Statement Sensei helps converts bank statement PDFs to CSVs using the monopoly CLI library. The offline version of the app is available on the releases page.
Statement Sensei can be run as an offline application on Windows, MacOS or Linux.
The offline application runs Streamlit locally, and uses a WebView window to view the browser frontend at http://localhost:8501.
Currently supported banks: | Bank | Credit Statement | Debit Statement |
---|---|---|---|
Bank of America | β | β | |
Chase | β | β | |
Citibank | β | β | |
DBS/POSB | β | β | |
HSBC | β | β | |
Maybank | β | β | |
OCBC | β | β | |
Standard Chartered | β | β | |
UOB | β | β | |
ZΓΌrcher Kantonalbank | β | β |
[!WARNING] The offline app may raise security warnings during installation.
Specifically on MacOS, the application will show an "app is damaged and can't be opened" error.
These security warnings happen because the release binaries are unsigned, and are incorrectly flagged as malware.
To get around this, follow these steps for MacOS / Windows.
The Windows Defender alert can be bypassed by clicking "More info" -> "Run anyway".
Install system dependencies using brew or apt-get (necessary since pdftotext
needs them)
apt-get install build-essential libpoppler-cpp-dev pkg-config ocrmypdf
or
brew install gcc@11 pkg-config poppler ocrmypdf
Install app dependencies with Poetry:
poetry install
poetry shell
To run the consumer-facing application:
python entrypoint.py
To run the application in developer mode:
streamlit run webapp/app.py
Otherwise, to run the application as a container:
docker compose up
or:
docker pull benjaminawd/statementsensei:latest
docker run -p 8501:8501 benjaminawd/statementsensei:latest
If running locally with docker: you can either store passwords in an environment variable as a string
export PDF_PASSWORDS='["pass123", "otherpw123"]'
or store them in an .env file in the project root:
echo 'PDF_PASSWORDS=["foo"]' > .env