Statement Insights

A private, localhost-only UOB One Account statement analyzer. It imports monthly PDF statements, verifies every running balance, supports manual recognition corrections, and generates monthly income and expense reports without external services.

Requirements

• Node.js 22+
• Text-based, unencrypted UOB One Account PDF statements

Run locally

npm install
npm run dev

Open http://127.0.0.1:3000. Application data is stored under ./data by default. Override it with STATEMENT_INSIGHTS_DATA_DIR=/path/to/data.

For a production-mode local process:

npm run build
npm start

Run with Docker

docker compose up --build

The port is bound to 127.0.0.1 and the database/PDFs are stored in a named volume. Do not expose the service remotely without adding authentication and TLS.

Validate

npm test
npm run typecheck
npm run build
npm run test:e2e

When the private PDFs exist under examples/, the unit suite also validates all six statements locally. Those files are ignored by Git and must never be committed.

Privacy

• No runtime calls to cloud APIs, telemetry, CDNs, or remote fonts
• Full account number and holder contact details are not stored as structured data
• Original PDFs remain in the local data directory
• Backup ZIPs are not encrypted; handle them as sensitive financial files

V1 boundaries

Only SGD UOB One Account statements matching the supplied text-based format are supported. Scanned and password-protected PDFs, annual reports, budgets, transaction splitting, and remote hosting are outside v1.