[GNC] Tool to Convert Bank Statements into GnuCash-Friendly Formats

[Ed Greenberg]

I never had any trouble with bank statements, since most of my institutions
provide OFX downloads. However I had a lot of trouble with stock broker
statements.

I wrote a python program that takes a downloaded CSV and massages it,
outputting another CSV that Gnucash likes to import.

I wrote it with classes for each type of transaction, and a controlling
script around those classes for each financial institution.

The idea is that the script sets up all the variables, iterates over the
input file, and calls the correct class for each transaction type.

It's driven off a CSV export of the account tree.

Since I am focused on stock transactions, everything, or almost everything,
has a ticker symbol and I use that to find the appropriate transfer
account.

I've been doing some refactoring lately since the thing grew organically
from handling one particular stockbroker into handling three of them. I
find I've done this over and over in my career: opening up a file,
massaging the data, and writing another file.

My view of this is that each incoming row is represented by a class
specific to it's subtype. We instantiate an object for each row, write
methods to output what we want, and depending upon the language we might
have to explicitly throw away the object when we're done with it to avoid
memory issues.

I don't really have something releasable, since it was written for my own
use, but I will be happy to dialogue with you about this.

All the best,
Ed Greenberg

On Sun, Sep 7, 2025, 15:08 John <johnfemdeo at gmail.com> wrote:

> I’ve been working on a small web application that might be useful for some
> of you who deal with importing statements into GnuCash:
>
> 👉 http://bankstatementconverts.com/
>
> The app helps convert bank statements into formats that GnuCash can read
> more easily (CSV/OFX/QIF). The idea is to save time on manual formatting or
> copy-paste cleanup before importing into GnuCash.
>
> I’d really appreciate feedback from the community:
>
>    -
>
>    Does this solve a common pain point you’ve had with bank imports?
>    -
>
>    Are there specific formats or banks you’d like supported?
>    -
>
>    Any concerns or improvements you’d suggest?
>
> This is just a side project, and I’d love to improve it based on your
> input.
>
> Thanks,
> Shubham
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