#django-bankdownloads
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django app to import and standardise bank transaction downloads
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imports ofx (open financial exchange format) via the ofxparse library
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imports csv using regex to match data columns
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bankid and accountid taken from original file if possible, otherwise from a filename in the format
--YYYYMMDD.
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creates a standardised data dictionary with headers:
date transid value currency memo payee accountid bankid fxcurrency fxrate fxamount
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outputs data in ofx format
##Requirements
- working django site
##Install
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Get the code
git clone git://github.com/evandavey/django-bankdownloads.git django-bankdownloads
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Install via pip
pip install django-bankdownloads
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Add 'bankdownloads' to INSTALLED_APPS
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Add BANKDOWNLOADS_IMPORT_PATH,BANKDOWNLOADS_OUTPUT_PATH,BANKDOWNLOADS_EMAILS and BANKDOWNLOADS_NOTIFIER_EXCLUDES to settings
##Use
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provides a 'BankDownload' class that can be reused in other applications
mydownload = BankDownload()
mydownload.original_file=[file]
mydownload.save()
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access standardised data via the 'data' property
data = mydownload.data
ofx = mydownload.export_ofx()
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use management command bankdownloads_notifier to email if data is missing for a given month
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use management command bankdownloads_processor to batch import bank downloads and output standardised ofx
##Authors
Evan Davey evan.davey@cochranedavey.com
##Licenses
CC-SA-NC
Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License.