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Django-app for managing and processing bank transaction downloads

Project description


  • django app to import and standardise bank transaction downloads

  • imports ofx (open financial exchange format) via the ofxparse library

  • imports csv using regex to match data columns

  • bankid and accountid taken from original file if possible, otherwise from a filename in the format


  • creates a standardised data dictionary with headers:

    date transid value currency memo payee accountid bankid fxcurrency fxrate fxamount

  • outputs data in ofx format


  • working django site


  1. Get the code

    > git clone git:// django-bankdownloads

  2. Install via pip

    > pip install django-bankdownloads

  3. Add ‘bankdownloads’ to INSTALLED_APPS



  • provides a ‘BankDownload’ class that can be reused in other applications

    > mydownload = BankDownload()

    > mydownload.original_file=[file]


  • access standardised data via the ‘data’ property

    > data =

    > ofx = mydownload.export_ofx()

  • use management command bankdownloads_notifier to email if data is missing for a given month

  • use management command bankdownloads_processor to batch import bank downloads and output standardised ofx


Evan Davey



[Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License][cc-nc-sa].




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