Financial Dashboard
Extracts transaction data from bank statement PDFs to show you where your money is going.
About This Tool
This is a small utility that takes those messy bank statement PDFs and turns them into something readable. It parses the document, categorizes your expenses (like rent, food, or gas), and gives you a visual breakdown of your spending habits.
It isn't a bank or a formal budgeting app. It doesn't need to link to your bank accounts—you just upload the PDF, and it analyzes it on the spot.
The Problem It Solves
Tracking expenses from a PDF is a pain. Most people either don't do it or spend way too long copy-pasting into Excel. This app does that work in a few seconds, so you can see your data without the manual entry.
When to Use This
- You want a monthly spending breakdown without giving a third-party app access to your bank login.
- You're getting ready for tax season and need to find specific deductions.
- You have statements from different banks and want to see them all in one place.
How It Works
The app uses OCR to read the text in the PDF. Then, an LLM looks at the transactions to figure out the structure—it ignores the headers and footers and focuses on the dates and amounts. It classifies each merchant (like 'Starbucks' to 'Food') and displays it all in a dashboard.