Statement Loader
Dashboard →Runs only on this Mac. Drop in statements, check what’s covered, then add the new transactions to Bills_Tracker.xlsx. A backup is saved first, every time.
1 · Add statements
Drop PDF or CSV statements here, or click to choose files
Supported: Chase Visa PDF · Ally Bank PDF · CVFCU PDF · Capital One CSV download.
Adding a different account?
Open
statement_loader.py, add one line to ACCOUNTS (a name, a word printed on page 1 of its statement, and the day it closes), then ask Claude to write the parser for that bank’s layout. Any file the app can’t read is listed under “Needs attention”.2 · Coverage
✓ have it! missing· not yet due / before first statementColumns = month the statement closes.