{"id":12626,"date":"2020-01-13T09:20:29","date_gmt":"2020-01-13T14:20:29","guid":{"rendered":"https:\/\/rud.is\/b\/?p=12626"},"modified":"2020-02-11T14:21:03","modified_gmt":"2020-02-11T19:21:03","slug":"convert-apple-card-pdf-statements-to-tidy-data-i-e-for-csv-excel-database-export","status":"publish","type":"post","link":"https:\/\/rud.is\/b\/2020\/01\/13\/convert-apple-card-pdf-statements-to-tidy-data-i-e-for-csv-excel-database-export\/","title":{"rendered":"Convert Apple Card PDF Statements to Tidy Data (i.e. for CSV\/Excel\/database export)"},"content":{"rendered":"<p><strong>UPDATE 2020-02-11<\/strong> Apple now supports downloading transactions as CSV or <a href=\"https:\/\/en.wikipedia.org\/wiki\/Open_Financial_Exchange\">OFX<\/a>! (via <a href=\"https:\/\/www.macobserver.com\/tips\/quick-tip\/apple-card-supports-ofx\/\">MacObserver<\/a>).<\/p>\n<hr \/>\n<p>I saw <a href=\"https:\/\/www.cnbc.com\/2020\/01\/11\/export-apple-card-transactions-with-csvwtf.html\">this CNBC article<\/a> on an in-theory browser client-side-only conversion utility for taking Apple Card PDF statements and turning them into CSV files.<\/p>\n<p>Since I (a) never trust any browser or site and (b) the article indicated that there is a $5 fee to avoid the &#8220;single random transaction removal&#8221;, I felt compelled to throw together an R script to do this for at least folks who are capable of setting up R so that all processing is guaranteed to be local.<\/p>\n<p>FWIW the site does appear to do what it says on the tin (all processing is, indeed, local). That doesn&#8217;t mean one of your extensions isn&#8217;t spying on you, nor does it mean that the site could not turn evil someday (one its own or via an attacker compromise).<\/p>\n<pre><code class=\"language-r\">read_apple_card_statement &lt;- function(path) {\n\n  require(stringi)\n  require(pdftools)\n  require(tidyverse)\n\n  # make sure the file exists\n  path &lt;- path.expand(path[1])\n  if (!file.exists(path)) stop(\"File '\", path, \"' not found.\", call.=FALSE)\n\n  pdf_text(path) %&gt;% # read it in\n    stri_split_lines() %&gt;% # turn \\n to a separate character vector element\n    unlist() %&gt;% # flatten it\n    stri_trim_both() %&gt;% # get rid of leading\/trailing spaces\n    keep(stri_detect_regex, \"^([[:digit:]]{2}\/[[:digit:]]{2}\/[[:digit:]]{4})\") %&gt;% # find lines that start with a date\n    map_df(~{\n      rec &lt;- as.list(unlist(stri_split_regex(.x, \"[[:space:]]{3,}\"))) # find the columns\n      if (stri_detect_fixed(.x, \"%\")) { # lines with a `%` in them distinguish charges from payments\n        rec &lt;- set_names(rec, c(\"date\", \"description\", \"daily_cash_pct\", \"daily_cash_amt\", \"amt\")) # ones with charges have cash back columns\n      } else {\n        rec &lt;- set_names(rec, c(\"date\", \"description\", \"amt\")) # ones w\/o % do not\n      }\n    }) %&gt;%\n    mutate(\n      date = lubridate::mdy(date), # make dates dates\n      amt = stri_replace_first_fixed(amt, \"$\", \"\") %&gt;% parse_number(), # dollars to numbers\n      daily_cash_pct = parse_number(daily_cash_pct)\/100, # % to numbers\n      daily_cash_amt = parse_number(daily_cash_amt) # dollars to numbners\n    )\n\n}\n\nlist.files(\"~\/Downloads\", pattern = \"Apple Card Statement\", full.names = TRUE) %&gt;% \n  map_df(read_apple_card_statement)\n<\/code><\/pre>\n<p>You can send the PDF statements from the Apple Card app to your Mac via Air Drop and it will put them into <code>~\/Downloads<\/code>. I recommend putting them somewhere else since you&#8217;ve likely given all sorts of applications access to <code>~\/Downloads<\/code> when prompted to on Catalina (yay security theatre). Wherever you put them, you can read them individually with <code>read_apple_card_statment()<\/code> or you can then just <code>list_files()<\/code> and bind all the individual statements together:<\/p>\n<pre><code class=\"language-r\">list.files(\"~\/WhereYouPutAppleCardStatements\", pattern = \"Apple Card Statement\", full.names = TRUE) %&gt;% \n  map_df(read_apple_card_statement)\n<\/code><\/pre>\n<h3>FIN<\/h3>\n<p>Be very wary of what you put your trust into online. Just because a site is benign one day does not mean it won&#8217;t be malicious (deliberately or otherwise) the next. Also, lobby Apple to provide data in more useful formats, especially since it provides applications like Numbers for free with their operating system.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>UPDATE 2020-02-11 Apple now supports downloading transactions as CSV or OFX! (via MacObserver). I saw this CNBC article on an in-theory browser client-side-only conversion utility for taking Apple Card PDF statements and turning them into CSV files. Since I (a) never trust any browser or site and (b) the article indicated that there is a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"activitypub_content_warning":"","activitypub_content_visibility":"","activitypub_max_image_attachments":3,"activitypub_interaction_policy_quote":"anyone","activitypub_status":"","footnotes":""},"categories":[91],"tags":[],"class_list":["post-12626","post","type-post","status-publish","format-standard","hentry","category-r"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Convert Apple Card PDF Statements to Tidy Data (i.e. for CSV\/Excel\/database export) - rud.is<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rud.is\/b\/2020\/01\/13\/convert-apple-card-pdf-statements-to-tidy-data-i-e-for-csv-excel-database-export\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Convert Apple Card PDF Statements to Tidy Data (i.e. for CSV\/Excel\/database export) - rud.is\" \/>\n<meta property=\"og:description\" content=\"UPDATE 2020-02-11 Apple now supports downloading transactions as CSV or OFX! 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Moritz was [exploring some new data processing & visualization tools](https:\/\/github.com\/moritzstefaner\/ach-ingen-zell) for the post, but when I saw what he was doing I wondered\u2026","rel":"","context":"In &quot;cartography&quot;","block_context":{"text":"cartography","link":"https:\/\/rud.is\/b\/category\/cartography\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/rud.is\/b\/wp-content\/uploads\/2016\/01\/rud_is_zellingenach_html.png?fit=597%2C798&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/rud.is\/b\/wp-content\/uploads\/2016\/01\/rud_is_zellingenach_html.png?fit=597%2C798&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/rud.is\/b\/wp-content\/uploads\/2016\/01\/rud_is_zellingenach_html.png?fit=597%2C798&ssl=1&resize=525%2C300 1.5x"},"classes":[]},{"id":4560,"url":"https:\/\/rud.is\/b\/2016\/07\/26\/use-quick-formula-functions-in-purrrmap-base-vs-tidtyverse-idiom-comparisonsexamples\/","url_meta":{"origin":12626,"position":3},"title":"Use quick formula functions in purrr::map (+ base vs tidtyverse idiom comparisons\/examples)","author":"hrbrmstr","date":"2016-07-26","format":false,"excerpt":"I've converted the vast majority of my *apply usage over to purrr functions. In an attempt to make this a quick post, I'll refrain from going into all the benefits of the purrr package. Instead, I'll show just one thing that's super helpful: formula functions. After seeing this Quartz article\u2026","rel":"","context":"In &quot;R&quot;","block_context":{"text":"R","link":"https:\/\/rud.is\/b\/category\/r\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6046,"url":"https:\/\/rud.is\/b\/2017\/05\/31\/drilling-into-csvs-teaser-trailer\/","url_meta":{"origin":12626,"position":4},"title":"Drilling Into CSVs \u2014 Teaser Trailer","author":"hrbrmstr","date":"2017-05-31","format":false,"excerpt":"I used reading a directory of CSVs as the foundational example in my recent post on idioms. During my exchange with Matt, Hadley and a few others -- in the crazy Twitter thread that spawned said post -- I mentioned that I'd personally \"just use Drill\u201d. I'll use this post\u2026","rel":"","context":"In &quot;Apache Drill&quot;","block_context":{"text":"Apache Drill","link":"https:\/\/rud.is\/b\/category\/apache-drill\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":13688,"url":"https:\/\/rud.is\/b\/2022\/12\/20\/2022-hanukkah-of-data-puzzle-2\/","url_meta":{"origin":12626,"position":5},"title":"2022 Hanukkah of Data \u2022 Puzzle 2","author":"hrbrmstr","date":"2022-12-20","format":false,"excerpt":"Ref: https:\/\/rud.is\/b\/2022\/12\/19\/2022-hanukkah-of-data-puzzle-1\/ library(tidyverse) cust <- read_csv(\"~\/Downloads\/noahs-csv\/noahs-customers.csv\") orders_items <- read_csv(\"~\/Downloads\/noahs-csv\/noahs-orders_items.csv\") orders <- read_csv(\"~\/Downloads\/noahs-csv\/noahs-orders.csv\") products <- read_csv(\"~\/Downloads\/noahs-csv\/noahs-products.csv\") orders_items |> left_join(products) -> oip orders |> left_join(oip) -> orders orders |> filter( 2017 == lubridate::year(ordered), grepl(\"cleaner|bagel\", desc, ignore.case=TRUE) ) |> group_by(customerid, orderid) |> summarise( ord = paste0(desc, collapse=\"; \"), n = n() ) |>\u2026","rel":"","context":"In &quot;R&quot;","block_context":{"text":"R","link":"https:\/\/rud.is\/b\/category\/r\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/posts\/12626","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/comments?post=12626"}],"version-history":[{"count":0,"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/posts\/12626\/revisions"}],"wp:attachment":[{"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/media?parent=12626"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/categories?post=12626"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rud.is\/b\/wp-json\/wp\/v2\/tags?post=12626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}