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Personal finance dashboard

Support for banks and statement

Bank statement type format
State Bank Of India SB, PPF, Loan csv
Canara Bank SB csv
ICICI Bank SB xls
PhonePe UPI pdf

Usage

Parsing all data

  1. Clone
  2. pip install -r requirements.txt
  3. Copy account statements into ./data/<bank>/, same abbrev as pf/plugins/*.py
  4. Create ./data/.passwords, one password per line.
  5. run ./main.py

Visualizing data

  1. run make to install js deps
  2. ./server.py
  3. open http://localhost:3000