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PennyPilot

Local-first personal finance. Python reads bank-statement PDFs on your machine and serves a small dashboard over localhost.

Problem
Bank PDFs are awkward when you want spending, budgets, recurring payments, and what is safe to spend. Those statements should stay on the machine that already has the files.
Approach
One Python process imports statements, categorises transactions, and serves the dashboard locally. The browser talks only to that server. State lives in files: CSV, JSON, Excel, and XML, with PDF as the statement input.
Technologies
  • Python 3
  • HTML
  • CSS
  • JavaScript
  • pdfplumber
  • pandas
  • openpyxl
Results / status
A local dashboard for overview, transactions, spending, budgets, exports, safe-to-spend, and recurring payments. Parsers cover current-account and credit-card statements. Personal tool; repository on GitHub. Public demo detail stays limited because the app reads local bank statements.