Tag Archive for 'ofx'

MS Money and UBS Mappings for csv2ofx

February 17th, 2010 by Dennis

I added the MS Money Report mapping from the csv2ofx wiki and merged in Arthur Liu’s UBS mapping to csv2ofx. A quick reminder for the way mappings work: The built in mappings are made to work as an example for your own CSV files. You might happen to have a CSV file from one of […]

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Converting financial CSV data to OFX or QIF import files

February 4th, 2009 by Dennis

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 […]

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