime.*fitness|goodlife|f45|jetts|snap.*fitness|crossfit|yoga|pilates",
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"category": "Fitness & Wellness",
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"confidence": 0.90
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},
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{
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"name": "entertainment-streaming",
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"payee_pattern": "netflix|spotify|disney|stan|amazon.*prime|apple.*music|youtube.*premium|paramount|binge",
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"category": "Entertainment & Recreation",
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"confidence": 0.95
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},
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{
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"name": "entertainment-cinema",
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"payee_pattern": "hoyts|event.*cinema|village.*cinema|reading.*cinema|movie.*ticket",
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"category": "Entertainment & Recreation",
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"confidence": 0.95
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},
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{
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"name": "clothing-retail",
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"payee_pattern": "myer|david jones|target|kmart|big w|uniqlo|h&m|zara|cotton on|rebel.*sport|nike|adidas",
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"category": "Clothing & Footwear",
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"confidence": 0.85
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},
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{
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"name": "personal-care-services",
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"payee_pattern": "hair.*salon|barber|hairdresser|beauty|nail.*salon|spa|massage",
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"category": "Personal Care",
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"confidence": 0.90
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},
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{
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"name": "bank-fees",
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"payee_pattern": "account.*fee|monthly.*fee|transaction.*fee|atm.*fee|overdraft.*fee|international.*transaction.*fee",
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"category": "Bank Fees",
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"confidence": 0.95
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},
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{
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"name": "transfers-generic",
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"payee_pattern": "transfer|bpay|osko",
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"category": "Transfers",
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"confidence": 0.80
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},
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{
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"name": "paypal-generic",
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"payee_pattern": "PAYPAL",
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"category": "Online Services",
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"confidence": 0.60,
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"labels": ["$LABEL_GENERIC_PAYPAL"]
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}
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],
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"labels": [],
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"name": "Foundation: Personal Living",
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"layer": "foundation",
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"metadata": {
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"version": "1.0.0",
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"priority": 0,
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"created": "2025-11-25",
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"ato_alignment": "2024-25 tax year",
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"recommended_for": ["new_users", "migration_users"]
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}
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}
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