bank-statement-parser
CommunityAutomate bank statement parsing and dedupe.
AuthorEGAdams
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps parse and validate bank statement PDFs, addressing issues like duplicate check transactions and bank statement summary errors. It deduplicates checks listed in multiple sections and validates ending balances with intelligent error detection.
Core Features & Use Cases
- PDF Parsing with Deduplication: extracts transactions using Docling and removes duplicate checks.
- Smart Validation: ensures totals and endings balances are consistent, detects bank statement anomalies.
- Database Integration: imports parsed transactions into a MySQL database and migrates to expenses for UI display, while preventing duplicates.
Quick Start
Run the workflow: python3 scripts/parse_and_validate_pdf.py may_statement.pdf 1 to parse and validate a sample statement. Use the wipe/reimport flow to refresh data if needed.
Dependency Matrix
Required Modules
doclingsqlalchemypandas
Components
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: bank-statement-parser Download link: https://github.com/EGAdams/planner/archive/main.zip#bank-statement-parser Please download this .zip file, extract it, and install it in the .claude/skills/ directory.