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I have accounts at Chase, Citi, Capital One and a small credit union. All of them support exchanging of statements through OFX. I wrote a small Python script a
by jessedhillon 11y ago
I have accounts at Chase, Citi, Capital One and a small credit union. All of them support exchanging of statements through OFX.
I wrote a small Python script around ofxclient[0] which downloads daily statements from all of these accounts and then merges them into a GNU Ledger-formatted text file. I was inspired to do this when GNU Ledger was on the front page here about a month ago[1]. I keep the ledger itself version controlled using git. It's been working great -- the script not only downloads the statements but also identifies certain keywords in the payee name and attributes those against the matched expense account.
[0] https://pypi.python.org/pypi/ofxclient/ https://pypi.python.org/pypi/ofxclient/
[1] https://news.ycombinator.com/item?id=10510394 https://news.ycombinator.com/item?id=10510394
- cableshaft 11y agoThank you for letting me know that you can do this. I'd like to try combining that info with the Civilization Budget (http://alexrecker.com/our-new-sid-meiers-civilization-inspired-budget/ http://alexrecker.com/our-new-sid-meiers-civilization-inspir...) that was posted a couple weeks ago.
- jessedhillon 11y agoSure, glad to help. If you have any questions about how I did it, send me an email (it's in my profile) and I can try to answer them.