09 · Statement analyzer

StatementIQBank Statement Analyzer

A browser app that parses bank statement PDFs, categorises every transaction and turns them into dashboards.

Role
Front-end developer – parsing engine, analysis engine, UI
Type
Statement analyzer
Stack
JavaScript · PDF.js · Chart.js
StatementIQ dashboard with credit, debit, income and expense cards, a monthly cash flow chart and an income versus expense chart

01

Problem

Reading a year of bank statements by hand is slow and error-prone.

02

What I built

I built StatementIQ, a browser app that parses bank statement PDFs in HDFC, ICICI, SBI, Axis and Kotak formats with pdf.js and categorises every transaction.

It turns them into a dashboard with income and expense breakdowns, party ledgers, recurring payments, self transfers, large transactions, monthly summaries and a potential-taxable-income view.

Everything runs client-side in vanilla JavaScript modules with Chart.js, and data stays in the browser's local storage. No statement is uploaded to a server.

03

Stack

  • JavaScript
  • PDF.js
  • Chart.js
  • Tailwind CSS

04

Screenshots

  1. StatementIQ transactions table with bank, amount, narration, opposite party and category columns, built from demo data
    02 · Categorised transactions (demo data)
  2. StatementIQ expense analysis with a card per category, an expense breakdown chart and a monthly trend chart
    03 · Expense breakdown by category
  3. StatementIQ monthly summary with a closing balance trend chart and a month-by-month table of credits and debits
    04 · Monthly summary
  4. StatementIQ tax analysis with potential taxable and non-taxable income, an income split chart and classification reasons
    05 · Potential taxable income view