Comments on: Converting financial CSV data to OFX or QIF import files

By: theo

theo — Wed, 11 May 2011 09:42:07 +0000

this is probably a stupid question.
I’m new to Python. I’ve installed wxPython, and used these command:
setup.py install
import csv2ofx
They all seemed successful.
But then what should I do? How should I execute/run the programme?
Thanks a lot.

By: seletit

seletit — Mon, 24 Jan 2011 20:47:17 +0000

there is a desktop application (for Windows) to convert CSV to QIF. It’s called CSV2QIF at http://www.csv2qif.com

As long as a CSV file has a header with common sense column names, CSV2QIF will figure out by itself the mapping and convert.

By: randfb

randfb — Wed, 15 Dec 2010 16:48:48 +0000

I am trying to figure out to start the gui.

I have tried a few ways to open the xrc file.

Can you supply a script to start the gui ?

thanks
Rand

By: Suresh

Suresh — Sun, 04 Jul 2010 20:55:12 +0000

Hi,

Have you got the PHP based script, as i dont know how to use python.

Thanks.

By: vybixa

vybixa — Tue, 04 May 2010 23:46:00 +0000

For a windows desktop utility to convert CSV and QIF to OFX try iCreateOFX Basic from
http://icreateofx.co.uk/Convert-CSV-to-OFX

By: Dennis

Dennis — Tue, 24 Nov 2009 15:08:12 +0000

Why don't you post them to the wiki for csv2ofx on github:

By: reubano

reubano — Tue, 24 Nov 2009 04:47:58 +0000

Thanks for the script. I was able to use it to generate an OFX file perfectly. However, I wish to automate the process in a php script that will download a csv file from mint and then process it with csv2ofx. How can I call csv2ofx from within a php script so that I don’t have to use the gui? Thanks!

Reuben

P.S. if anyone wants a copy of my custom mint mappings, let me know.

By: paolo

paolo — Tue, 24 Nov 2009 00:49:57 +0000

You can try also my online converter at http://qifer.seasidehosting.st , only QIF target is supported but the user can choose freely the columns to convert.

Paolo

By: rme

rme — Sat, 03 Oct 2009 12:50:36 +0000

Getting this error with Yodlee generated csv when the script trys to save the file:

Traceback (most recent call last):
File “/Library/Python/2.6/site-packages/csv2ofx/__init__.py”, line 210, in OnExport
csv2ofx_export(path,mapping,grid)
File “/Library/Python/2.6/site-packages/csv2ofx/ofx.py”, line 16, in export
if mapping['skip'](row,grid): continue
File “/Library/Python/2.6/site-packages/csv2ofx/mappings.py”, line 99, in
‘skip’:lambda row,grid: fromCSVCol(row,grid,’Split Type’) == ‘Split’,
File “/Library/Python/2.6/site-packages/csv2ofx/csvutils.py”, line 60, in fromCSVCol
return xmlize(grid.GetValue(row,grid.GetColPos(col_name)))
File “/Library/Python/2.6/site-packages/csv2ofx/csvutils.py”, line 44, in GetColPos
return self.col_map[col_name]
KeyError: ‘Split Type’

Seems to import fine as I can see everything in place in the GUI. Any ideas?

Many Thanks

By: Dennis

Dennis — Mon, 18 May 2009 14:55:38 +0000

The README file and the mappings.py file both contain documentation on the format of the OFX and QIF mapping requirements. I’d like to also start a wiki page on the github site where people can add custom mappings for additional banks. Part of the reason this tool is written the way it is is because it seems almost every bank has their own csv format.

You can also send me a sample csv directly (using the contact me link above.) if you can’t quite get a mapping to work.

By: bdp

bdp — Sat, 16 May 2009 21:10:27 +0000

Very nice. Can you recommend any documentation on how OFX works or how I should be approaching the mapping? I’m struggling to use what you’ve provided as a template and create a custom mapping for my Fidelity Investment accounts.

I continue to run into this error:
KeyError: ‘Split Type’

But if I comment out the split line or get around that error another way I seem to just stir up more trouble.

By: Dennis

Dennis — Fri, 08 May 2009 15:32:56 +0000

You can use the contact me link.

By: zioalex

zioalex — Fri, 08 May 2009 15:30:16 +0000

Have you an email where can I send my custom function and configuration for Fineco Bank ( an italian bank )?

By: zioalex

zioalex — Fri, 08 May 2009 14:03:11 +0000

Hi dear, I’vnt understand how to skip n-lines ! Please can you explain me.
Thankx for your tool.

By: amanda

amanda — Mon, 04 May 2009 03:03:20 +0000

Thanks!

This is exactly what I was looking for. Unfortunately, I don’t have the wxPython module installed. Based on my reading of this:

http://www.wxpython.org/download.php#prerequisites

I searched my repos for “python-wxgtk” — which I wouldn’t have come up with on my own — and installed python-wxgtk2.8

Also, for what it is worth, I couldn’t get wesabe to load the OFX but the QIF worked.