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✨ Demo

alt text

Introduction 👋

This repo contains code used for writing the article Visualize your PDF Bank Statement with Python on Medium.


Like me, do you always wonder where your money goes each month and would like to get some insights into your spending? Here's how. Using Python, you can go from a PDF bank statement to a spend insight dashboard built with Python.

Before trying tabula-py, check your environment via tabula-py environment_info() function, which shows Python version, Java version, and your OS environment.

check java version:

!java -version

Run this command to install tabula:

!pip install -q tabula-py

🚀 Usage

There are three (3) Python scripts.

  • parameters: contains the bulk of the code, i.e. parsing data from a PDF bank statement, data cleaning, and manual classification of transactions.

  • plots: contains all the functions for creating the various plots.

  • panel_spend_dashboard: contains the Panel code for putting the final dashboard view together.

📝 License

Copyright © 2019 Phillip Heita.
This project is MIT licensed.

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