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Simple (the bank) plugin for ofxstatement

Project Description

This is an ofxstatement plugin for Simple JSON statements downloaded from the site. ofxstatement converts the JSON into a series of “check” transactions in an OFX file.

ofxstatement is a tool for converting proprietary bank statements into the OFX format, suitable for importing into GnuCash, Moneydance, and other compatible applications. The plugin for ofxstatement parses a particular proprietary bank statement format and produces a common data structure that is then formatted into an OFX file.

Requirements

As with ofxstatement, this plugin requires Python 3. You will need to have ofxstatement installed; the package will be brought in as a dependency if you install the plugin via pip.

Installation

You can install the plugin via most of the normal Python methods (be sure to install using your environment’s python3 installation). Remove the –user option if you wish to install the package globally.

pip

pip3 install --user ofxstatement-simple

setup.py

python3 setup.py install --user

Configuration

Note that you can specify ‘bank’ and ‘account’ in ofxstatement’s configuration file (accessible using the ofxstatement edit-config command or directly at ~/.local/share/ofxstatement/config.ini (on Linux, at least). Setting these values makes it easier for your personal finance application to recognize which account the file’s data belongs to.

Also note that transactions for zero amounts are filtered by default. If you wish to include zero-amount transactions, set ‘zero_filter’ to ‘false’ in your settings. Here is an example of a settings block for the simple plugin:

[simple]
account = 8675309
plugin = simple
zero_filter = false

Usage

Export your Simple transactions into a JSON file (it’s currently <date>-exported_transactions.json). Then run:

$ ofxstatement convert -t simple <date>-exported_transactions.json simple.ofx

You can then import simple.ofx into the personal finance application of your choice.

History

0.1.0 (2015-10-11)

  • Uploaded to pypi
  • Added to github
Release History

Release History

This version
History Node

0.1.0

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File Name & Checksum SHA256 Checksum Help Version File Type Upload Date
ofxstatement_simple-0.1.0-py2.py3-none-any.whl (7.9 kB) Copy SHA256 Checksum SHA256 3.4 Wheel Oct 11, 2015
ofxstatement-simple-0.1.0.tar.gz (22.5 kB) Copy SHA256 Checksum SHA256 Source Oct 11, 2015

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