davweb / chase-pdf-to-csv

Convert Chase UK PDF statements to CSV files

chase-pdf-to-csv

As Chase UK don't offer an option to download transactions in any other format than PDF statements, this script will extract transactions from PDF files and write them to CSV files. This for occasions where you can't use Open Banking.

The script will read transactions from multiple PDFs and create one CSV file per account.

How to Use

1. Checkout this repository.

2. Set up a python virtual environment with:

   python -m venv --prompt chase-pdf-to-csv .venv
   

3. Source the virtual environment with:

   source .venv/bin/activate
   

4. Install required packages using pip:

   pip install pip-tools
   pip-compile requirements.in
   pip-sync
   

5. Create a directory called input in the same directory as the script and put the relevant PDF files there. (The input directory can be changed through command line options.)

6. Run the script with:

   python chase_pdf_to_csv.py
   

7. The CSV files will in the the output directory.

Options

The command line options available to the script are shown below.

Option	Description	Default
-h, --help	Show the help message.
-i <dir>, --input <dir>	Directory containing input PDFs	input
-o <dir>, --output <dir>	Directory for output CSVs	output
-a <dir>, --archive <dir>	If specified move PDFs to this Directory once processed
-n, --no-header	Do not add header row to the output