4/27/2023 0 Comments Csv2ofx freeI think that's a great idea (yodlee -> gnucash).OK, we have now set up a project for csv2ofx at github. Last edited by MountainX September 10th, 2009 at 02:32 AM. Hopefully, all these extra steps will no longer be required on the next update of csv2ofx. (This changes the way the dates are written). See įinally, I open the Yodlee CSV file in Open Office and then save again as CSV. I also had to edit the csv2ofx_custom.py file to remove the mapping for Transaction ID (which is no longer in the Yodlee data). First, I copied /csv2ofx/src/csv2ofx/mappings.py to /home/MY_USER/csv2ofx_custom.py However, I did have to do some extra steps to get the files to convert correctly. The installation when fine and the program runs with no errors. I followed the steps in the README (which is basically to run "sudo python setup.py install"). ![]() My only guess is that your wxGTK package may not be correct. I installed python-wxgtk2.8 (2.8.9.1-0ubuntu6) using Synaptic Package Manager. Return _core_.PyApp_BootstrapApp(*args, **kwargs)įile "/usr/local/lib/python2.6/dist-packages/csv2ofx/_init_.py", line 46, in OnInitĪttributeError: 'NoneType' object has no attribute 'EnableEditing'I just downloaded and installed csv2ofx on a clean Jaunty installation. (However, csv2ofx will also let you transfer Yodlee data to MS Money or Quicken and maybe even MoneyDance, KMyMoney, and others too.)įile "/usr/local/bin/csv2ofx", line 14, in įile "/usr/local/lib/python2.6/dist-packages/csv2ofx/_init_.py", line 25, in _init_įile "/usr/lib/python2.6/dist-packages/wx-2.6-gtk2-unicode/wx/_core.py", line 7700, in _init_įile "/usr/lib/python2.6/dist-packages/wx-2.6-gtk2-unicode/wx/_core.py", line 7352, in _BootstrapApp But blending Yodlee and GnuCash is wonderful and I am glad I don't have to go back to MS Money. So GnuCash by itself is out of the question. GnuCash can do it, but its online transaction downloading is too much of a pain for me. I have to be able to get the account balances required for tax accounting. Without csv2ofx, I would have to give up on Yodlee and GnuCash and go back to MS Money. I enjoy the best of Yodlee and the best of GnuCash. I use csv2ofx to import my Yodlee data into GnuCash where I can do further analysis or processing. (An earlier forum post about it can be found here: ) Get it here:īy using csv2ofx you can continue to reap all the benefits of Yodlee and you can also take advantage of more advanced features available in GnuCash, etc. Well, there is now a way to convert Yodlee CSV data into OFX!Ĭsv2ofx is free and open source. But to get your data into the common personal financial management apps such as GnuCash, it needs to be in OFX format. Yodlee does allow you to export all transactions into a CSV file. There are other common financial functions (reporting, budgeting, electronic payments via check, etc.) that people need and that are currently best done in apps like GnuCash. For example, I need to generate a report of all my account balances as of year end. GnuCash (or similar PFM) is required because, as great as Yodlee is at automatically downloading all your banking transactions, there are several things Yodlee cannot do. ![]() Without it, there is no way to get Yodlee data into GnuCash (or any other PFM I know of). The key to upgrading my personal finance software was a free utility called csv2ofx. Using these two apps together has allowed me to finally stop using MS Money (and that allowed me to finally stop using MS Windows for personal stuff.) I'm a new user of both (started at beginning of this year), but I am already hooked, especially on Yodlee.
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