Finance Management/CC statements/Mutual funds
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Is there any open source code or software that can parse my statements to get into excel?
Like parse my cc statements and get individual transactions at a single place instead of manually doing it?
I wrote code to parse CAMS statement(Mutual fund), but any code to generate insights on top of it, like calculating LTCG/STCG gains? Also a way to analyze paytm statements? in short any way to do it automatically without registering on any third party apps?
Like parse my cc statements and get individual transactions at a single place instead of manually doing it?
I wrote code to parse CAMS statement(Mutual fund), but any code to generate insights on top of it, like calculating LTCG/STCG gains? Also a way to analyze paytm statements? in short any way to do it automatically without registering on any third party apps?
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https://www.desidime.com/discussions/finance-management-cc-statements-mutual-funds?post_id=10567337#post_10567337
I use Python. CAMS+kfintech statement is in PDF, so I parse it to convert it into excel/csv. I wanted to automate current nav process also via mfapi, which is free. Are the apps open source?
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https://www.desidime.com/discussions/finance-management-cc-statements-mutual-funds?post_id=10567003#post_10567003
I was using etmoney spend analyser and Etmoney to track mf,
Usually it tracks by email and sms for spends.
https://www.desidime.com/discussions/finance-management-cc-statements-mutual-funds?post_id=10567315#post_10567315
i dont want to give access of my data to third party
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What language you used? what is there to parse in CAMS statement.
You can write Excel formulas for XIRR, LTGC STGC, Exit load. I use dynamic arrays you need to enter current NAV and select scheme from drop down it will give XIRR. LTCG STCG is simple calculation than XIRR. Also many apps gives good insights on MF.