Search Results for "csv to ofx"

Firefly III is a personal finance manager and double-entry accounting tool built to help individuals and small organizations track budgets, investments, debts, and expenses. Users can import bank statements (CSV, OFX, QIF) or integrate via APIs, map transaction categories, and reconcile accounts. The system supports budgeting schedules, repeating transactions, automatic categorization rules, and reporting dashboards to analyze trends over time. For investments, it tracks price history, performance, and holdings, allowing users to see their net worth across accounts and assets. ...

This personal finance program allows you track all personal accounts including investment accounts. Money CSV provides reoccurring bills, budget tracking, report generation, net worth tracking and custom transaction import rules. The program supports importing of downloaded transaction files (CSV, OFX, QFX and QIF). Money CSV supports stock price updates if you get a key for the Yahoo Finance (YH Finance) API from RapidAPI.com. The intro level API key is free, and you get 500 downloads per month of all your stocks, which is plenty of downloads as one typically just updates once a day. ...

Actual Budget is a fast, privacy-focused personal finance app built around the proven envelope budgeting methodology. It keeps you in control of your money with tools designed to help you make thoughtful financial decisions rather than relying on automated guesswork. The app is fully local-first, meaning it works offline and syncs quietly across your devices without ever compromising ownership of your data. Optional end-to-end encryption ensures your financial information stays private, even...

«HomeBank» is the software you have always wanted to manage your personal accounts. It brings you many features to analyze your finances in a detailed way instantly and dynamically with powerfull report tools based on filtering and graphical charts.

ezBookkeeping is an open source, powerful, self-hosted personal finance app that is easy to use. It helps you record daily transactions, import data from various sources, and quickly search and filter your bills. You can analyze historical data using built-in charts or perform custom queries with your own chart dimensions to better understand spending patterns and financial trends. ezBookkeeping is easy to deploy, and you can start it with just one single Docker command. Designed to be...

A set of Perl modules to parse the 401k transaction webpage from Sentinel Benefits and convert it into files for import into financial software, eg CSV, QIF, OFX.

BankCnv is a open source software used to get bank transactions (from .csv, text or html) and export it into a .ofx (open financial exchange) file.

A pre-processing of financial files (OFC, OFX) before integration in Microsoft Money, Quicken... It is also possible to archive transactions in a DataBase. It's a C# program (.Net) for Windows Os (Windows 98 -> Windows 10).

The CashFlow for iPhone is a simple cash management software. You can manage your daily cash income/outgo. It can export CSV/OFX report and send it with e-mail.