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Multi Account Dashboard

A lightweight React + Vite app to upload multiple bank/account statements (CSV, XLSX, PDF) and view a unified dashboard with charts.

Features

  • Multi-file upload (drag/select)
  • Parse CSV via PapaParse
  • Parse XLSX via SheetJS (xlsx)
  • Extract basic text & infer transactions from PDFs using pdfjs-dist (heuristic)
  • Aggregate Income / Expenses / Balance
  • Monthly line chart + overall doughnut chart
  • Filter by account

Quick Start

# From repo root
npm install
npm run dev

Open the printed local URL (usually http://localhost:5173).

Build for Production

npm run build
npm run preview

Notes

  • PDF parsing is heuristic and may miss or mis-read complex layouts.
  • Prefer native CSV/XLSX exports from your institutions for best accuracy.

Tailwind (Optional)

If you want Tailwind, install and configure it; otherwise, basic utility classes assume you already added Tailwind. You can also replace classes with your own CSS.

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