Mercurial > louis > ofxstatement-us-hsbc
annotate README.rst @ 9:28548158a325 default tip
Some minor improvements/fixes
This will eventually evolve to something more generic, since I have re-used the
same design, and some of the parts here, to write a plugin for Charles Schwab.
author | Louis Opter <louis@opter.org> |
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date | Thu, 09 Mar 2017 22:55:02 -0800 |
parents | 829eb62755b0 |
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829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
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1 ofxstatement plugin for HSBC (USA) |
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103ad506a83d
More detailed docs on creating ofxstatement plugins
Andrey Lebedev <andrey@lebedev.lt>
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2 ================================== |
103ad506a83d
More detailed docs on creating ofxstatement plugins
Andrey Lebedev <andrey@lebedev.lt>
parents:
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3 |
7
829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
2
diff
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4 This only supports the ``ExportData.csv`` file you can download from the "money |
829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
2
diff
changeset
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5 management" tool found within their online banking interface (`accessible |
9 | 6 here`_). Note that access to this tool requires an advanced or premier account |
7 with HSBC. | |
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More detailed docs on creating ofxstatement plugins
Andrey Lebedev <andrey@lebedev.lt>
parents:
0
diff
changeset
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8 |
7
829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
2
diff
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9 ofxstatement can only process one account at a time, so make sure you export |
829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
2
diff
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10 each account separately into different files. |
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103ad506a83d
More detailed docs on creating ofxstatement plugins
Andrey Lebedev <andrey@lebedev.lt>
parents:
0
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7
829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
2
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12 I pretty much used this only once in November 2016 to import about around 2000 |
829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
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13 transactions into GnuCash_. Your mileage may vary. |
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More detailed docs on creating ofxstatement plugins
Andrey Lebedev <andrey@lebedev.lt>
parents:
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14 |
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829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
2
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15 .. _accessible here: http://www.us.hsbc.com/1/2/home/personal-banking/customers |
829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
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16 .. _GnuCash: http://www.gnucash.org/ |
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More detailed docs on creating ofxstatement plugins
Andrey Lebedev <andrey@lebedev.lt>
parents:
0
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17 |
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829eb62755b0
First cut at an HSBC (USA) plugin
Louis Opter <kalessin@kalessin.fr>
parents:
2
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18 .. vim: set tw=80 spelllang=en spell: |