get_transactions: Get transactions from bank statements Parse all PDF bank...

View source: R/get_transactions.R

get_transactionsR Documentation

Get transactions from bank statements Parse all PDF bank statements to get transaction data

Description

Get transactions from bank statements Parse all PDF bank statements to get transaction data

Usage

get_transactions(file, document_name, all_pages = TRUE, 
                        depot_bank = NA)

Arguments

file

A single character string. The full path and file name of the PDF.

document_name

A single character string. The name of the PDF.

all_pages

Logical (default is TRUE) which indicates whether to read every page in PDF.

depot_bank

A single character string. Is optional (default is NA).

Value

get_transactions returns a data frame with the following columns:

  • isin The identifier ISIN

  • wkn The identifier WKN

  • name Name of the investment

  • quantity Quantity/number of stocks.

  • transaction_price Price of the transaction.

  • transaction_value Value of the transaction (includes fees).

  • transaction_fee Fee of the transaction. Adds up all fees.

  • transaction_date Date of the tranaction.

  • transaction_time Time of the transaction.

  • transactiontype Type of the transaction (e.g., purchase, sale).

  • document_page Page of the transaction in the PDF document.

  • document_name Name of the PDF document.


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