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Patch QFX

Script to patch qfx files payee and memo/note fields.

Table of Contents
  1. About The Project
  2. Getting Started
  3. Usage
  4. License
  5. Contact

About The Project

This is a quick and dirty script to patch *.qfx files. It will:

  • process all *.qfx files in the ~/Downloads folder
  • output each file as *-patched.qfx in the ~/Downloads folder
  • patch the Payee field based upon a mappings file
  • create/update the memo field for bank transactions

Notes:

  • All folder locations and filenames can be easily adjusted at the top of the index.js file.

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Getting Started

Prerequisites

  1. Create a transaction mapping file, ~/Documents/Financial/transaction-mappings.json. It is a basic json dictionary, for example:
{
   "AA WINDOW & GUTTER": {"payee": "AA Window & Gutter", "category": "Home"},
   "ADTSECURITY": {"payee": "ADT Security ↺", "category": "Bills & Utilities"},
   "ALASKA AIRLINES": {"payee": "Alaska Airlines", "category": "Travel"},
}

where the key is a regular expression that will match on payee or memo/note fields.

Installation

  1. Clone the repo.

    git clone https://github.com/michaelpmaley/patch-qfx.git

  2. Install NPM packages: csv-parser, dayjs, fast-csv, ofx-js, xml2js.

    npm install

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Usage

  1. Browse to each financial institution and download the latest transactions in Quicken (qfx) format.

  2. In the project folder, run the script.

   npm run start
  1. Import each *-patched.qfx file into the financial application.

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License

Distributed under the MIT License. See LICENSE for more information.

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Contact

Your Name - @twitter_handle - email@email_client.com

Project Link: https://github.com/michaelpmaley/patch-qfx

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