Prerequisites
These scripts require Python 2.7 or above to run, but have no additional dependencies.
Installing
You can optionally install this tool using Distutils: Running setup.py install will create a fixchaseqfx command. Installing this way is not required, it just makes it more convenient to use.
If you merely want to experiment a bit, you can access the command-line interface by running chase_fixer/command_line.py .
Quick-and-dirty running on Windows
Change example.bat so that its maindir value is the directory where you have saved JPMC.csv and JPMC.qfx files. Running the batch file should cause JPMC_fixed.qfx to be created.
Developing
New memo/name pattern matching
You may add new patterns and replacements to the class MyStatementFixer inside chase_fixer/fixer.py.
New statement-visitors
Subclass your own AbstractStatementVisitor and alter the main() method in command_line.py so that it walks through statements.
External or non-python tinkering
The script generates a temporary XML file that you can modify before it generates the final QFX output. Simply pass the --pause argument and it will pause so that you can make your own changes.
Getting your files from Chase
For best accuracy, you will want to download not only a QFX file but also a CSV version of activity on your account.
(TODO: Find exact wording on Chase website)