import_bank_extract_pdf
Import an XP Conta Digital Extrato PDF to record account transfers, filtering only APORTE (deposits) and RESGATE (withdrawals) between digital and investment accounts, while skipping duplicate imports.
Instructions
Import a PDF exported from XP's Conta Digital Extrato (digital account statement). Filters for transfers between digital account and investment account only (deposits = APORTE, withdrawals = RESGATE). Idempotent: re-importing the same file skips duplicates. Persists to the cash_flows table.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| file_path | Yes | Absolute path to a PDF exported from XP's Conta Digital Extrato (digital account statement). |