Transactions

Get more insights from the bank transactions.

For now, transaction analysis is quite basic. The only added value here is the ability to get transaction types (i.e: whether it’s a card payment, a wire transfer, etc.) or to get merchants. We will be working on more cool things here, but feel free to contribute πŸ˜‰.

Warning

Please note that not all transactions can be categorized. The classification process is currently crowdsourced and will take some time to be more accurate. Do not hesitate to contribute by adding more categories.

Analyze Spending

To get spending categories, you can use the analyze_spending(statement) method.

  • statement: a statement parameter is required. You can get this from running the extract function.

from openbk.extract import extract
from openbk.transactions import analyze_spending

output = extract("path/to/your/file.pdf")

# Selecting the statement dataframe
statement = output
result = analyze_spending(statement)

print(result) # Show the output

Analyze Revenue

To get revenue categories, you can use the analyze_revenue(statement) method.

  • statement: a statement parameter is required. You can get this from running the extract function.

from openbk.extract import extract
from openbk.statement.transactions import analyze_revenue

output = extract("path/to/your/file.pdf")

# Selecting the statement dataframe
statement = output
result = analyze_revenue(statement)

print(result) # Show the output

Get Merchants

To get merchants (card payments), you can use the get_merchants(statement) method.

  • statement: a statement parameter is required. You can get this from running the extract function.

from openbk.extract import extract
from openbk.statement.transactions import get_merchants

output = extract("path/to/your/file.pdf")

# Selecting the statement dataframe
statement = output
result = get_merchants(statement)

print(result) # Show the output