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ofxloader's Introduction

OFX Loader

Simple utility to read a bunch of OFX files and output a single CSV file with the transactions in tabular form.

Pre-requisites

Build

dotnet build

Usage

Create a directory structure as follows and place your OFX files into the ofx directory.

<root>/
 - ofx/                 <--- OFX's will be read from here
   - OFXfile1.ofx
   - OFXfile2.ofx
   - ...
   - OFXfileN.ofx
 - csv/                 <--- CSV output will be written here

Copy the output OFXLoader.dll and OFXLoader.runtimeconfig.json files to the <root> directory.

Run the following command with the <root> directory as current.

dotnet OFXLoader.dll

The program will find each OFX file in the ofx directory and create a single CSV file in the csv directory, and load the unique set of transaction data into it. Duplicate transactions will be ignored.

Open the resultant CSV file in your favourite spreadsheet program to see the transactions in tabular form.

Output Format

The following table shows an example of the tabular content produced.

Date Description Amount FitNum CheckNum
YYYY-MM-DD Transaction Ref 1 10.99 98765 56473
YYYY-MM-DD Transaction Ref 2 11.99 98766 56474
YYYY-MM-DD Transaction Ref 3 12.99 98767 56475
YYYY-MM-DD Transaction Ref 4 13.99 98768 56476
... ... ... ... ...

License

MIT License. Copyright (c) 2020 Chris Stefano. See LICENSE for details.

ofxloader's People

Contributors

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Watchers

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