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Personal Finance Dashboard / Q1 2025

Bank Statement PDFs Parsed Into a Dashboard.

Automated PDF extraction, multi-account consolidation, and spending analytics.

// The Build

Two Python modules: a PDF parser and an analytics dashboard. The parser uses pdfplumber for table extraction with regex fallback for line-by-line transaction matching when table detection fails. Handles Chase Checking and Chase Credit Card statement formats, with year inference from the statement period header.

Parsed transactions feed into a categorization engine (9 spending groups: Bills and Utilities, Transportation, Food and Dining, Shopping, Entertainment, Health, Financial, Business, Other) with payee pattern matching. Integration with Actual Budget for direct account creation and categorized transaction import. Grafana dashboard for visual spending analytics across multiple accounts.

// outcome

Bank statement processing fully automated. Multi-account spending analytics in one view.

83

Source files

2

Modules (parser + dashboard)

auto

PDF extraction

multi

Account consolidation

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