Simple (the bank) plugin for ofxstatement
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.
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.
pip3 install --user ofxstatement-simple
python3 setup.py install --user
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
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.
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