Currently, this program supports downloading transactions from Maryland's 529 College Savings plans and exporting to QIF, for import into your financial software like Quicken, Banktivity, or MoneyDance. An OFX/QFX plugin is also in the works.
- Free and open-source software: ASL2 license
- Blog: http://virantha.com/category/projects/funds_gather
- Documentation: http://virantha.github.io/funds_gather/html
- Source: https://github.com/virantha/funds_gather
Features
- Import from web account of Maryland 529 College Savings of all accounts tied to user.
- Export to QIF file.
Right now, the functionality is fairly rudimentary, but I intend to develop this more in the months to come. Here's my todo list:
- Export to QFX/OFX (depending on what my financial software supports, it would be easier to write a plugin for XML compliant format)
- Import other types of transactions (right now, only buys are supported)
- Import other web sites
Usage:
See help for now:
$ funds_gather -h
Usage:
funds_gather.py [options] <username> <password> all
funds_gather.py [options] <username> <password> (download|qif)...
funds_gather.py --conf=FILE
funds_gather.py -h
Arguments:
username Login name
password Login password
all Run all steps in the flow (download,qif)
download Download all transactions from accounts
qif Save downloaded transactions to qif
Options:
-h --help show this message
-v --verbose show more information
-d --debug show even more information
--version show version
--out=FILE output filename [default: out.qif]
--conf=FILE load options from file
Installation
$ pip install funds_gather
Disclaimer
The software is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.