/csvtx

format financial transaction csv files for transfer between services

Primary LanguageGoISC LicenseISC

csvtx

ci

Convert exported CSV financial transactions for import into YNAB4.

Currently supported source services:

  • Mechanic's Bank
  • Mint
  • Wells Fargo
  • Venmo

Motivation: I like YNAB4 (classic edition) for personal budgeting, but it requires you to manually input each transaction and I don't always keep up with that. I wanted a tool to take some exported CSV data from a financial institution, or a service such as Mint, and format it so I can do a bulk import into YNAB4.

usage

Export a CSV of financial transactions from a source service (supported ones listed above). Save the CSV somewhere.

Get dependencies and build a binary.

make all

Then use the convert command to convert a CSV.

Convert exported Mint.com transactions and produce one output CSV file per account type.

% ./bin/csvtx convert -from mint -i path/to/transactions.csv
wrote "Checking" file "/tmp/checking.csv"
wrote "PERSONAL SAVINGS" file "/tmp/personal-savings.csv"
wrote "Credit" file "/tmp/credit.csv"

Convert Mechanic's Bank transactions.

% ./bin/csvtx convert -from mechanicsbank -i path/to/transactions.csv
wrote "mechanicsbank" file "/tmp/mechanicsbank.csv"

Convert Wells Fargo transactions.

% ./bin/csvtx convert -from wellsfargo -i path/to/transactions.csv
wrote "wellsfargo" file "/tmp/wellsfargo.csv"

Convert Venmo transactions.

% ./bin/csvtx convert -from venmo -i path/to/transactions.csv
wrote "venmo" file "/tmp/venmo.csv"

The -o flag can set the directory of the output file.