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Extract transactions and balances from PDF statements using pdfplumber.

8|2|Updated Nov 9, 2025
Search Tags:#ocr#pdf#reporting#finance#extraction#document manipulation
One-click install
npx skills add https://github.com/adambossy/transactoid --skill pdf-adambossy
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pdf
Source: https://github.com/adambossy/transactoid/tree/main/src/transactoid/skills/pdf
Command: npx skills add https://github.com/adambossy/transactoid --skill pdf-adambossy

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pdfplumber, pypdf, pytesseract, pdf2image, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the handling of PDF documents within personal finance workflows, automating tasks like data extraction, report generation, and document manipulation.

Core Features & Use Cases

  • Extract Financial Data: Pull transaction details, balances, and dates from PDF bank and credit card statements.
  • Generate Reports: Create downloadable PDF financial reports from generated data.
  • Manipulate PDFs: Merge, split, or rotate PDF files.
  • OCR for Scanned Documents: Convert image-based PDFs into machine-readable text.
  • Use Case: Automatically extract all transactions from a monthly bank statement PDF to feed into a budgeting tool.

Quick Start

Use the pdf skill to extract transactions from the file 'statement.pdf'.

Frequently Asked Questions about pdf

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract transactions from a PDF bank statement?▼

To extract transactions from a PDF bank statement, you parse the document to pull transaction details, balances, and dates, which can then feed into budgeting tools or financial reports.

Can I use OCR to extract financial data from scanned PDF statements?▼

Yes, you can use OCR to extract financial data from scanned PDF statements by converting image-based PDFs into machine-readable text before pulling the transaction details.

What's the best way to generate a PDF financial report from extracted data?▼

The best way to generate a PDF financial report from extracted data is to use a PDF generation library to compile the processed financial figures into a downloadable document.

How do I merge or split PDF files for financial reporting?▼

To merge or split PDF files for financial reporting, you manipulate the PDF documents by combining multiple statements or dividing large files into separate pages.

Does pdfplumber support extracting tables from credit card statements?▼

Yes, pdfplumber supports extracting tables from credit card statements by identifying and pulling structured transaction data directly from the PDF document.

What are the limitations of using pytesseract for PDF document manipulation?▼

A limitation of using pytesseract for PDF document manipulation is that OCR accuracy depends on the scanned document's image quality, potentially requiring manual verification for complex financial layouts.

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