ofxparse 0.10

Tools for working with the OFX (Open Financial Exchange) file format

ofxparse

ofxparse is a parser for Open Financial Exchange (.ofx) format files. OFX files are available from almost any online banking site, so they work well if you want to pull together your finances from multiple sources. Online trading accounts also provide account statements in OFX files.

There are three different types of OFX files. This library has been tested with BankAccount files. The other two types, CreditAccount and InvestmentAccount have not been tested. If you have a sample of these other types that could be used to help this project, please see the Help! section below.

Example Usage

Here’s a sample program:

from ofxparse import OfxParser

ofx = OfxParser.parse(file('file.ofx'))
ofx.accounts                        # An account with information
ofx.account.number                  # The account number
ofx.account.routing_number          # The transit id (sometimes called branch number)
ofx.account.statement               # Account information for a period of time
ofx.account.statement.start_date    # The start date of the transactions
ofx.account.statement.end_date      # The end date of the transactions
ofx.account.statement.transactions  # A list of account activities
ofx.account.statement.balance       # The money in the account as of the statement date
ofx.account.statement.available_balance # The money available from the account as of the statement date

Help!

I’m looking for different types of accounts to make this library more robust. I’m looking for sample credit account or investment account files. Please (anonymize first) and mail to jseutter dot ofxparse at gmail dot com.

Development

Prerequisites:: (Ubuntu) sudo apt-get install python-beautifulsoup python-nose (pip) pip install BeautifulSoup nose

Tests:: Simply running the “nose” command should run the tests. If you don’t have nose installed, the following might also work:

python -m unittest tests.test_parse

Homepage

http://sites.google.com/site/ofxparse

License

ofxparse is released under an MIT license. See the LICENSE file for the actual license text. The basic idea is that if you can use Python to do what you are doing, you can also use this library.