Building a Personal Finance Tracker: From Bank PDFs to Interactive Dashboard
Most personal finance apps want access to your bank accounts. I didn’t want that. Instead, I built a system that processes bank statement PDFs, categorizes every transaction, and generates an interactive dashboard—all locally, with no data leaving my machine except monthly summaries. Here’s how we built it. The Problem I have multiple bank accounts (current account, two credit cards). Each sends monthly PDF statements. To understand my spending, I needed to: ...