cww5 / bank-statement-utility

This is a new repo for automating bank statement processing

bank-statement-utility

This is a new repo for automating bank statement processing. One of the previous repos which was started with a friend of mine is available here on GitHub.

Credits to Matt for starting the work with Google Drive, but to breathe new life into this effort (and help quickly get my finances together) I want to start fresh with as little tasks needed as possible. From there, I will expand to include the work we were doing, and more.

Resulting Dashboard After ETL

Link to Tableau Public Dashboard

Considerations for Future

• Mint API for interfacing directly with bank accounts for streaming data instead of batch processing
• Set up SQL server DB to store data (instead of local files)
• Set up front end to allow for 1) users and 2) directly interfacing with data
• Set up user accounts to interface with web portal and SQL Server DB

Known Issues

During installation, it is known that installing pdftotext can cause some issues. There are known solutions at the following links: Stackoverflow Coder.Haus's Personal Blog [Conda Install](https://anaconda.org/conda-

Just in case the above instructions get taken down, the steps are:

1. Install Anaconda Python.

2. pip install pdftotext gives error saying Microsoft Visual C++ is required

3. In browser: http://visualstudio.microsoft.com/downloads. Tools for Visual Studio 2019 tab > download the Build Tools for Visual Studio 2019. Install the tools by checking the C++ build tools option box and clicking Install.

4. pip install gives new error “Cannot open include file: ‘poppler/cpp/poppler-document.h’. This is because you’re missing the poppler libraries.

5. Need poppler for windows from http://blog.alivate.com.au/poppler-windows. Uncompress the latest library. pip is looking for {Anaconda3 directory}\include\poppler\cpp\poppler-document.h. In the uncompressed folder "include" folder, copy the whole poppler directory (which should have the poppler-document.h file in its lowest subdirectory).

6. Paste into the Anaconda3\include folder.

7. pip install gives new error for a missing linked library, poppler-cpp.lib. run conda install -c conda-forge poppler

8. This installs poppler-cpp.lib file into {Anaconda3 directory}\Library\lib\poppler-cpp.lib Now copy and paste it to {Anaconda3 directory}\libs.

9. pip install pdftotext should work