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bank-statement-parsing

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Guidelines for parsing bank statements using YOLO layout detection + OCR + LLM.

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I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/johnsonhk88/AI-Bank-Statement-Document-Automation-By-LLM-And-Personal-Finanical-Analysis-Prediction/blob/HEAD/backend/app/skills/bank-statement-parsing/SKILL.md

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Bank Statement Parsing Skill

Core Rules

  • Always start by calling the PDF Extractor tool.
  • Do not trust "Paid In" / "Paid Out" column headers when they are ambiguous.
  • Verify every transaction by checking how the running Balance changes:
    • If Balance increases → Credit (Paid In)
    • If Balance decreases → Debit (Paid Out)
  • Extract Opening Balance from "Balance Brought Forward".
  • Extract Closing Balance from the final running balance in the transactions.
  • Preserve original descriptions exactly. Do not summarize or shorten them.
  • If column alignment in the extracted text is messy, rely on balance math rather than position.

Expected Output

Return transactions in a consistent structure with: Date, Description, Debit, Credit, Balance.