ℹ️ Note: This summarizer only works with Frank OCBC Account as of now

⚠️ Please use this summarizer with caution! The script is intended to be used personally. I will not be held responsible for the leakage any private information into the public.

I found a hard time tracking how much money do I get or spend in a certain amount of time and since I receive my banking e-statements every month, I thought to make a summary and visualisation from all statements that I got.

But, the e-statements are in PDF form and as I receive more e-statements in the future, it would be tedious to extract the relevant information into an Excel sheet and create visualizations one-by-one manually. So, I came up with a brilliant solution (I think so :/), which is to make use of Python to automate the process.

Perfect for anyone who wants to track their cashflow by creating a summary and visualisation of it, and had some experience in using Python.

Make sure you have Python 3 installed in your machine. If you haven't, you can download from Python's Official Website or you could find tutorials in Youtube on how to install Python 3.

• Windows

1. Download the zip file from this repo and extract the folder to a location that is familiar to you (e.g. Desktop).
2. Open that folder, type cmd in the location bar of Windows Explorer and press Enter. The command prompt will be opened.
3. Type pip install -r requirements.txt, this command will install the required Python packages to run the script.

• MacOs and Linux (Detailed steps coming soon... You can install according to your OS, if stuck, you could search for help in the internet)

1. Open the script folder, then move all your PDF e-Statements into it (Make sure to not rename the original e-Statements).
2. On that folder, type cmd in the location bar of Windows Explorer and press Enter. The command prompt will be opened.
3. Type python create_summary.py, this command will run the summarizer script.
4. In order to have access on your PDF e-statement, the script will ask for the password (Why is this safe?).
5. Wait for a few seconds, then an Excel file will be created in the same folder that contains the summary and the visualization of your cashflow.

• When the script is asking for your password, the password will be hidden when you type the password.
• The script does not save your passwords in any way.
• The Excel file created only contains the cashflow.
• After unlocking your PDF e-Statements, it will be locked again.