finance-analyzer

finance-analyzer

finance-analyzer helps you extract structured CSV data from supported credit-card statement PDFs and explore the results in a local-first web app. Today it is focused on spending, debt, categories, owners, and data-quality checks.

What can I use it for?

You can:

1. extract statement data from supported PDFs,
2. review the results in a browser without uploading your financial data to a backend,
3. keep working with your own CSVs and workspace state locally.

Which statements are supported?

The CLI currently supports only:

1. Santander
2. Visa Prisma

If your PDFs come from a different bank, this repo will not parse them correctly without code changes.

How do I install the CLI?

Install it once with Go:

go install github.com/Alechan/finance-analyzer/pkg/cmd/finpdf2csv@latest

If finpdf2csv is not on your PATH, run it from your Go bin directory instead. On many setups that is $(go env GOPATH)/bin.

How do I extract a PDF?

From the folder that already contains your PDFs:

ls -1
# 2025-03-santander.pdf

finpdf2csv --bank santander 2025-03-santander.pdf

ls -1
# 2025-03-santander.pdf
# 2025-03-santander.pdf.csv

Multiple PDFs plus one combined CSV:

ls -1
# 2025-01-visa.pdf
# 2025-02-visa.pdf

finpdf2csv --bank visa-prisma --join-csvs joined.csv 2025-01-visa.pdf 2025-02-visa.pdf

ls -1
# 2025-01-visa.pdf
# 2025-01-visa.pdf.csv
# 2025-02-visa.pdf
# 2025-02-visa.pdf.csv
# joined.csv

The CLI writes one .csv next to each input PDF. When you pass --join-csvs, it also writes the combined file you requested.

How do I use the website?

The fastest way to see the app is the hosted demo:

• https://alechan.github.io/finance-analyzer/

To run it locally from this repo:

cd web
npm install
npm run build:wasm
python3 -m http.server 8080 -d .

Then open:

• http://localhost:8080

The public site loads demo/public data by default. You can then delete the loaded files or import your own CSVs to work with your own data.

Does the website upload my data anywhere?

No. The web app is 100% local with respect to your finance data.

In this repo there is:

1. no application backend,
2. no server-side database,
3. no external persistence path for your uploaded CSVs, mappings, or workspace state.

Your data stays in browser storage on your machine. We chose that model so sensitive financial data can stay on-device while the app remains a plain static site that works locally and on GitHub Pages.

The one network dependency in the public web app is the pinned Highcharts CDN for charting code. It fetches JavaScript assets, not your financial data.

How do I run the checks?

From the repo root:

go test ./...
cd web
npm install
npm run test:unit
npm run test:smoke

Where should I look next?

1. web/README.md for web-app-specific commands and validation
2. docs/DEPLOYMENT.md for GitHub Pages deployment details
3. LICENSE for license terms