{ "info": { "author": "Chris Mayes", "author_email": "cmayes@cmay.es", "bugtrack_url": null, "classifiers": [ "Development Status :: 4 - Beta", "Environment :: Console", "License :: OSI Approved :: GNU Affero General Public License v3", "Natural Language :: English", "Operating System :: OS Independent", "Programming Language :: Python :: 3", "Topic :: Office/Business :: Financial :: Accounting", "Topic :: Utilities" ], "description": "~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\nBetterment plugin for ofxstatement\n~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n\n.. image:: https://img.shields.io/travis/cmayes/ofxstatement-betterment.svg\n :target: https://travis-ci.org/cmayes/ofxstatement-betterment\n\n.. image:: https://img.shields.io/pypi/v/ofxstatement-betterment.svg\n :target: https://pypi.python.org/pypi/ofxstatement-betterment\n\n.. image:: https://coveralls.io/repos/cmayes/ofxstatement-betterment/badge.svg?branch=master&service=github\n :target: https://coveralls.io/github/cmayes/ofxstatement-betterment?branch=master\n\n\nThis is an `ofxstatement`_ plugin for `Betterment`_ CSV statements downloaded\nfrom the site's `activity`_ page. `ofxstatement`_ converts the CSV into a\nseries of \"check\" transactions in an OFX file, so `Moneydance`_ (for instance)\nwill only consider bank and credit card accounts for the generated OFX file's\nimport. Given Betterment's daily gain/loss transaction data, the \"check\"\ntransaction type works well enough.\n\n.. _ofxstatement: https://github.com/kedder/ofxstatement\n.. _Betterment: https://www.betterment.com/\n.. _activity: https://wwws.betterment.com/app/#activity\n.. _Moneydance: http://moneydance.com/\n\n`ofxstatement`_ is a tool for converting proprietary bank statements into the\nOFX format, suitable for importing into GnuCash, Moneydance, and other compatible\napplications. The plugin for ofxstatement parses a particular proprietary bank\nstatement format and produces a common data structure that is then formatted\ninto an OFX file.\n\nRequirements\n============\n\nAs with `ofxstatement`_, this plugin requires Python 3. You will need to have\n`ofxstatement`_ installed; the package will be brought in as a dependency if\nyou install the plugin via `pip`_.\n\n.. _pip: https://pypi.python.org/pypi/pip\n\nInstallation\n============\n\nYou can install the plugin via most of the normal Python methods (be sure to\ninstall using your environment's python3 installation). Remove the `--user`\noption if you wish to install the package globally.\n\npip\n---\n\n::\n\n pip3 install --user ofxstatement-betterment\n\nsetup.py\n--------\n\n::\n\n python3 setup.py install --user\n\nConfiguration\n=============\n\nNote that you can specify 'bank' and 'account' in ofxstatement's configuration file (accessible\nusing the `ofxstatement edit-config` command or directly at\n`~/.local/share/ofxstatement/config.ini` (on Linux, at least). Setting these values makes it\neasier for your personal finance application to recognize which account the file's data\nbelongs to.\n\nAlso note that transactions for zero amounts are filtered by default. If you wish to include\nzero-amount transactions, set 'zero_filter' to 'false' in your settings. Here is an example\nof a settings block for the betterment plugin::\n\n [betterment]\n account = 8675309\n plugin = betterment\n zero_filter = false\n\nUsage\n=====\n\nExport your Betterment `activity`_ into a CSV file (it's currently `transactions.csv`). Then run::\n\n $ ofxstatement convert -t betterment transactions.csv betterment.ofx\n\nYou can then import `betterment.ofx` into the personal finance application of your choice.\n\n\n\n\n\nHistory\n-------\n\n0.3.0 (2015-11-15)\n------------------\n\n* Updated to support newer CSV format by using header row rather than index, support\n the new date format, and sort by date for beginning and ending balance.\n\n0.2.4 (2015-10-18)\n------------------\n\n* Changed to a SHA-256 hash for the pseudo-unique transaction ID in order to improve\n ID stability while preserving uniqueness.\n\n0.2.2 (2015-10-04)\n------------------\n\n* Added filter to remove pending transactions (which have a blank ending balance)\n\n0.2.1 (2015-09-27)\n------------------\n\n* Small documentation improvements.\n\n0.2.0 (2015-09-27)\n------------------\n\n* Added tests\n* Wired up to Travis CI\n* Added coveralls test coverage reporting.\n\n0.1.0 (2015-09-26)\n------------------\n\n* Uploaded to pypi\n* Added to 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