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Tool for converting transactions to OFX or QIF formats

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  • Tool for converting transactions to OFX or QIF formats

    Anyone who has been following my posts about envelope budget software knows that I've had issues with importing transactions from my Bank of America credit card. I can cut-n-paste into excel and convert the text to CSV, but needed a way to then generate an OFX or QIF file.

    I'm happy to report that there is a tool out there that solves my problem -- MT2OFX. It's available here:
    Welcome to MT2OFX
    This tool will convert between many formats, but my primary use is to take in a csv (comma separated value) file and convert it to OFX, which is what YNAB takes. It comes with scripts for a number of (mostly European) banks, unfortunately none of them worked out of the box for my csv. It took me about 3-4 hours of playing with the script, but in the end I was able to create a script that does the conversion that I need. I'd be happy to share my script and some pointers with anyone who wants it -- just PM me.
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