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Transaction Extractor

A Python tool for extracting and analyzing transactions from PDF bank statements. This tool helps you understand your spending patterns by grouping transactions by merchant and providing detailed analysis.

Features: Extract transactions from PDF bank statements Group by merchant with intelligent categorization Calculate totals and averages for each merchant Filter transactions by search terms Export to CSV for further analysis Smart grouping combines related merchants (e.g., all Uber services, all QuikTrip locations) Handles edge cases like comma-separated amounts

Requirements: Python 3.x pdfplumber library

Installation: Clone or download this repository Install required dependencies: pip install pdfplumber

Use:

  1. Place your PDF bank statement in the same directory as extraction.py
  2. Update the pdf_path variable in the script to match your PDF filename:
    pdf_path = "your_statement.pdf"
  3. Run the script:
    python3 extraction.py

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Extracts transactions from bank statements and groups the similar transactions together

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