PDF aggregator

Aggregate account PDF statements into JSON and visualize aggregated financial data as timeline.

Works offline and relies on tika for PDF parsing and matplotlib for plotting. It relies on regular expressions stored in simple configuration files to extract bank statements balance, date, account number...

Installation

pip install -r requirements.txt

Usage

Aggregate

Scan PDF files and aggregate financial data into an accounts.json summary file:

python aggregate.py path/to/folder/with/PDF

or

python aggregate.py path/to/file.pdf

--help for more options.

Add a new config

python aggregate.py path/to/PDF/file --test

It should print out the content of the pdf. Then test regular expression:

python aggregate.py path/to/PDF/file --test 'Ending balance on (\d+)/(\d+)/(\d+)

You can then create conf file and test detection with -vvv:

python aggregate.py path/to/PDF/file -vvv

Plot

Plot aggregated data:

python plot.py path/to/folder/with/multiple/accounts.json

or

python plot.py path/to/accounts.json

--help for more options.

Example:

python.exe .\plot.py .\accounts\ --subtotals --no_real_estate_appreciation