taxonomy.toml

# taxonomy.toml — initial document categories and types for Paperless-ngx
#
# Seeded on first setup and every `stack up docs`. Idempotent — existing
# tags are skipped. The LLM prompt includes these as "existing topic tags"
# so it picks from the list instead of inventing inconsistent names.
#
# Organized by what goes into a family's filing cabinet. Not too granular
# (Housing covers rent, mortgage, utilities), not too broad (Finance is
# separate from Taxes because you search for them differently).

[de]
tags = [
    "Versicherung",        # health, car, home, liability, life
    "Finanzen",            # bank statements, retirement, accounts
    "Investments",         # stocks, funds, portfolios, dividends
    "Einkommen",           # salary, freelance income, side jobs
    "Steuer",              # returns, assessments, deductions
    "Finanzamt",           # tax office correspondence, Steuerbescheid
    "Gesundheit",          # doctors, prescriptions, lab results
    "Bildung",             # school, university, courses, further education
    "Kind",                # daycare, activities, allowances, Kindergeld
    "Ehe",                 # marriage certificate, divorce, joint documents
    "Fahrzeug",            # registration, inspections, repairs, fuel
    "Wohnen",              # rent, mortgage, renovations, maintenance
    "Immobilien",          # property purchase, Grundbuch, Makler
    "Architektur",         # floor plans, drawings, building designs
    "Nebenkosten",         # electricity, water, gas, heating
    "Arbeit",              # contracts, pay slips, references
    "Recht",               # legal contracts, notary, court
    "Behörde",             # ID, permits, registrations, Meldebescheinigung
    "Mitgliedschaft",      # clubs, associations, memberships
    "Abonnement",          # streaming, software, magazines
    "Einkauf",             # general shopping, warranties, returns
    "Elektronik",          # computers, phones, gadgets, tech purchases
    "Lebensmittel",        # groceries, supermarket receipts
    "Reise",               # bookings, tickets, travel insurance
    "Haustier",            # vet, registration, insurance
    "Telekommunikation",   # phone, internet, mobile contracts
    "Rezept",              # family recipes, grandma's classics, cooking and baking
    "Erinnerung",          # kids' artwork, letters, postcards, milestone docs
    "Urkunde",             # birth/death certificates, passports, wills, Vollmacht
    "Rente",               # state pension, Riester, company pension, Altersvorsorge
    "Spende",              # charity donations, tax-deductible receipts
    "Garantie",            # warranty cards, proof of purchase for claims
    "Impfung",             # vaccination records, allergy passes, blood type
    "Zugangsdaten",        # WiFi passwords, serial numbers, access codes
]
types = [
    "Rechnung",
    "Quittung",
    "Vertrag",
    "Brief",
    "Bescheinigung",
    "Kontoauszug",
    "Bescheid",
    "Kündigung",
    "Police",
    "Bedienungsanleitung",
    "Protokoll",
    "Buchung",
    "Antrag",
    "Mahnung",
    "Attest",
    "Merkblatt",
    "Verschreibung",
    "Steuerbescheid",
    "Lohnabrechnung",
]

[en]
tags = [
    "Insurance",           # health, car, home, liability, life
    "Finance",             # bank statements, retirement, accounts
    "Investments",         # stocks, funds, portfolios, dividends
    "Income",              # salary, freelance income, side jobs
    "Tax",                 # returns, assessments, deductions
    "Tax Office",          # IRS/HMRC correspondence, tax notices
    "Medical",             # doctors, prescriptions, lab results
    "Education",           # school, university, courses, further education
    "Child",               # daycare, activities, allowances, child benefit
    "Marriage",            # marriage certificate, divorce, joint documents
    "Vehicle",             # registration, inspections, repairs, fuel
    "Housing",             # rent, mortgage, renovations, maintenance
    "Property",            # property purchase, deed, real estate agent
    "Architecture",        # floor plans, drawings, building designs
    "Utility",             # electricity, water, gas, heating
    "Employment",          # contracts, pay slips, references
    "Legal",               # contracts, notary, court
    "Government",          # ID, permits, registrations
    "Membership",          # clubs, associations, memberships
    "Subscription",        # streaming, software, magazines
    "Shopping",            # general shopping, warranties, returns
    "Electronics",         # computers, phones, gadgets, tech purchases
    "Groceries",           # supermarket receipts
    "Travel",              # bookings, tickets, travel insurance
    "Pet",                 # vet, registration, insurance
    "Telecom",             # phone, internet, mobile contracts
    "Recipe",              # family recipes, grandma's classics, cooking and baking
    "Memory",              # kids' artwork, letters, postcards, milestone docs
    "Personal Record",     # birth/death certificates, passports, wills, power of attorney
    "Pension",             # state pension, 401k, company pension, retirement
    "Donation",            # charity donations, tax-deductible receipts
    "Warranty",            # warranty cards, proof of purchase for claims
    "Vaccination",         # vaccination records, allergy passes, blood type
    "Credential",          # WiFi passwords, serial numbers, access codes
]
types = [
    "Invoice",
    "Receipt",
    "Contract",
    "Letter",
    "Certificate",
    "Statement",
    "Notice",
    "Cancellation",
    "Policy",
    "Manual",
    "Protocol",
    "Booking",
    "Application",
    "Payment Reminder",
    "Medical Certificate",
    "Fact Sheet",
    "Prescription",
    "Tax Assessment",
    "Pay Slip",
]