Metadata-Version: 2.1
Name: ofxtools
Version: 0.9.4
Summary: Library for working with Open Financial Exchange (OFX) data
Home-page: https://github.com/csingley/ofxtools
Author: Christopher Singley
Author-email: csingley@gmail.com
License: GPLv3
Download-URL: https://github.com/csingley/ofxtools/tarball/0.9.4
Description: Open Financial Exchange (OFX) Tools for Python
        ==============================================
        
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        ``ofxtools`` is a Python library for working with Open Financial Exchange (OFX)
        data - the standard format for downloading financial information from banks
        and stockbrokers.  OFX data is widely provided by financial institutions so
        that their customers can import transactions into financial management
        software such as Quicken, Microsoft Money, or GnuCash.
        
        If you want to download your transaction data outside of one of these
        programs - if you wish to develop a Python application to use this data -
        if you need to generate your own OFX-formatted data... ``ofxtools`` is for you!
        
        What is it?
        -----------
        ``ofxtools`` requests, consumes and
        produces both OFXv1 (SGML) and OFXv2 (XML) formats.
        It converts serialized markup to/from native Python objects of
        the appropriate data type, while preserving structure.
        It also handles Quicken's QFX format, although it ignores Intuit's proprietary
        extension tags.
        
        In a nutshell, ``ofxtools`` makes it simple to get OFX data and extract it,
        or export your data in OFX format.
        
        ``ofxtools`` takes a comprehensive, standards-based approach to processing OFX.
        It targets compliance with the `OFX specification`_, specifically OFX versions
        1.6 and 2.03.
        
        ``ofxtools`` Coverage of the OFX Specification
            * Section 7 (financial institution profile)
            * Section 8 (service activation; account information)
            * Section 9 (email over OFX)
            * Section 10 (recurring bank transfers)
            * Section 11 (banking)
            * Section 12 (bill pay)
            * Section 13 (investments)
        
        This should cover the great majority of real-world OFX use cases.  A particular
        focus of ``ofxtools`` is full support of the OFX investment message set,
        which has been somewhat neglected by the Python community.
        
        The major item remaining on the ``ofxtools`` "to do" list is to implement the
        tax schemas.  It's currently a low priority to implement Section 14 (bill
        presentment) or the extensions contained in OFX versions beyond 2.03, but
        you're welcome to contribute code if you need these.
        
        Some care has been taken with the data model to make it easily maintainable
        and extensible.  The ``ofxtools.models`` subpackage contains simple, direct
        translations of the relevant sections of the OFX specification.  Using existing
        models as templates, it's quite straightforward to define new models and
        cover more of the spec as needed (the odd corner case notwithstanding).
        
        More than 10 years' worth of OFX data from various financial institutions
        has been run through the ``ofxtools`` parser, with the results checked.  Test
        coverage is high.
        
        Where is it?
        ------------
        Full documentation is available at `Read the Docs`_.
        
        For ease of installation, ``ofxtools`` is released on `PyPI`_.
        
        Development of ``ofxtools`` is centralized at `GitHub`_, where you will find
        a `bug tracker`_.
        
        Installation Dependencies
        -------------------------
        ``ofxtools`` requires Python version 3.7+, and depends only on the standard
        libary (no external dependencies).
        
        **NOTE: As of version 0.6, ofxtools no longer supports Python version 2,
        which goes EOL 2020-01-01.**
        
        
        .. _OFX specification: http://www.ofx.net/downloads.html
        .. _Requests: http://docs.python-requests.org/en/master/
        .. _Read the Docs: https://ofxtools.readthedocs.io/
        .. _GitHub: https://github.com/csingley/ofxtools
        .. _bug tracker: https://github.com/csingley/ofxtools/issues
        .. _PyPI: https://pypi.python.org/pypi/ofxtools
        
Keywords: ofx,Open Financial Exchange
Platform: UNKNOWN
Classifier: Development Status :: 3 - Alpha
Classifier: Intended Audience :: Developers
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Topic :: Software Development :: Libraries :: Python Modules
Classifier: Topic :: Utilities
Classifier: Topic :: Office/Business
Classifier: Topic :: Office/Business :: Financial
Classifier: Topic :: Office/Business :: Financial :: Accounting
Classifier: Topic :: Office/Business :: Financial :: Investment
Classifier: License :: OSI Approved :: GNU General Public License v3 (GPLv3)
Classifier: Operating System :: OS Independent
Classifier: Natural Language :: English
Classifier: Programming Language :: Python
Classifier: Programming Language :: Python :: 3 :: Only
Classifier: Programming Language :: Python :: 3.8
Requires-Python: >=3.8
Description-Content-Type: text/x-rst
