Tax season is when I usually realize that I need to keep an eye on my spending, income, and account balances. Claude and other AIs are offering money-management technologies, but you may not feel secure about sharing your bank info with them.

If you want to analyze your spending, monthly income, etc, you can use these scripts locally to parse your bank statements. While the parsing of digital bank statements is the main goal of the scripts, I’ve also included some banking analysis examples in the code.

Most banks will allow you to log in and download bank statements online. These usually come in Quicken (.qxf), Quickbooks (.qbo), or comma-separated value (.csv) formats. I’ve included scripts for each of these formats.

Here are the files.

You’ll need a local Python interpreter or IDE such as Visual Studio Code. Pandas and OfxParser libraries will need to be installed, and are covered in the readme file.

I’ve tested and used these scripts on my own bank statements, but will not be sharing those for privacy reasons (also, they’re pathetic).