[GNC] Third party OFX/CVS providers

[Kalpesh Patel]

Tom,

 

Not sure if Python is on the table or not but it looks simple to go from PDF
to CSV format programmatically in Python (I un-learned Perl in 2010's and
learned Python in place). This will do away with needing very fine external
programs likes of Ghostscript and/or or iText7. 

 

Take a look at this link https://www.pythonpool.com/python-pdf-parser/ and
https://medium.com/analytics-vidhya/python-packages-for-pdf-data-extraction-
d14ec30f0ad0 if you want to be brave and venture into Python realm. Then you
can use yahoo_fin library in python to pull in prices for security as well.
I wrote a script that does this latter part to create a Quicken 2017
importable CSV file for prices. It is available (to anyone) for asking. 

 

Kalpesh.

 

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Message: 5

Date: Fri, 5 Aug 2022 19:47:45 -0500

From: Tom Browder <tom.browder at gmail.com>

To: Gnucash Users <gnucash-user at gnucash.org>

Subject: Re: [GNC] Third party OFX/CVS providers

Message-ID:

 
<CAFMGiz_m8U0ae6=gSL19AEkHV2HDkSkLTM0yC=cs3jKwzxJV8Q at mail.gmail.com>

Content-Type: text/plain; charset="UTF-8"

 

On Wed, Aug 3, 2022 at 17:39 Tom Browder <tom.browder at gmail.com> wrote:

 

> My current bank (US, Hancock Whitney) unfortunately does not provide 

> account data in a digital format other than monthly PDF statements for 

> personal accounts. I know third-party programs, such as YNAB 

> (ynab.com), can get access my bank while I can't, but I don't want the 

> baggage that comes with it.

> 

 

I changed my mind. I now have an YNAB account and found that is has a
well-documented API. Not only that, I was able to link it successfully to my
two banks and access my checking, savings, and credit card transactions!

It might be possible to use the API to periodically download bank and credit
card transactions into YNAB's standard JSON format, then convert that into
the OFX format, and then upload the OFX into GnuCash.

 

I'm proceeding on the project with the hope of success. If anyone is
interested in following it, the Raku (formerly Perl 6, see https://raku.org)
module skeleton is on my Github repo now at
https://github.com/tbrowder/API-YNAB.git. (Note I may soon change the title
to something like YNAB2OFX or YNAB-OFX--suggestions are very welcome.)

 

The downside, assuming I have success, is that YNAB has a subscription fee
of about $15 per month plus tax (cancel any time) or $100 plus tax a year,
sums well worth it if I can get a periodic good OFX-to-GnuCash import.

 

Best regards,

 

-Tom

 

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