MayBank email statement delivery to CSV or JSON (Monthly)

This project extracts financial data from Maybank statement to JSON or CSV.

Features

• output it in either JSON and CSV formats.
• read folder extract data into single or individual files -The extracted data includes date, description, transaction amount, balance exactly as the statement.

Example of the JSON output:

[
  {
    "date": "01/01/2024",
    "desc": "Deposit from client",
    "trans": 50.0,
    "bal": 1050.0
  },
  {
    "date": "02/01/2024",
    "desc": "Purchase - Office Supplies",
    "trans": -20.0,
    "bal": 1030.0
  }
]

Example of the CSV output:

date,desc,trans,bal
01/01/2024,Deposit from client,50.00,1050.00
02/01/2024,Purchase - Office Supplies,-20.00,1030.00

Getting Started

Follow these steps to set up and run the project:

1. Navigate to the Project Directory

cd <project-folder>

2. Install Virtual Environment

Create a virtual environment:

python3 -m venv venv

3. Activate Virtual Environment

• On Linux/macOS:

  source venv/bin/activate

• On Windows:

  venv\Scripts\activate

4. Install Dependencies

Install the required packages:

pip install -r requirements.txt

5. Run the Application

To execute the program, use:

python3 main.py --path=example.pdf --pwd=01Mar2000

6. View Help Options

For more details on usage:

python3 main.py --help

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Usage

Command:

main.py [OPTIONS]

Options:

Option	Description
--path TEXT	Path to the file or folder containing PDF statements.
--pwd TEXT	Password for PDF statements, assuming the same password for every file.
--format TEXT	Output file format, either csv or json.
--print-summary BOOLEAN	Print a summary of the account statement.
--merge BOOLEAN	Output only a single merged file.
--help	Show help information and exit.

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Example Command:

To process a PDF file with the password 01Mar2000:

python3 main.py --path=example.pdf --pwd=01Mar2000
python3 main.py --path=statements-folder --pwd=01Mar2000 #example extracting all data from folder containing PDFs