# jaraco.financial /

Filename Size Date modified Message
jaraco
legacy
34 B
362 B
3.6 KB
1.7 KB

# jaraco.financial

## Overview

jaraco.financial implements tools for financial management, particularly around Open Financial Exchange and Microsoft Money. These scripts help facilitate the continued use of Money using the free, sunset release, by enabling mechanical downloads of OFX data from institutions that support OFX.

jaraco.financial is written by Jason R. Coombs. It is licensed under an MIT-style permissive license.

You can install it with easy_install jaraco.financial, or grab the code from the mercurial repository.

## Getting Started

The primary use of this package is the ofx command. After installing, run ofx --help for usage. jaraco.financial doesn't provide any institutions, but you can see jaraco.institutions for an example of a project that implements some institutions for use in jaraco.financial.

This project is still a work in progress, but if you think you might find it useful, don't hesitate to contact the author for help.

## Planned Changes

The author plans to add some of the following features:

• Integrate some of the most common institutions.

## Accounts File

The "ofx download-all" command of jaraco.financial will retrieve the OFX transactions in a batch for a group of accounts defined in a JSON file. Currently, that file must be located in ~/Documents/Financial/accounts.json. The file should be a JSON list of objects, each with institution and account attributes. It should also have a type property of "checking", "savings", "creditline", or other appropriate OFX type. The institution should reference an institution installed with jaraco.financial, such as those defined in jaraco.institutions. The institution name must match exactly. Here is an example accounts.json:

[
{
"institution": "Bank of America",
"account": "12345679",
"type": "savings"
},
{
"institution": "Wells Fargo",
"account": "872634126",
"type": "moneymrkt"
},
{
"institution": "Chase (credit card)",
"account": "4000111122223333",
"username": "myusername"
}
]


The username attribute must be included if the username of the local user (running the ofx command) differs from the account name on the account.

## Changes

### 1.4

• Added support for launching downloaded ofx in money.
• Now validate downloaded OFX using ofxparse.
• Added --like parameter to download all to download a subset of accounts.

### 1.3

• Added routine for patching msmoney.exe for a bug revealed by Windows 8.

### 1.0

• ofx script now implements different commands. Where one called "ofx" before, now call "ofx query".
• Added new command "ofx download-all", which loads the accounts from a JSON file (~/Documents/Financial/accounts.json) and downloads transactions for the accounts listed in that file.
• Added command "record-document-hashes" for e-mailing record of the hashes of each document.

### 0.2

• Integrated OFX support based on scripts provided by Jeremy Jongsma. Includes ability to specify financial institutions as plugins and download OFX data via the command-line script ofx.
• Added keyring support, so credentials for financial institutions are stored securely within the Windows Vault.
• Added command to clean up temporary files that crash MS Money.

### 0.1

• Initial release with script for launching files in MS Money.