django-bankdownloads

Import and standardize bank transaction downloads on Django sites
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  • License:
  • Creative Commons Att...
  • Price:
  • FREE
  • Publisher Name:
  • Evan Davey
  • Publisher web site:
  • https://github.com/evandavey/

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django-bankdownloads Description

django-bankdownloads is a Django app to import and standardize bank transaction downloads. It can:- imports ofx (open financial exchange format) via the ofxparse library- imports csv using regex to match data columns- bankid and accountid taken from original file if possible, otherwise from a filename in the format < bankid >-< accountid >-YYYYMMDD.< ext >- creates a standardised data dictionary with headers:- date transid value currency memo payee accountid bankid fxcurrency fxrate fxamount- outputs data in ofx formatInstall1. Get the code > git clone git://github.com/evandavey/django-bankdownloads.git django-bankdownloads2. Install via pip > pip install django-bankdownloads3. Add 'bankdownloads' to INSTALLED_APPS4. Add BANKDOWNLOADS_IMPORT_PATH, BANKDOWNLOADS_OUTPUT_PATH, BANKDOWNLOADS_EMAILS and BANKDOWNLOADS_NOTIFIER_EXCLUDES to settingsUse- provides a 'BankDownload' class that can be reused in other applications > mydownload = BankDownload() > mydownload.original_file= > mydownload.save()- access standardised data via the 'data' property > data = mydownload.data > ofx = mydownload.export_ofx()- use management command bankdownloads_notifier to email if data is missing for a given month- use management command bankdownloads_processor to batch import bank downloads and output standardised ofxProduct's homepage


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