Closed rvernica closed 2 years ago
About to update this program for new Python versions. Please update if the issue persists.
Also, what will help is if you can identify what differs between the files that work and the ones that don't.
If you are still having issues, add an example csv file to the issue.
A minimum working example below
schwab.csv
"Date","Action","Symbol","Description","Quantity","Price","Fees & Comm","Amount",
"12/18/2020","Buy","FOO","FOO ETF","12","$12.34","","-$12.34",
"12/16/2020","Bank Interest","","BANK INT 111620-121520 SCHWAB BANK","","","","$0.01",
"12/15/2020","Cash Dividend","FOO","FOO ETF","","","","$12.34",
schwab.py
from operator import itemgetter
mapping = {
"has_header": True,
"bank": "Schwab",
"account": "Brokerage",
"date": itemgetter("Date"),
"amount": itemgetter("Amount"),
"desc": itemgetter("Description"),
}
csv2ofx -x schwab.py schwab.csv
DATA:OFXSGML
ENCODING:UTF-8
<OFX>
<SIGNONMSGSRSV1>
<SONRS>
...
CR #32
I started working on a Schwab mapping but I'm not getting a lot of progress. I also managed to crash
csv2ofx
in the middle of the file and I'm not sure what caused it. Here is how far I got.The CSV file that you get from a Schwab Brokerage account looks like this:
Right of the bat I need to:
Regarding the mapping itself, this is what I have so far:
The comment lines still need some sort of mapping.
I ran this and it went fine for more than one year of transactions but it crashed suddenly. Here is the error:
And here is the current and after line in the CSV:
I'm not sure what is the issue here.