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djmuhlestein / csv2ofx

Convert CSV files from Yodlee (or other sources) into OFX files for import into other financial software.
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csv2ofx unable to find mappings.py file #1

Closed MountainX closed 15 years ago

MountainX commented 15 years ago

The code is looking for this: os.path.isfile ( 'csv2ofx_custom.py' ). The file is actually located in /csv2ofx/src/csv2ofx/mappings.py, so the code will never find the default mappings file AFAIK. (Of course, I could be wrong. When I run it, the default file isn't found, but that could be a permissions issue.)

Maybe the installer should copy mappings.py to csv2ofx_custom.py (in home directory)?

The current workaround is to manually copy /csv2ofx/src/csv2ofx/mappings.py to /home/YOUR_USER/csv2ofx_custom.py

Furthermore, Yodlee data does not include a Transaction ID now. Therefore, I think the mappings file needs to be modifed.

In the Yodlee QIF section, look for this line: yodlee = { 'QIF':{ 'Number':lambda row,grid: fromCSVCol(row,grid,'Transaction Id')

change the last line above to something like this: 'Number':lambda row,grid: 'na'

Similar changes are needed for the OFX exporter, if you use that.

There may be better solutions...

djmuhlestein commented 15 years ago

You only use csv2ofx_custom.py to extend or replace the mappings.py in the installed directory. It's optional. If it isn't there, mappings.py is used. If there is a problem with the default mappings.py, that is a different issue.