Welcome to banking-statement-summarizer repo

ℹ️ Note: This summarizer only works with Frank OCBC Account as of now

⚠️ Please use this summarizer with caution! The script is intended to be used personally (Why is this safe?). I will not be held responsible for the leakage of private information into the public.

Why is this repo created?

I found a hard time tracking my cashflow and since I receive my banking e-statements every month, I thought to make a summary and visualisation from all statements that I got. But, the e-statements are in PDF form and as I receive more e-statements in the future, it would be tedious to extract the relevant information into an Excel sheet and create visualizations one-by-one manually.

So, I came up with a brilliant solution (I think so :/), which is to make use of Python to automate the process. And I am looking forward for others to contribute on this project to cover other banks, so that everyone can make use of this automation for their finances.

For whom is this repo intended?

Perfect for anyone who wants to track their cashflow by creating a summary and visualisation of it.

Installation

Make sure you have Python 3 installed in your machine. If you haven't, you can download from Python Website or you could find tutorials in Youtube on how to install Python 3.

• Using zip file

1. Download the zip file from this repo and extract the folder to a location that is familiar to you (e.g. Desktop). Open that folder.
2. For Windows users, type cmd in the location bar of Windows Explorer and press Enter. For Linux users, right-click on an empty space and click 'Open in Terminal'. For Mac users, detailed steps coming soon...
3. Type or paste this code in the cmd or terminal

   pip install -r requirements.txt
   

   or

   pip3 install -r requirements.txt
   

   , this command will install the required Python packages to run the script.

• Using git (Make sure that git is installed, if haven't, install it from git website.)

1. For Windows users, type cmd in the location bar of Windows Explorer and press Enter. For Linux users, right-click on an empty space and click 'Open in Terminal'. For Mac users, detailed steps coming soon...
2. In cmd or terminal, change your current working directory to somewhere that you prefer (e.g. Desktop or Downloads) using the cd command.
3. Type or paste this code in the cmd or terminal

   git clone https://github.com/nicklimmm/banking-statement-summarizer
   

4. Type or paste this code in the cmd or terminal

   pip install -r requirements.txt
   

   or

   pip3 install -r requirements.txt
   

   , this command will install the required Python packages to run the script.

How can I use this?

1. Open the script folder, then move all your PDF e-Statements into it (Make sure to not rename the original e-Statements).
2. On that folder, for Windows users, type cmd in the location bar of Windows Explorer and press Enter. For Linux users, right-click on an empty space and click 'Open in Terminal'. For Mac users, detailed steps coming soon...
3. Type or paste this code in the cmd or terminal

   python3 create_summary.py
   

   or

   python create_summary.py
   

   or

   py create_summary.py
   

   , this command will run the summarizer script.
4. In order to have access on your PDF e-statement, the script will ask for the password (Why is this safe?).
5. Wait for a few seconds, then an Excel file will be created in the same folder that contains the summary and the visualization of your cashflow.

Why is this safe?

• When the script is asking for your password, the password will be hidden when you type the password.
• The script does not save your passwords in any way.
• The Excel file created only contains the cashflow.
• After unlocking your PDF e-Statements, it will be locked again.