Axis Bank Statement Parser

A fullstack application to upload Axis Bank PDF statements, extract transactions automatically, and display them cleanly.

Built using:

• Frontend: React + TypeScript (Vite)
• Backend: FastAPI (Python)

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Features

• Upload PDF statements (only Axis Bank supported currently).
• Extracts:
  • Date
  • Description
  • Amount
  • Transaction Type (Debit/Credit)
  • Balance
• Full error handling:
  • Upload non-PDF → Proper error shown
  • Upload corrupted PDF → Proper error shown
  • Upload non-Axis PDF → Proper error shown
• Instant refresh on every upload.
• Loading spinner during parsing.
• Clean success/error messages.
• Modern, simple, professional frontend layout.

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Project Structure

personal-finance-tracker/
├── backend/
│   ├── app/
│   │   ├── routers/
│   │   │   └── upload.py
│   │   ├── services/
│   │   │   ├── table_parser.py
│   │   │   └── parser.py (fallback text parser)
│   │   └── main.py
│   └── venv/
├── frontend/
│   ├── public/
│   │   └── favicon.ico
│   ├── src/
│   │   ├── pages/
│   │   │   └── UploadPage.tsx
│   │   └── main.tsx
│   └── index.html
└── README.md

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Local Setup Instructions

Backend (FastAPI)

cd personal-finance-tracker/backend
python -m venv venv
source venv/Scripts/activate    # (Windows)
pip install fastapi uvicorn pdfplumber pandas
uvicorn app.main:app --reload --port 8000

Server will run on: http://localhost:8000

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Frontend (React + Vite)

cd personal-finance-tracker/frontend
npm install
npm run dev

Frontend will run on: http://localhost:5173

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Testing

• API upload tests have been implemented using pytest, httpx, and pytest-asyncio.
• Due to the lack of publicly available Axis Bank PDF samples, only error handling has been automatically tested.
• The tests currently cover:
  • Upload of non-Axis PDFs (expected 400 Bad Request).
  • Upload of corrupted/broken PDFs (expected 400 Bad Request).
• Parsing of valid Axis Bank statements is manually verified during development but not unit tested.

To run tests locally:

cd backend
pytest --cov=app --cov-report=term-missing

Important Notes

• Currently supports only Axis Bank PDF statements.
• Automatically detects and blocks:
  • Non-PDF uploads
  • Broken or corrupted PDFs
  • Non-Axis bank PDFs
• Frontend and backend must run in parallel.

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Future Extensions

• Add support for multiple banks (HDFC, ICICI, SBI, etc.)
• Add authentication/login for user-specific uploads.
• Expenses prediction using historic data

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