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A JavaScript framework for downloading bank statements in OFX, QIF, CSV, and JSON. Currently supports HSBC UK Personal Banking.

Home Page: http://shuckster.github.io/OBIS/

License: MIT License

JavaScript 89.31% HTML 4.57% SCSS 6.12%

hsbc banking bookmarklet ofx qif json csv chrome-extension download-statements

obis's Introduction

OBIS: Online Banking Is Shit

A JavaScript framework for downloading bank statements

Recent updates

OBIS can download statements from HSBC UK Personal Banking in a variety of formats. HSBC has historically been very limiting with its download options, and since 2021 only allows PDF downloads of your statements.

That's shit. OBIS can generate a Zip of your statements in OFX, QIF, CSV, and JSON:

OBIS currently supports only HSBC UK, but other parsers are possible.

How to use it

...as a Web Extension

The easiest way to use OBIS is to install it as an Extension into Google Chrome. You can either build it yourself or download it from the Chrome Web Store (coming soon, pending approval!)

To build it yourself:

Download the project from Github
Navigate to: chrome://extensions/
Enable Developer mode [ o ]
Click the [ Load unpacked ] button
Choose the downloaded dist/extension/ folder

You'll see the OBIS interface after logging-in to your HSBC account.

...as a bookmarklet

I use this mode when developing OBIS, but it also used to be the only way to run it:

Open dist/bookmarklet.js
Copy everything
Paste into a new bookmark
Log into your HSBC UK account
Click the bookmark

Due to recent security improvements to browsers it's unlikely you'll be able to do this directly from the Github master.

You'll need to build the project locally:

git clone https://github.com/shuckster/OBIS.git
cd OBIS
pnpm i
pnpm run debug:live

At this point a server should be running and a bookmarklet that points to it will have been built in dist/. Create a bookmark based on this bookmarklet and click it after logging into your HSBC UK account.

As the procedure hosts OBIS via localhost it should bypass the CORB security checks.

Is it safe?

If you're concerned about security on the Internet (and you should be) feel free to browse the code of the project right here on Github. For maximum peace of mind you can fork the project to inspect and build it yourself.

If approved by Google, you can use OBIS via the official Chrome Extension. Hopefully this will instill a little more trust as they curate the content of their Web Store.

About

OBIS was written by Conan Theobald.

Contributing

To support my efforts with this project please consider buying me a coffee. :)

Credits

Many thanks to these contributors:

@lesterw1
@masterell
@prisonblues

🙏

Inspired by:

https://github.com/LTheobald/HSBCToOFX (Removed, but author still active.)
https://ar.al/3744/

License

MIT licensed: See LICENSE

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obis's Issues

Doesn't download second page of statements

In the Statements index when you hit the checkbox to retrieve specific month's statements it will only download the first page of transactions of that particular month.

New pages are generated after 201 transactions

New HSBC statements page breaks OBIS

I'm aware that HSBC UK have now updated their statements pages, meaning that OBIS no longer works. I'll be updating the parser soon.

[Chrome Extension] [OFX File] No distinction between credits and debits

On the exported file, credits & debits are both showing up as credits

OBIS and HSBC move to PDF-only Statements

Until the end of 2020, there was a nice screen which OBIS would parse but that screen has been replaced and now the only way to view previous statements is to download the PDF. I noticed you've done a lot of re-writing of OBIS. Is there a better place to view statements so that OBIS can parse them? Prhaps amend the README.md to provide more detail as to where exactly to go (maybe I'm missing it).

"Midata" is now available for download (see: https://www.hsbc.co.uk/current-accounts/midata-faqs/) but for some reason, they censor half of the payment type details, so you get a CSV full of asterisks... And so Online Banking continues to be S***.

As always, appreciate your creating OBIS! 😊

Request to be able to collapse Chrome extension menu

The Chrome extension menu/box takes up a lot of the screen. It would be great to be able to minimise and maximise this particular box.

Extension hangs fetching transactions

The extension progresses nicely, fills the 'Getting transactions... (takes a moment to finish)' bar, but then doesn't seem to complete. Any easy fixes I might be missing?

Thanks.

Obfuscated code

Appreciate the rewrite for this @shuckster. Just worried that with the new code being obfuscated, it's very difficult to see what's going on. Since this scrapes bank details, it would be good to be able to see what the code does.

Also, it's not immediately clear what page one should run the bookmarklet on.

OFX Generation in Chrome Extension bug

Hi @shuckster - been testing the Chrome extension as promised. HSBC includes a comma in the transaction amount if it is >=£1000. I've found that in the OFX file generated (I can't vouch for the other formats), this comma isn't stripped out, so you end up with an OFX tag of 1,650.00 which then gets interpreted by most OFX importers as £1.65.

WOW (can close)

Sorry this not issue per say, its for feedback to authior of this OBIS app- simply HAD to say - AMAZING BRO! How cool is this - it's amazing - hoping we have CSV - just in the middle of using it - can't you do something for barclays too pls! NICE!!

Easy star - 5 if I could - yeahh!

Thanks a mil. I love it.