Bank Statement Analyzer

A Streamlit web application that automatically extracts, analyzes, and visualizes your spending from PDF bank statements.

Features

• Extracts date, merchant, and amount from PDF bank statements. (Verified RBC, Rogers, and CIBC)
• Filter transactions and reports by any time period you choose.
• Download all extracted and categorized transactions as a CSV file.

Multiple Views

• Summary: See total income, expenses, and a pie chart by category.
• Favorite Stores: View your most-visited merchants ranked by spend or frequency.
• Trend Analysis: Track your spending over time with a line chart.
• Net Spend Table: Compare net spending by category across different time periods.

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How to Run

1. Clone the repository:

   git clone https://github.com/purpledragon-ca/Bank_Statement_Analyzer.git
   cd Bank_Statement_Analyzer 

2. Install dependencies:

   pip install -r requirements.txt

3. Run the Streamlit app:

   streamlit run app.py

4. Open your browser to the URL provided by Streamlit (usually http://localhost:8501).

Customization

You can customize the merchant name mapping and spending categories by editing the following files:

• merchant_map.json: Use this to group different merchant names under a single, standard name. For example, map "Walmart Store #123" and "WALMART.COM" to "Walmart".

  {
    "Walmart Store #123": "Walmart",
    "WALMART.COM": "Walmart"
  }

• category.json: Define your spending categories and the keywords (standardized merchant names) that belong to them.

  {
    "Groceries": ["Walmart", "SUPERSTORE", "SAFEWAY"],
    "Entertainment": ["Netflix", "Spotify"],
    "Restaurants": ["STARBUCKS"]
  }

Upcoming

• User-friendly ways to modify Categories.