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boneburrito / budgetsimple

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Research: upload transaction via .csv or other document type #21

Closed brukeg closed 1 year ago

brukeg commented 1 year ago

We need to be able to upload real transactions from either a bank statement, csv, or some other standardized file format.

  1. We should be able to bulk upload transaction from the command prompt with curl.
  2. We should have end point that is capable of taking a file and importing into transactions.
  3. Front end should start consuming data from this end point.

To Do: Figure out how...

brukeg commented 1 year ago

Starting work on this. Will be pursuing .ofx instead of .csv as it seems to have standardized column names that will make parsing a bit easier than .csv.

brukeg commented 1 year ago

I found this python library that seems to work quite well: https://github.com/jseutter/ofxparse.

from ofxparse import OfxParser

with open('File.qfx') as f:
    ofx = OfxParser.parse(f)

account = ofx.account

print(f'this is my routing number: {account.routing_number}')

Out: this is my routing number: 325070760

Research is done. This should be better than CSV and good enough for now. I'll start on writing up the design plan for the upload transaction api