Generic ofx2dataframe converter capable of handling multiple inputs #144
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added 3 commits
November 10, 2021 21:27
Created unittest for the same. Modified utils/ofx2xlsx.py script to use the converter and support output in csv or xlsx format
Thus investment securities and cash balance positions are consolidated into 'Positions' dataframe Fxed bug associated with attaching acctname to transactions.
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Hi. I find it useful to generate dataframe(s) from ofx transactions parsed from one or more ofx source files, for example when importing transactions into a personal finance app like beancount. Inspired by the code in utils/ofx2xlsx.py, I felt it would be better to make it generic to handle any available fields based on the transaction type and code the converter as a function returning mutiple dataframes (one per transaction type) accumulating transactions from all source files. The ofx2xlsx script then trivially has to convert the dataframes to csv or xlsx based on command line option
Created unittest for the same.
Modified utils/ofx2xlsx.py script to use the converter and support
output in csv or xlsx format