These scripts require Python 2.7 or above to run, but have no additional dependencies.
You can optionally install this tool using Distutils: Running
setup.py install will create a
fixchaseqfx command. Installing this way is not required, it just makes it more convenient to use.
If you merely want to experiment a bit, you can access the command-line interface by running
Quick-and-dirty running on Windows
example.bat so that its
maindir value is the directory where you have saved
JPMC.qfx files. Running the batch file should cause
JPMC_fixed.qfx to be created.
New memo/name pattern matching
You may add new patterns and replacements to the class
Subclass your own
AbstractStatementVisitor and alter the
main() method in
command_line.py so that it walks through statements.
External or non-python tinkering
The script generates a temporary XML file that you can modify before it generates the final QFX output. Simply pass the
--pause argument and it will pause so that you can make your own changes.
Getting your files from Chase
For best accuracy, you will want to download not only a QFX file but also a CSV version of activity on your account.
(TODO: Find exact wording on Chase website)