Skip to content

timrogers/amex2xero

Repository files navigation

Amex2Xero

This tool makes it super simple to convert statement data exported from your American Express account into Xero's bank statement format, suitable for importing into Xero for reconciliation.

Usage

First, install the tool using RubyGems:

gem install amex2xero

Then, run it:

# By default, the processed file will be saved as `output.csv` in the
# current directory
amex2xero input_filename.csv

# You can optionally specify a different path to save to
amex2xero input_filename.csv my_custom_output_path.csv

TODO

  • Refactor into classes, so not everything is in exe/amex2xero
  • Add specs

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/timrogers/amex2xero. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the Contributor Covenant code of conduct.

License

The gem is available as open source under the terms of the MIT License.

Code of Conduct

Everyone interacting in the Amex2xero project’s codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.

About

Converts a statement CSV exported from American Express to a bank statement CSV ready to import into Xero

Resources

License

Code of conduct

Stars

Watchers

Forks

Packages

No packages published