Bank Statement Analysis

Bank Statement Analysis is a project that users can upload their bank statement in CSV format to view their expenses in a table and functions as a personal financing tool.

The project is similar to other applications such as Mint, that track their users spending habit. Except that Bank Statement Analysis it doesn't ask users for their banking information. BSA, only requires the user to download their bank statement in CSV format and upload it to the website.

For front-end and back-end code development, JavaScript/React/MUI are utilized. For handling communication between front-end and back-end I used Express.js and Axios. For storage and retrieval of data, I used a JSON-DB which is like a simple database that stores data as JSON. The source codes in the repository are available for viewing.

Header and colours that were used for this project, as a banner.

Upon uploading their CSV, users can view all of their spending habits that will be displayed in the table. The table assigns Id to each row of information, and displays columns such as date, description, amount and category.

The table after uploading CSV and assigning categories.

By clicking on each row of data from table, users have the ability to assign category to each row, based on their knowledge. Assignment can be done, one by one or clicking the option to assign as whole to descriptions similar to the current one.

The assignment of categories, allows users to  track their expenses based on grouping of all similar habits in one place. This allows the user to view their spending habbits and expenses in graph format. The graphs consist of daily, weekly and monthly charts that demonstrate how much budget is spent on each category.

Viewing expense charts in a dialog, after assigning categories.

There application only allows for:

  • Uploading one file at a time
  • Uploading a new file will remove any pre-existing data
  • Users can't have access to their old sets of data
  • The grid only displays data with rows (length) of 100, users can't upload bigger files