This R package contains functions to parse PDF bank statements to get financial transactions of stocks and funds. Several banks located in Germany are included (see below for further information).
devtools::install_github("lorenzbr/BankStatementParser")## Example
files <- list.files(system.file("extdata", package = "BankStatementParser"),
pattern = "pdf", full.names = TRUE)
document_names <- basename(files)
i <- 1
file <- files[i]
document_name <- document_names[i]
df_transactions <- BankStatementParser::get_transactions(file, document_name)
list_dfs <- mapply(BankStatementParser::get_transactions, files,
document_names, SIMPLIFY = FALSE)
df_transactions <- do.call(rbind, unname(list_dfs))
path_raw_data <- ""
file_transactions_csv <- "transaction_fullhistory.csv"
BankStatementParser::update_transaction_history(df_transactions, path_raw_data,
file_transactions_csv)
df_test <- data.table::fread(paste0(path_raw_data, file_transactions_csv))Banks and transaction types supported:
| Bank/broker | Transaction type |
|---|---|
| Cortal Consors | Purchase, sale, partial sale, dividend |
| DKB AG | Purchase, dividend |
| onVista | Purchase, sale, dividend, storno (dividend), tax prepayment |
| Scalable Capital | Purchase |
Please contact lorenz.brachtendorf@gmx.de if you want to:
- contribute to this project
- have additional features included (e.g., other banks or brokers)
You can also submit bug reports and suggestions via e-mail or https://github.com/lorenzbr/BankStatementParser/issues
This R package is licensed under the GNU General Public License v3.0.
See here for further information.