As a side project, I created a CSV to OFX converter that applies custom mappings to CSV data to export them to QIF or OFX files. This morning, I added the ability to override the built-in mappings with custom mappings that suite your needs.
Basically, you can take financial data from any institution and modify one of the existing mappings to provide the information needed for each export format. Once you've done that for your bank, you can import CSV data and export OFX or QIF for import into whichever financial software you prefer.
csv2ofx requires wxPython. You can retrieve the latest source with git:
- > git clone git://github.com/mulicheng/csv2ofx.git
- > cd csv2ofx
- > # use csv2ofx from the source directory
- > ./csv2ofx
- > # or install it site-wide
- > python setup.py install
- > # csv2ofx installed in path
You may also download a zip or tar archive from github if you prefer to grab a copy but don't want to track the source repository. Go to the source repository for csv2ofx and click the download link.
There are directions in src/mappings.py and the README file for modifying mappings to suite your needs.
Contributions are welcome. Enjoy.
Added MS Money Rep and UBS support to csv2ofx