README.md

In lorenzbr/BankStatementParser: Parse PDF Bank Statements to Get Financial Transactions

BankStatementParser

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 [e-mail] 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.

lorenzbr/BankStatementParser documentation built on May 31, 2022, 1:20 a.m.