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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

About

Python OFX Library

Topics

Resources

Contributing

Security policy

Stars

345 stars

Watchers

15 watching

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, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Add copy buttons to all
 blocks\n(function() {\n function addCopyButtons() {\n document.querySelectorAll('pre code').forEach(function(codeBlock) {\n if (codeBlock.parentElement.hasAttribute('data-copy-added')) return;\n codeBlock.parentElement.setAttribute('data-copy-added', 'true');\n \n var btn = document.createElement('button');\n btn.textContent = 'Copy';\n btn.style.cssText = 'position:absolute;top:4px;right:4px;padding:2px 8px;font-size:11px;background:#4ecdc4;border:none;border-radius:4px;color:#1a1a2e;cursor:pointer;opacity:0.7;transition:opacity 0.2s;';\n btn.onmouseover = function() { this.style.opacity = '1'; };\n btn.onmouseout = function() { this.style.opacity = '0.7'; };\n btn.onclick = function() {\n navigator.clipboard.writeText(codeBlock.textContent).then(function() {\n btn.textContent = 'Copied!';\n setTimeout(function() { btn.textContent = 'Copy'; }, 1500);\n });\n };\n codeBlock.parentElement.style.position = 'relative';\n codeBlock.parentElement.appendChild(btn);\n });\n }\n \n addCopyButtons();\n \n // Re-run on dynamic content\n var observer = new MutationObserver(addCopyButtons);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Add Copy Buttons to Code Blocks");
}
} catch(__e) { console.warn('[Userscript:Add Copy Buttons to Code Blocks]', __e); }
})();
(function(){
try {
var __m = "github.com";
var __re = new RegExp('^' + "github\\.com" + '
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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

About

Python OFX Library

Topics

Resources

Contributing

Security policy

Stars

345 stars

Watchers

15 watching

Forks

Releases

Packages

Used by

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Force GitHub README to respect dark mode\n(function() {\n var style = document.createElement('style');\n style.textContent = '\n .markdown-body {\n color-scheme: dark light;\n }\n .markdown-body pre { background: #161b22 !important; }\n .markdown-body code { background: rgba(110, 118, 129, 0.4) !important; }\n .markdown-body table th, .markdown-body table td { border-color: #30363d !important; }\n .markdown-body img { background: #0d1117; }\n .markdown-body blockquote { border-left-color: #8b949e; }\n .markdown-body hr { border-color: #30363d; }\n ';\n document.head.appendChild(style);\n})();", "GitHub Dark Mode README Fix"); } } catch(__e) { console.warn('[Userscript:GitHub Dark Mode README Fix]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

About

Python OFX Library

Topics

Resources

Contributing

Security policy

Stars

345 stars

Watchers

15 watching

Forks

Releases

Packages

Used by

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Highlight search terms from Google/DuckDuckGo/Bing referrer\n(function() {\n var ref = document.referrer;\n var terms = [];\n \n if (ref.includes('google.com') || ref.includes('duckduckgo.com') || ref.includes('bing.com')) {\n var url = new URL(ref);\n var q = url.searchParams.get('q') || url.searchParams.get('p');\n if (q) {\n terms = q.split(/\\s+/).filter(function(t) { return t.length > 2; });\n }\n }\n \n if (terms.length === 0) return;\n \n var style = document.createElement('style');\n style.textContent = '.userscript-highlight { background: #fbbf24; color: #1a1a2e; padding: 1px 3px; border-radius: 2px; }';\n document.head.appendChild(style);\n \n function highlight(node) {\n if (node.nodeType === 3) { // text node\n var text = node.textContent;\n var found = false;\n terms.forEach(function(term) {\n var regex = new RegExp('(' + term.replace(/[.*+?^${}()|[\\]\\\\]/g, '\\\\') + ')', 'gi');\n if (regex.test(text)) {\n found = true;\n var frag = document.createDocumentFragment();\n var parts = text.split(regex);\n parts.forEach(function(part, i) {\n if (i % 2 === 0) {\n frag.appendChild(document.createTextNode(part));\n } else {\n var span = document.createElement('span');\n span.className = 'userscript-highlight';\n span.textContent = part;\n frag.appendChild(span);\n }\n });\n node.parentNode.replaceChild(frag, node);\n }\n });\n } else if (node.nodeType === 1 && node.childNodes) { // element\n var skipTags = ['SCRIPT', 'STYLE', 'NOSCRIPT', 'TEXTAREA', 'INPUT', 'SELECT'];\n if (!skipTags.includes(node.tagName)) {\n Array.from(node.childNodes).forEach(highlight);\n }\n }\n }\n \n highlight(document.body);\n \n // Re-highlight on dynamic content\n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1 || node.nodeType === 3) highlight(node);\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Highlight Search Terms"); } } catch(__e) { console.warn('[Userscript:Highlight Search Terms]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

About

Python OFX Library

Topics

Resources

Contributing

Security policy

Stars

345 stars

Watchers

15 watching

Forks

Releases

Packages

Used by

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Strip utm_, fbclid, gclid, etc. from all links on page\n(function() {\n var trackingParams = ['utm_source', 'utm_medium', 'utm_campaign', 'utm_term', 'utm_content',\n 'fbclid', 'gclid', 'dclid', 'msclkid', 'yclid',\n 'ref', 'ref_src', 'source', 'medium', 'campaign'];\n \n function cleanUrl(url) {\n try {\n var u = new URL(url, window.location.origin);\n var changed = false;\n trackingParams.forEach(function(p) {\n if (u.searchParams.has(p)) {\n u.searchParams.delete(p);\n changed = true;\n }\n });\n return changed ? u.toString() : url;\n } catch (e) {\n return url;\n }\n }\n \n function cleanLinks() {\n document.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n \n cleanLinks();\n \n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1) {\n if (node.tagName === 'A') cleanLinks();\n node.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Remove Tracking Parameters from Links"); } } catch(__e) { console.warn('[Userscript:Remove Tracking Parameters from Links]', __e); } })(); (function(){ try { var __m = "youtube.com"; var __re = new RegExp('^' + "youtube\\.com" + '
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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

About

Python OFX Library

Topics

Resources

Contributing

Security policy

Stars

345 stars

Watchers

15 watching

Forks

Releases

Packages

Used by

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Auto-enable theater mode on YouTube\n(function() {\n function tryTheater() {\n var btn = document.querySelector('button[aria-label=\"Theater mode\"], ytd-player #player button[title=\"Theater mode\"]');\n if (btn && !btn.classList.contains('activated')) {\n btn.click();\n }\n }\n \n // Try immediately\n tryTheater();\n \n // Try after navigation (SPA)\n var lastUrl = location.href;\n setInterval(function() {\n if (location.href !== lastUrl) {\n lastUrl = location.href;\n setTimeout(tryTheater, 500);\n }\n }, 1000);\n \n // Also try on player load\n var observer = new MutationObserver(tryTheater);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "YouTube Theater Mode Default"); } } catch(__e) { console.warn('[Userscript:YouTube Theater Mode Default]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

About

Python OFX Library

Topics

Resources

Contributing

Security policy

Stars

345 stars

Watchers

15 watching

Forks

Releases

Packages

Used by

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Remove or un-stick sticky/fixed headers that block content\n(function() {\n function unstick() {\n document.querySelectorAll('header, nav, [role=\"banner\"], .header, .navbar, .sticky, .fixed-top, [style*=\"position: fixed\"], [style*=\"position:sticky\"]').forEach(function(el) {\n if (el.style.position === 'fixed' || el.style.position === 'sticky' || \n getComputedStyle(el).position === 'fixed' || getComputedStyle(el).position === 'sticky') {\n el.style.position = 'static';\n el.style.top = 'auto';\n el.style.zIndex = 'auto';\n }\n });\n }\n \n unstick();\n \n var observer = new MutationObserver(unstick);\n observer.observe(document.body, { childList: true, subtree: true, attributes: true, attributeFilter: ['style', 'class'] });\n})();", "Kill Sticky Headers"); } } catch(__e) { console.warn('[Userscript:Kill Sticky Headers]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

About

Python OFX Library

Topics

Resources

Contributing

Security policy

Stars

345 stars

Watchers

15 watching

Forks

Releases

Packages

Used by

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Open Financial Exchange (OFX) Tools for Python

CI tests statushttps://coveralls.io/repos/github/csingley/ofxtools/badge.svg?branch=masterTotal PyPI downloads

ofxtools is a Python library for working with Open Financial Exchange (OFX) data - the standard format for downloading financial information from banks and stockbrokers. OFX data is widely provided by financial institutions so that their customers can import transactions into financial management software such as Quicken or GnuCash.

If you want to download your transaction data outside of one of these programs - if you wish to develop a Python application to use this data - if you need to generate your own OFX-formatted data... ofxtools is for you!

What is it?

ofxtools requests, consumes and produces both OFXv1 (SGML) and OFXv2 (XML) formats. It converts serialized markup to/from native Python objects of the appropriate data type, while preserving structure. It also handles Quicken's QFX format, although it ignores Intuit's proprietary extension tags.

In a nutshell, ofxtools makes it simple to get OFX data and extract it, or export your data in OFX format.

ofxtools takes a comprehensive, standards-based approach to processing OFX. It targets compliance with the OFX specification, specifically OFX versions 1.6 and 2.03.

ofxtools Coverage of the OFX Specification
  • Section 7 (financial institution profile)
  • Section 8 (service activation; account information)
  • Section 9 (email over OFX)
  • Section 10 (recurring bank transfers)
  • Section 11 (banking)
  • Section 12 (bill pay)
  • Section 13 (investments)
  • OFX tax extensions (1099 forms)

This should cover the great majority of real-world OFX use cases. A particular focus of ofxtools is full support of the OFX investment message set, which has been somewhat neglected by the Python community.

It's currently a low priority to implement Section 14 (bill presentment) or the extensions contained in OFX versions beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable and extensible. The ofxtools.models subpackage contains simple, direct translations of the relevant sections of the OFX specification. Using existing models as templates, it's quite straightforward to define new models and cover more of the spec as needed (the odd corner case notwithstanding).

More than 10 years' worth of OFX data from various financial institutions has been run through the ofxtools parser, with the results checked. Test coverage is high.

Where is it?

Full documentation is available at Read the Docs.

For ease of installation, ofxtools is released on PyPI.

Development of ofxtools is centralized at GitHub, where you will find a bug tracker.

Installation Dependencies

ofxtools requires Python version 3.10+, and depends only on the standard library (no external dependencies).

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