Mercurial > louis > ofxstatement-us-hsbc

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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>
date Thu, 09 Mar 2017 22:55:02 -0800
parents 829eb62755b0
children
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ofxstatement plugin for HSBC (USA)
==================================

This only supports the ``ExportData.csv`` file you can download from the "money
management" tool found within their online banking interface (`accessible
here`_). Note that access to this tool requires an advanced or premier account
with HSBC.

ofxstatement can only process one account at a time, so make sure you export
each account separately into different files.

I pretty much used this only once in November 2016 to import about around 2000
transactions into GnuCash_. Your mileage may vary.

.. _accessible here: http://www.us.hsbc.com/1/2/home/personal-banking/customers
.. _GnuCash: http://www.gnucash.org/

.. vim: set tw=80 spelllang=en spell: