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Parse PDF bank statements and extract financial transactions such as purchases of stocks and funds. Several banks located in Germany are included.

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BankStatementParser

Project Status: Active – The project has reached a stable, usable state and is being actively developed. Lifecycle: stable R-CMD-check Codecov test coverage

Parse PDF bank statements to get financial transactions of stocks and funds

Description

This R package contains functions to parse PDF bank statements to get financial transactions of stocks and funds. Several banks located in Germany are included (see below for further information).

Installation

devtools::install_github("lorenzbr/BankStatementParser")

Usage

## Example

files <- list.files(system.file("extdata", package = "BankStatementParser"), 
                    pattern = "pdf", full.names = TRUE)
document_names <- basename(files)

i <- 1
file <- files[i]
document_name <- document_names[i]
df_transactions <- BankStatementParser::get_transactions(file, document_name)

list_dfs <- mapply(BankStatementParser::get_transactions, files, 
                   document_names, SIMPLIFY = FALSE)
df_transactions <- do.call(rbind, unname(list_dfs))

path_raw_data <- ""
file_transactions_csv <- "transaction_fullhistory.csv"

BankStatementParser::update_transaction_history(df_transactions, path_raw_data, 
                                                file_transactions_csv)

df_test <- data.table::fread(paste0(path_raw_data, file_transactions_csv))

Documentation

Banks and transaction types supported:

Bank/broker Transaction type
Cortal Consors Purchase, sale, partial sale, dividend
DKB AG Purchase, dividend
onVista Purchase, sale, dividend, storno (dividend), tax prepayment
Scalable Capital Purchase

Contact

Please contact [email protected] if you want to:

  • contribute to this project
  • have additional features included (e.g., other banks or brokers)

You can also submit bug reports and suggestions via e-mail or https://github.com/lorenzbr/BankStatementParser/issues

License

This R package is licensed under the GNU General Public License v3.0.

See here for further information.

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Parse PDF bank statements and extract financial transactions such as purchases of stocks and funds. Several banks located in Germany are included.

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