https://github.com/jorisnoo/csv2actual

A command line utility to import bank transactions as csv into Actual
https://github.com/jorisnoo/csv2actual

actual-budget actualbudget bank-transactions cli-utilities csv csv-import

Last synced: 3 months ago
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A command line utility to import bank transactions as csv into Actual

• Host: GitHub
• URL: https://github.com/jorisnoo/csv2actual
• Owner: jorisnoo
• License: other
• Archived: true
• Created: 2019-10-16T18:22:26.000Z (about 5 years ago)
• Default Branch: main
• Last Pushed: 2022-06-10T00:48:18.000Z (over 2 years ago)
• Last Synced: 2024-07-17T09:53:03.948Z (4 months ago)
• Topics: actual-budget, actualbudget, bank-transactions, cli-utilities, csv, csv-import
• Language: TypeScript
• Homepage:
• Size: 774 KB
• Stars: 8
• Watchers: 3
• Forks: 3
• Open Issues: 6
• Metadata Files:
  • Readme: README.md
  • Changelog: CHANGELOG.md
  • License: license.md

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README

        
# csv2actual

A command line utility to import bank transactions as csv into [Actual](https://actualbudget.com/).



## Why?

Although [Actual](https://actualbudget.com/) supports importing bank statements from csv files, the exported format, as it is provided by the banks, sometimes needs to be adjusted manually. This utility aims to enable importing data from various banks, so there's no need to enter the statements by hand or change the exported csv files. Instead, the fields are mapped and parsed automatically.

## Supported Banks

| Bank | Country | Export Language |

| ---- | ------- | --------------- |

| [Belfius](https://www.belfius.be/) | Belgium | be |

| [Fintro](https://www.fintro.be/) | Belgium | be |

| [neon](https://www.neon-free.ch/) | Switzerland | en |

| [Sparkasse](https://www.sparkasse.de/) | Germany | de |

| [Zürcher Kantonalbank](https://www.zkb.ch/) | Switzerland | de |

If you'd like to see support for another institution, please open an issue or PR 💫

Please consider adding a dummy export to `tests/dummy-data`, so the import could be included in a test.

## Getting Started

Install as global package through npm:

```bash

npm install -g @jorisnoo/csv2actual # or: yarn global add @jorisnoo/csv2actual

```

To import transactions from a file, run:

```bash

csv2actual filename.csv

```

You will be prompted to enter your buget and choose an account to import into.

## Local Development

If you'd like to tinker with the code, you may use a local copy of this repository:

```bash

git clone [email protected]:jorisnoo/csv2actual.git

cd csv2actual

npm install # or: yarn install

# Make the command available globally

npm link # or: yarn link

```