Finance helper
Personal finance tracking: importing PDF statements from Kaspi, Halyk and Freedom, automatic categories and an income and spending report.
An in-house QODEX project: tracking personal finances without entering every purchase by hand.
The user uploads a bank PDF statement from Kaspi, Halyk or Freedom. The system parses the transactions, shows a preview and adds them after confirmation. Transactions already imported are skipped, so statements can overlap in dates.
Transactions are categorised by keywords, and transfers between your own cards are detected automatically and excluded from income and spending. A multi-currency statement can be imported into each account, which then receives only transactions in its currency.
The overview shows income and spending for the month, a 12-month chart, spending by category and account balances.
- Year
- 2026
Technologies
- Laravel
- React
- Inertia.js
- SQLite
- PDF parser
Results
- Statements from three Kazakhstan banks are imported without manual entry.
- Importing the same statement again creates no duplicates.
Let’s discuss your project
Describe the task — we will suggest an approach, stages and the next step.