🤑 Chime AI 🤖

Import your Chime bank statements in PDF format, then chat about them with AI.

Note: This is a hacky personal project. Don't rely on this for important things...

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Usage

Download Your Statements

1. Log into your Chime account and navigate to your Documents: https://app.chime.com/settings/documents
2. Click on the PDF link on the right.
3. Download every statement you can!

Place all your statements in a single folder and name them like:

Your_Name_Checking_eStatement (1).pdf
Your_Name_Checking_eStatement (2).pdf

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Importing Your Statements

The importer parses your Chime statements into a SQLite database for analysis. For details on setting up and running the importer, see the README in the importer folder.

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Running the App

This app allows you to interact with your imported Chime transactions using AI. Once you've set up your transactions.db using the importer:

1. Start the AI Interface (Coming Soon):

   ./chime-ai

2. Ask Questions About Your Transactions:

   • "How much did I spend on dining last month?"
   • "What are my recurring subscriptions?"
   • "Show me my largest transactions in the past year."

Example Response

Prompt: Where do I spend most of my money?  Give me the top 10 places in October

Response:

Based on the provided transaction information for October, 
here are the top 10 places where you spent the most money:

1. **Transfer to Credit Builder**: $1,167.47
2. **Transfer to Chime Savings Account**: $1,166.32
3. **Foursight**: $631.02
4. **Transfer to Chase**: $525.00
5. **Progressive**: $361.38
6. **Clear Me**: $259.00
7. **Verizon**: $245.47
8. **Amazon**: $171.93
9. **Les Schwab Tire Centers**: $157.00
10. **Alaska Air**: $153.99

Your highest spending was on transfers and savings, which 
constitutes financial management actions rather than direct 
purchasing of goods or services from typical vendors or service 
providers; this is something to keep in mind when analyzing your 
expenses critically for budget adjustments or identifying areas 
where you could potentially reduce spending if necessary.

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Roadmap

• Import Chime bank statements into SQLite
• Clean up parsed text files
• Implement DB repository functions
• Add AI chat functionality for transaction queries
• Add tool calling and open ended query building agent
• Improve error handling and data validation
• Support for additional bank formats