Metadata-Version: 2.1
Name: ofxstatement-betterment
Version: 0.3.1
Summary: Betterment plugin for ofxstatement
Home-page: https://github.com/cmayes/ofxstatement-betterment
Author: Chris Mayes
Author-email: cmayes@cmay.es
License: GPLv3
Keywords: ofx,banking,statement
Classifier: Development Status :: 4 - Beta
Classifier: Programming Language :: Python :: 3
Classifier: Natural Language :: English
Classifier: Topic :: Office/Business :: Financial :: Accounting
Classifier: Topic :: Utilities
Classifier: Environment :: Console
Classifier: Operating System :: OS Independent
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
License-File: LICENSE
Requires-Dist: ofxstatement

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Betterment plugin for ofxstatement
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

.. image:: https://img.shields.io/travis/cmayes/ofxstatement-betterment.svg
        :target: https://travis-ci.org/cmayes/ofxstatement-betterment

.. image:: https://img.shields.io/pypi/v/ofxstatement-betterment.svg
        :target: https://pypi.python.org/pypi/ofxstatement-betterment

.. image:: https://coveralls.io/repos/cmayes/ofxstatement-betterment/badge.svg?branch=master&service=github
        :target: https://coveralls.io/github/cmayes/ofxstatement-betterment?branch=master


This is an `ofxstatement`_ plugin for `Betterment`_ CSV statements downloaded
from the site's `activity`_ page. `ofxstatement`_ converts the CSV into a
series of "check" transactions in an OFX file, so `Moneydance`_ (for instance)
will only consider bank and credit card accounts for the generated OFX file's
import. Given Betterment's daily gain/loss transaction data, the "check"
transaction type works well enough.

.. _ofxstatement: https://github.com/kedder/ofxstatement
.. _Betterment: https://www.betterment.com/
.. _activity: https://wwws.betterment.com/app/#activity
.. _Moneydance: http://moneydance.com/

`ofxstatement`_ is a tool for converting proprietary bank statements into the
OFX format, suitable for importing into GnuCash, Moneydance, and other compatible
applications. The plugin for ofxstatement parses a particular proprietary bank
statement format and produces a common data structure that is then formatted
into an OFX file.

Requirements
============

As with `ofxstatement`_, this plugin requires Python 3.  You will need to have
`ofxstatement`_ installed; the package will be brought in as a dependency if
you install the plugin via `pip`_.

.. _pip: https://pypi.python.org/pypi/pip

Installation
============

You can install the plugin via most of the normal Python methods (be sure to
install using your environment's python3 installation). Remove the `--user`
option if you wish to install the package globally.

pip
---

::

  pip3 install --user ofxstatement-betterment

setup.py
--------

::

  python3 setup.py install --user

Configuration
=============

Note that you can specify 'bank' and 'account' in ofxstatement's configuration file (accessible
using the `ofxstatement edit-config` command or directly at
`~/.local/share/ofxstatement/config.ini` (on Linux, at least).  Setting these values makes it
easier for your personal finance application to recognize which account the file's data
belongs to.

Also note that transactions for zero amounts are filtered by default.  If you wish to include
zero-amount transactions, set 'zero_filter' to 'false' in your settings.  Here is an example
of a settings block for the betterment plugin::

  [betterment]
  account = 8675309
  plugin = betterment
  zero_filter = false

Usage
=====

Export your Betterment `activity`_ into a CSV file (it's currently `transactions.csv`). Then run::

  $ ofxstatement convert -t betterment transactions.csv betterment.ofx

You can then import `betterment.ofx` into the personal finance application of your choice.





History
-------

0.3.0 (2015-11-15)
------------------

* Updated to support newer CSV format by using header row rather than index, support
  the new date format, and sort by date for beginning and ending balance.

0.2.4 (2015-10-18)
------------------

* Changed to a SHA-256 hash for the pseudo-unique transaction ID in order to improve
  ID stability while preserving uniqueness.

0.2.2 (2015-10-04)
------------------

* Added filter to remove pending transactions (which have a blank ending balance)

0.2.1 (2015-09-27)
------------------

* Small documentation improvements.

0.2.0 (2015-09-27)
------------------

* Added tests
* Wired up to Travis CI
* Added coveralls test coverage reporting.

0.1.0 (2015-09-26)
------------------

* Uploaded to pypi
* Added to github
