ofxstatement plugins for some italian banks
Project description
ofxstatement is a tool to convert proprietary bank statement to OFX format, suitable for importing to GnuCash, HomeBank or any other standard-friendly accounting sofware.
ofxstatement-it-banks provides some italian banks plugins for ofxstatement.
Supported banks:
Widiba (https://www.widiba.it) plugin ‘widiba’
WeBank (https://www.webank.it) plugin ‘webank’
Most of the code was taken from projects ofxstatement-fineco and ofxstatement-intesasp.
Installation
You can install the plugin as usual from pip or directly from the downloaded git
pip
pip3 install --user ofxstatement-it-banks
setup.py
python3 setup.py install --user
Configuration
To edit the config file run this command
$ ofxstatement edit-config
for example:
[widiba] bank_id = Widiba causale2name = True plugin = widiba [webank] bank_id = Webank account_id = 00000 - 0000000000 plugin = webank
Save and exit the text editor
configuration parameters
widiba
- bank
Bank id (default is ‘Widiba’)
- currency
Currency (default is ‘EUR’)
- account_type
Account type (default is ‘CHECKING’)
- info2name
If set to True copy content of column CAUSALE in xlsx file to <NAME> field in ofx file. Useful if ofx file is imported in HomeBank, to populate ‘info’ field.
- info2memo
If set to True concat content of column CAUSALE in xlsx file at the end of the <MEMO> field in ofx file. Useful if ofx file is imported in HomeBank, to setup automatic assignments rules.
webank
- bank
Bank id (default is ‘Webank’)
- currency
Currency (default is ‘EUR’)
- account_id
Account id (default is ‘00000 - 0000000000’)
- account_type
Account type (default is ‘CHECKING’)
about the parsing
A semi-unique id is generated for any transaction through a ofxstatement’s native method.
The ofx transaction type are set to generic DEBIT or CREDIT according to the sign of transaction.
The full description available is set to the memo field.
The plugin only support the savings statements xlsx file (no credit card support).
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