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Any intention to get it to work for personal accounts? #8

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d702u8 opened this issue Jan 12, 2015 · 6 comments
Open

Any intention to get it to work for personal accounts? #8

d702u8 opened this issue Jan 12, 2015 · 6 comments

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@d702u8
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d702u8 commented Jan 12, 2015

Hi Everyone,

Brand new to GitHub and everything on here, looks amazing, my eyes are opened.

Got it to work on business statements (eventually, but that was my capability nothing else). Is there anyone that has got this to work on personal statements as I need reconcile a lot of the transactions between the two.

Thanks!

Douglas

@jayfresh
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I'd like to, but I don't have any personal statements. If you'd be prepared to share one, I'd be happy to get it working - you can email me at [email protected].

@csugden
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csugden commented Jan 14, 2015

I'm working on extending it to personal statements.

@mistyn8
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mistyn8 commented May 12, 2015

just thought I'd share my alterations for uk personal support (2011/03/31 to 2015/04/30) so going 49 months before the format changed.. Only one I couldn't get around was a returned direct debit.. as there is no receipt marker.. but heh one entry from 49 months I can live with!
I'll try and fork, but not really a git guy.. anyway for anyone interested..

only file changed.. statement-parser-lib.js

var payments = [
"Bill payment to",
"Payment to",
"Payment by cheque",
"Debit card payment to",
"Direct Debit to",
"Card Payment to",
"Transfer to",
"Internet Banking transfer to",
"On-line Banking bill payment to",
"Commission charges",
"Standing order to",
"Cash Machine Withdrawal",
"Cash Withdrawal",
"Cashed cheque",
"Payment by cheque",
"Withdrawal at"
];
var receipts = [
"Direct credit from",
"Debit card refund from",
"Internet Banking transfer from",
"Deposit", // NB: not sure this is a generic reference
"Refund from",
"Received from",
"Receipt:",
"Transfer from"
];
var transactionsStart = 'Money out\tMoney in\tBalance\n';
var paymentsMarkers = payments.join('|');
var receiptsMarkers = receipts.join('|');
var optionalDateMarker = '(?:(\d{1,2} [a-zA-z]{3})\t)?';
var amountMarker = '\s_[\d,]+.\d\d';
var trailingBalanceMarker = '(?:[\d,]+.\d\d)?';
var transactionSeparator = new RegExp(optionalDateMarker+'(('+paymentsMarkers+'|'+receiptsMarkers+').+?)\t('+amountMarker+')'+trailingBalanceMarker,'g');
var totalsMarker = new RegExp('\nMoney in[\s\xa3]_('+amountMarker+')\nMoney out[\s\xa3]*('+amountMarker+')');

@d702u8
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d702u8 commented May 12, 2015

I would be interested in knowing how to use it if you wouldn't mind?

Douglas Haig

http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=http%3A%2F%2Fwww.seraphestates.co.uk%2F&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743

http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=https%3A%2F%2Ftwitter.com%2Fdouglas_haig&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743
http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=http%3A%2F%2Fuk.linkedin.com%2Fin%2Fdouglashaig&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743
http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=http%3A%2F%2Fwww.insidermedia.com%2Fwales%2Frising-stars%2Frising-stars-archive%2F2013&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743

1, St. Martin’s Row,

Albany Road,

Cardiff.

CF24 3RP

02920 456444

On 12 May 2015 at 22:06, mistyn8 [email protected] wrote:

just thought I'd share my alterations for uk personal support (2011/03/31
to 2014/11/28) so 44 months before the format changed.. Only one I couldn't
get around was a returned direct debit.. as there is no receipt marker..
but heh one entry from 44 months I can live with!
I'll try and fork, but not really a git guy.. anyway for anyone
interested..

var payments = [
"Bill payment to",
"Payment to",
"Payment by cheque",
"Debit card payment to",
"Direct Debit to",
"Card Payment to",
"Transfer to",
"Internet Banking transfer to",
"On-line Banking bill payment to",
"Commission charges",
"Standing order to",
"Cash Machine Withdrawal",
"Cash Withdrawal",
"Cashed cheque",
"Payment by cheque",
"Withdrawal at"
];
var receipts = [
"Direct credit from",
"Debit card refund from",
"Internet Banking transfer from",
"Deposit", // NB: not sure this is a generic reference
"Refund from",
"Received from",
"Receipt:",
"Transfer from"
];
var transactionsStart = 'Money out\tMoney in\tBalance\n';
var paymentsMarkers = payments.join('|');
var receiptsMarkers = receipts.join('|');
var optionalDateMarker = '(?:(\d{1,2} [a-zA-z]{3})\t)?'; // some
transactions are preceded by dates such as '7 Feb' or '21 Jul'
var amountMarker = '\s

[\d,]+.\d\d'; var trailingBalanceMarker = '(?:[\d,]+.\d\d)?'; // some
transactions are followed by balances that can interfere a subsequent date
e.g. 'Direct credit from G Kirschner Ref:-KirschnerBooking306.004,109.18'
followed by '7 FebDebit card payment...' var transactionSeparator = new
RegExp(optionalDateMarker+'(('+paymentsMarkers+'|'+receiptsMarkers+').+?)\t('+amountMarker+')'+trailingBalanceMarker,'g');
var totalsMarker = new RegExp('\nMoney in[\s\xa3]
('+amountMarker+')\nMoney
out[\s\xa3]*('+amountMarker+')');


Reply to this email directly or view it on GitHub
#8 (comment)
.

@mistyn8
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mistyn8 commented May 12, 2015

@mistyn8
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mistyn8 commented May 12, 2015

just followed the instructions on the master.. installed node.js from
https://nodejs.org/ restarted to have path registry settings take effect...

I wasn't using git.. so downloaded the zip archive.. extracted locally
and ran

|npm install
|

once that is done.. you can then just open index.html locally in the
browser, and drag and drop pdfs...
or open a command prompt in the directory where you extracted the zip
archive.. and run

|node statement-parser
||| should be a directory containing Barclays Bank statement PDFs.

Didn't come up against any issues just following what was documented by
Jonathan (@jayfresh) on the master...
Just had to update a few regexp for personal statements here in the uk
to parse... all in my fork, in the statement-parser-lib.js file

:-)

On 12/05/2015 22:33, d702u8 wrote:

I would be interested in knowing how to use it if you wouldn't mind?

Douglas Haig

http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=http%3A%2F%2Fwww.seraphestates.co.uk%2F&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743

http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=https%3A%2F%2Ftwitter.com%2Fdouglas_haig&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743
http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=http%3A%2F%2Fuk.linkedin.com%2Fin%2Fdouglashaig&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743
http://t.signauxcinq.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XYg4X9Lf-W4XXGpH5v7kN-VQsyTK56dSXqf4ksGjH02?t=http%3A%2F%2Fwww.insidermedia.com%2Fwales%2Frising-stars%2Frising-stars-archive%2F2013&si=6164913869815808&pi=3b560e8c-48f6-4653-d840-2895a6160743

1, St. Martin’s Row,

Albany Road,

Cardiff.

CF24 3RP

02920 456444

On 12 May 2015 at 22:06, mistyn8 [email protected] wrote:

just thought I'd share my alterations for uk personal support
(2011/03/31
to 2014/11/28) so 44 months before the format changed.. Only one I
couldn't
get around was a returned direct debit.. as there is no receipt marker..
but heh one entry from 44 months I can live with!
I'll try and fork, but not really a git guy.. anyway for anyone
interested..

var payments = [
"Bill payment to",
"Payment to",
"Payment by cheque",
"Debit card payment to",
"Direct Debit to",
"Card Payment to",
"Transfer to",
"Internet Banking transfer to",
"On-line Banking bill payment to",
"Commission charges",
"Standing order to",
"Cash Machine Withdrawal",
"Cash Withdrawal",
"Cashed cheque",
"Payment by cheque",
"Withdrawal at"
];
var receipts = [
"Direct credit from",
"Debit card refund from",
"Internet Banking transfer from",
"Deposit", // NB: not sure this is a generic reference
"Refund from",
"Received from",
"Receipt:",
"Transfer from"
];
var transactionsStart = 'Money out\tMoney in\tBalance\n';
var paymentsMarkers = payments.join('|');
var receiptsMarkers = receipts.join('|');
var optionalDateMarker = '(?:(\d{1,2} [a-zA-z]{3})\t)?'; // some
transactions are preceded by dates such as '7 Feb' or '21 Jul'
var amountMarker = '\s

*[\d,]+.\d\d'; var trailingBalanceMarker = '(?:[\d,]+.\d\d)?'; // some
transactions are followed by balances that can interfere a
subsequent date
e.g. 'Direct credit from G Kirschner
Ref:-KirschnerBooking306.004,109.18'
followed by '7 FebDebit card payment...' var transactionSeparator = new

RegExp(optionalDateMarker+'(('+paymentsMarkers+'|'+receiptsMarkers+').+?)\t('+amountMarker+')'+trailingBalanceMarker,'g');
var totalsMarker = new RegExp('\nMoney
in[\s\xa3]('+amountMarker+')\nMoney
out[\s\xa3]
('+amountMarker+')');


Reply to this email directly or view it on GitHub

#8 (comment)
.


Reply to this email directly or view it on GitHub
#8 (comment).

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