OpenSkillIndex← back to search
claude-code

My-personal-assistant extract-pdf-transactions

Extract PDF Transactions Skill

install
source · Clone the upstream repo
git clone https://github.com/ronnycoding/my-personal-assistant
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/ronnycoding/my-personal-assistant "$T" && mkdir -p ~/.claude/skills && cp -r "$T/.claude/skills/finance-process/extract-pdf-transactions" ~/.claude/skills/ronnycoding-my-personal-assistant-extract-pdf-transactions && rm -rf "$T"
manifest: .claude/skills/finance-process/extract-pdf-transactions/SKILL.md
source content

Extract PDF Transactions Skill

Extract transaction data from PDF bank and credit card statements.

Skill Metadata

  • Name: extract-pdf-transactions
  • Category: Financial Data Processing
  • Complexity: Medium
  • Privacy: Local processing only, no external APIs

Capabilities

This skill extracts structured transaction data from PDF financial statements:

  1. Multi-format PDF parsing - Supports various bank statement layouts
  2. Table detection - Automatically identifies transaction tables
  3. Data extraction - Parses dates, descriptions, amounts, and balances
  4. Multi-page support - Processes statements spanning multiple pages
  5. Error handling - Gracefully handles malformed PDFs
  6. Validation - Verifies extracted data quality

Usage

/finance-process extract --input="~/Documents/Finance/*.pdf" --output="~/Documents/Finance/transactions.csv"

How It Works

  1. PDF Discovery: Finds all PDF files matching the input pattern
  2. Content Extraction: Uses pdfplumber to extract text and tables
  3. Table Parsing: Identifies transaction tables using pattern matching
  4. Data Normalization: Standardizes column names and formats
  5. Validation: Checks for completeness and accuracy
  6. CSV Export: Saves transactions to specified output file

Script

The main script is 

scripts/extract_pdf_statements.py
which:

  • Accepts PDF file paths (glob patterns supported)
  • Extracts transaction tables
  • Outputs to CSV format
  • Provides progress feedback and error reporting

Dependencies

Required Python packages:

  • pdfplumber (primary extraction engine)
  • pandas (data manipulation)
  • python-dateutil (date parsing)
  • tabula-py (fallback for complex tables)

Output Format

The skill produces CSV files with these columns:

  • date
    - Transaction date (YYYY-MM-DD)
  • description
    - Transaction description/merchant
  • amount
    - Transaction amount (negative for debits)
  • balance
    - Account balance after transaction
  • category
    - Auto-categorized transaction type
  • source_file
    - Original PDF filename

Error Handling

  • Logs files that couldn't be processed
  • Reports extraction quality metrics
  • Provides suggestions for failed extractions
  • Continues processing remaining files on error

Privacy & Security

All PDF processing happens locally:

  • No cloud API calls
  • No data transmission
  • Files stay on local filesystem
  • Sensitive data never leaves the machine