On Mon, Apr 13, 2009 at 12:24:33PM -0700, Simon Michael wrote: > >>> 1. Import transactions directly from the Bank website using AqBanking >>> and OFX Direct Connect. > > I'm interested in this too. I was able to download ofx account info with > some python script. But currently, I manually download the bank's csv > export and then convert that.
To do this task I written an awk script. I download the CSV from my credit card website, and awk looks at the payees to determine account names and to change the uppercase (and sometimes abbreviated) payee names to something more readable. It also processes the transactions a bit to handle some accounting oddities that I need. This works well because I do a lot of transactions on my credit card but the large majority of them are with recurring payees. QIF would also be easy to parse with awk. Bank of America forces one to use proprietary software to download a QIF and they don't have a CSV, but they do have plain-text statements that could be read with awk if I wanted to bother. >>> 2. Use transaction names to Auto-complete account names. My awk thing takes care of this. (I have never bothered to learn emacs, though every few years I look at it again.)
