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