tomevault-io Bank Statement Parsing Skill
Core Rules
- Always start by calling the
PDF Extractortool. - 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.
Source: johnsonhk88/AI-Bank-Statement-Document-Automation-By-LLM-And-Personal-Finanical-Analysis-Prediction — distributed by TomeVault.