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Bank Statement Analyzer

Introduction

The Bank Statement Analyzer is a Python-based application that extracts, parses, and analyzes transactions from PDF bank statements. It provides detailed analysis including negative balances, total revenue, deposit counts, repeating withdrawals, and average revenue for each month.

Features

  • Extract text from PDF bank statements
  • Parse transactions and categorize them by month
  • Analyze transactions to provide insights
    • Negative balances
    • Total revenue
    • Deposit count
    • Repeating withdrawals
    • Average revenue

Installation

  1. Clone the repository:

    git clone https://github.com/yourusername/bank_statement_analyzer.git
  2. Navigate to the project directory:

    cd bank_statement_analyzer
  3. Create and activate a virtual environment:

    python3 -m venv venv
    source venv/bin/activate  # On macOS/Linux
  4. Install the required packages:

    pip install -r requirements.txt

Usage

  1. Run the analyze_bank_statements.py script:

    python analyze_bank_statements.py
  2. Enter the path of the bank statement PDF when prompted:

    Enter the path of the bank statement PDF: /path/to/your/bank_statement.pdf
    
  3. View the analysis results printed in the terminal.

File Structure

bank_statement_analyzer/
│
├── app.py
├── analyze_bank_statements.py
├── templates/
│   ├── index.html
│   └── result.html
├── requirements.txt
└── README.md

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Reads bank statements

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