OFX import/export support

[vomikan]

#386

Here's how OFX support would improve the efficiency and simplicity of using Money Manager EX

• No need to set up custom mapping for each bank account.
  • Unlike CSV, OFX has standard fields.
  • This benefits new users who haven't set up their CSV mappings yet. (They wouldn't need to learn or use the complicated CSV import dialog).
  • This benefits longtime users who have multiple financial accounts. (No need to worry about which mapping to use).
• OFX prevents importing the same transaction twice.
  • Every transaction includes a unique FITID (Financial Institution Transaction ID). If Money Manager Ex stores this (either as a new column or a custom column to maintain compatibility), then Money Manager Ex can avoid importing the same transaction twice.
  • Users save time and frustration by download the last 60 days of transactions (or whatever time frame makes sense) rather than carefully finding the last transaction date for each account before downloading and importing more transactions. Money Manage Ex would just ignore the duplicates.
• OFX is the dominant standard.
  • OFX publishes detailed specifications online: https://www.ofx.net/downloads.html
  • Unlike QIF, the specification is actively maintained and supported by multiple institutions.
  • After CSV files, it is the most widely supported file format by financial institutions.

[github-actions]

This issue is stale because it has been open 365 days with no activity. Please update if you want to keep the issue open

[Hyperspeed1313]

Definitely getting more and more useful by the day to have this, as a lot of financial institutions don't even export to QIF, but do export to OFX or QFX (basically OFX + some extra data)

[Hyperspeed1313]

Looks like there's already a substantial libofx library, it would just be up to someone to implement it. I'm trying to have a look at it but have no real idea how to set up a development environment or integrate such a file reader into the reset of MMEX.

[seyone22]

QFX is

Definitely getting more and more useful by the day to have this, as a lot of financial institutions don't even export to QIF, but do export to OFX or QFX (basically OFX + some extra data)

QFX is proprietary too... OFX seems the better choice...