Get analysis of HDFC bank account and credit card statement
Note
Currently only supports bank account statement parsing and analysis
Expenses by Category
- Install CLI
pip install https://github.com/vipul-sharma20/hdfc-analytics/releases/download/v0.1.0/hdfc_analytics-0.1.0-py3-none-any.whl
(check releases for latest whl releases)
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Prepare bank statement data. Check the configuration section below
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Run the CLI
hdfc-analytics account --statement-csv=./configs/generated_statement.csv --categories-config=./configs/categories.toml --column-config=./configs/column_mapping.toml
Look at configs/ directory for sample configs
Sample set of configurations can be found in configs/ directory.
- Statement: HDFC provides bank statement in XLS format. Download and convert your statement to the format as defined in the sample statement. You'll only need to remove a few rows at the top and at the bottom of the generated statement. Clean and save it to a csv file
- Columns: This configuration stores custom column names to be mapped for the generated sheet columns. Sample config here.
- Categories: This configuration defines some list of strings under a category that the script tries to match and categorize each transactions into. Sample config here.
Warning
This is an open-source code. While there's no shady business happening in the code, I strongly suggest to use this at your own discretion. I strongly suggest all users to thoroughly vet and test the code before integration into any project or use in a production environment. I offer the code as-is and make no representations regarding its correctness, reliability, or safety