CSV Bank Statement Merger

A robust Rust application that parses and merges bank statements from multiple CSV formats into a unified, standardized format.

🎯 Goals

• Unify disparate formats: Parse CSV bank statements from different financial institutions with varying column structures and data formats
• Data standardization: Convert all statements into a common, consistent format for easy analysis
• Preserve data integrity: Ensure accuracy and completeness during the parsing and merging process
• Command-line efficiency: Provide a fast, reliable CLI tool for batch processing multiple files
• Extensible design: Support for adding new bank formats without major code changes

✨ Features

• 📊 Multi-format parsing: Support for various CSV bank statement formats
• 🔄 Smart merging: Intelligent consolidation of data from multiple sources
• 🛡️ Data validation: Built-in checks to ensure data integrity and accuracy
• ⚡ Performance: Fast processing of large CSV files using Rust's efficiency
• 🎨 Flexible output: Export merged data in multiple formats (CSV, JSON)
• 🔧 Configurable: Customizable field mappings and transformation rules

🚀 Quick Start

Prerequisites

• Rust (1.70.0 or later)
• Cargo package manager

Installation

# Clone the repository
git clone https://github.com/yourusername/csv-bank-statement-merger.git
cd csv-bank-statement-merger

# Build the project
cargo build --release

# Install globally (optional)
cargo install --path .

Basic Usage

# Merge multiple bank statement files
csv-bank-merger --input statements/ --output merged_statements.csv

# Process specific files with custom format
csv-bank-merger --files bank1.csv bank2.csv --format json --output result.json

# Use configuration file for custom field mappings
csv-bank-merger --config config.toml --input statements/ --output merged.csv

📁 Project Structure

├── src/
│   ├── main.rs              # CLI entry point
│   ├── lib.rs               # Library root
│   ├── parser/              # CSV parsing modules
│   │   ├── mod.rs
│   │   ├── generic.rs       # Generic CSV parser
│   │   └── adapters/        # Bank-specific adapters
│   ├── merger/              # Data merging logic
│   │   ├── mod.rs
│   │   └── consolidator.rs
│   ├── models/              # Data structures
│   │   ├── mod.rs
│   │   ├── transaction.rs
│   │   └── statement.rs
│   └── cli/                 # Command-line interface
│       ├── mod.rs
│       └── commands.rs
├── tests/                   # Test files
├── examples/                # Example usage and sample data
├── docs/                    # Documentation
└── config/                  # Configuration templates

📊 Supported Formats

The application currently supports or plans to support:

• Chase Bank: Standard CSV export format
• Wells Fargo: Transaction history CSV
• Bank of America: Statement CSV format
• Capital One: Credit card and bank statements
• Generic CSV: Configurable format with custom field mapping
• More formats coming soon...

🛠️ Development

Building from Source

# Debug build
cargo build

# Release build
cargo build --release

# Run tests
cargo test

# Run with example data
cargo run -- --input examples/sample_statements/ --output test_output.csv

Adding New Bank Formats

1. Create a new adapter in src/parser/adapters/
2. Implement the BankAdapter trait
3. Add format detection logic
4. Include unit tests for the new format
5. Update documentation

🧪 Testing

# Run all tests
cargo test

# Run integration tests
cargo test --test integration

# Run with coverage (requires cargo-tarpaulin)
cargo tarpaulin --out Html

📚 Documentation

• API Documentation
• Configuration Guide
• Adding New Formats
• Example Usage

🤝 Contributing

We welcome contributions! Please see our Contributing Guide for details.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

🏗️ Roadmap

• Phase 1: Core CSV parsing and basic merging
• Phase 2: Support for 5+ major bank formats
• Phase 3: Web interface for non-technical users
• Phase 4: API service for integration with other tools
• Phase 5: Machine learning for automatic format detection

📊 Status

🙏 Acknowledgments

• Built with Rust
• CSV parsing powered by csv
• CLI built with clap
• Serialization with serde

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⚠️ Security Notice: This tool processes financial data locally and does not transmit any information over the network. Always review your data and use appropriate security measures when handling sensitive financial information.