qfx-to-csv

A Python utility to convert OFX/QFX financial files to CSV, TSV, or formatted table output.

Features

• Supports multiple output formats: human-readable tables, CSV, and TSV
• Select specific columns to include in output
• Handles multiple input files in one command
• Shows available transaction fields automatically when invalid columns are specified

Installation

1. Ensure Python 3.6+ is installed
2. Install required dependencies:

pip install ofxparse tabulate

Usage

python main.py [OPTIONS] OFX_FILE(S)...

Options:

• --format FORMAT: Output format (table, csv, or tsv), default: table
• --columns COL1,COL2,...: Comma-separated list of columns to include

Examples:

1. Basic table view of transactions:

python main.py transactions.ofx

Output

┌──────────┬────────────┬────────────┬───────────┬───────┬────────┬───────────────────────┬───────┬─────────┬─────────────┐
│   amount │ checknum   │ date       │        id │ mcc   │ memo   │ payee                 │ sic   │ type    │ user_date   │
├──────────┼────────────┼────────────┼───────────┼───────┼────────┼───────────────────────┼───────┼─────────┼─────────────┤
│   -58.73 │            │ 2014-09-20 │ 201409206 │       │        │ TRADER JOE'S #541 QPS │ None  │ payment │ None        │
└──────────┴────────────┴────────────┴───────────┴───────┴────────┴───────────────────────┴───────┴─────────┴─────────────┘

2. Basic table view with specific columns:

python main.py transactions.ofx --columns date,amount,payee

Output

┌────────────┬──────────┬───────────────────────┐
│ date       │   amount │ payee                 │
├────────────┼──────────┼───────────────────────┤
│ 2014-09-20 │   -58.73 │ TRADER JOE'S #541 QPS │
└────────────┴──────────┴───────────────────────┘

3. Process multiple files with TSV format:

python main.py apostrophe.ofx checking.ofx --format CSV

Output

date,amount,payee
2014-09-20,-58.73,TRADER JOE'S #541 QPS
date,amount,payee
2011-03-31,0.01,DIVIDEND EARNED FOR PERIOD OF 03
2011-04-05,-34.51,"AUTOMATIC WITHDRAWAL, ELECTRIC BILL"
2011-04-07,-25.00,"RETURNED CHECK FEE, CHECK # 319"

Available Columns

Common transaction fields include:

• date
• amount
• payee
• memo
• id
• type
• checknum
• sic
• mcc

To see all available fields for your file:

1. Run the script with an invalid column name:

python main.py your_file.qfx --columns invalid_column

2. The error message will display all valid columns for your transactions

License

This project is MIT licensed.