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reubano / csv2ofx

A Python library and command line tool for converting csv to ofx and qif files
MIT License
195 stars 111 forks source link

Can't import to quicken MAC #110

Open ndobler opened 8 months ago

ndobler commented 8 months ago

Hi, I was able to execute the project creating my mapping file (Santander Spain checking accounts). I will contribute it when I be able to successfully import. I've used regex to get proper payees and comments for some transaction type. I generate my file and it looks fine, but when I try to import it I get a message saying Unable to read the selected web connect file. 

Please contact your financial institution.
Has anyone had the same problem?

Any thoughts on how to solve this? Maybe using a "generic finacial institution"?

shan-vosseller commented 7 months ago

From what I can see in Quicken forums and stackoverflow, it looks like Quicken Mac doesn't actually support OFX file format. You have to add the proprietary FI stuff to transform the OFX file to QFX. A few relevant threads below, I have yet to try though since I can't get csv2ofx to install due to issue 111 here.

https://stackoverflow.com/questions/75639058/creating-an-ofx-file-which-an-be-opened-by-quicken-v6-12-3-for-macos

https://community.quicken.com/discussion/7898305/how-convert-a-ofx-file-to-a-qfx-file

https://community.quicken.com/discussion/7878276/ofx-wont-upload