<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>words &#187; Finance</title>
	<atom:link href="http://www.curlybrace.com/words/category/finance/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.curlybrace.com/words</link>
	<description>by Jeff Fitzsimons</description>
	<lastBuildDate>Tue, 20 Dec 2011 10:21:03 +0000</lastBuildDate>
	<language>en</language>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=3.3.1</generator>
		<item>
		<title>Converting Yodlee&#8217;s CSV Financial Data to OFX</title>
		<link>http://www.curlybrace.com/words/2010/12/17/converting-yodlees-csv-financial-data-to-ofx/</link>
		<comments>http://www.curlybrace.com/words/2010/12/17/converting-yodlees-csv-financial-data-to-ofx/#comments</comments>
		<pubDate>Sat, 18 Dec 2010 01:55:40 +0000</pubDate>
		<dc:creator>Jeff Fitzsimons</dc:creator>
				<category><![CDATA[Finance]]></category>

		<guid isPermaLink="false">http://www.curlybrace.com/words/?p=1401</guid>
		<description><![CDATA[I was attempting to use csv2ofx to convert Yodlee MoneyCenter&#8217;s exported comma separated value data into an OFX file, for use in GnuCash. I repeatedly got an error when exporting: KeyError: 'Split Type' This turned out to be due to &#8230; <a href="http://www.curlybrace.com/words/2010/12/17/converting-yodlees-csv-financial-data-to-ofx/">Continue reading <span class="meta-nav">&#8594;</span></a>]]></description>
			<content:encoded><![CDATA[<p>I was attempting to use <a href="https://github.com/mulicheng/csv2ofx">csv2ofx</a> to convert <a href="http://www.yodlee.com/ymc_home.shtml">Yodlee MoneyCenter&#8217;s</a> exported comma separated value data into an OFX file, for use in GnuCash.  I repeatedly got an error when exporting:</p>
<blockquote><p><tt>KeyError: 'Split Type'</tt></p></blockquote>
<p>This turned out to be due to two bad lines written to the top of each file.  Removing those led to additional errors, &#8220;<tt>KeyError: 'Account Name'</tt>&#8221; and &#8220;<tt>KeyError: 'Transaction Id'</tt>&#8220;.</p>
<p>In the end, I had to load the CSV file into a spreadsheet and perform the following steps:</p>
<ol>
<li />Delete a few lines at the top, which list the account name.
<li />Add column &#8220;Account Name&#8221;, populate it with the name of the account.
<li />Add column &#8220;Transaction Id&#8221;, populate it with an incrementing list of numbers.
</ol>
]]></content:encoded>
			<wfw:commentRss>http://www.curlybrace.com/words/2010/12/17/converting-yodlees-csv-financial-data-to-ofx/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Greasemonkey Script for Yodlee MoneyCenter</title>
		<link>http://www.curlybrace.com/words/2008/02/19/greasemonkey-script-for-yodlee-moneycenter/</link>
		<comments>http://www.curlybrace.com/words/2008/02/19/greasemonkey-script-for-yodlee-moneycenter/#comments</comments>
		<pubDate>Wed, 20 Feb 2008 03:27:31 +0000</pubDate>
		<dc:creator>Jeff Fitzsimons</dc:creator>
				<category><![CDATA[Finance]]></category>
		<category><![CDATA[Technology]]></category>
		<category><![CDATA[Greasemonkey]]></category>
		<category><![CDATA[Mint]]></category>
		<category><![CDATA[MoneyCenter]]></category>
		<category><![CDATA[ticker symbol]]></category>
		<category><![CDATA[Yodlee]]></category>
		<category><![CDATA[Yodlee MoneyCenter]]></category>

		<guid isPermaLink="false">http://www.curlybrace.com/words/?p=91</guid>
		<description><![CDATA[I use Yodlee MoneyCenter to track all of my financial accounts. It&#8217;s always bothered me that the Portfolio View, which breaks down your investments by fund or stock, doesn&#8217;t provide any links to information on each investment. I decided to &#8230; <a href="http://www.curlybrace.com/words/2008/02/19/greasemonkey-script-for-yodlee-moneycenter/">Continue reading <span class="meta-nav">&#8594;</span></a>]]></description>
			<content:encoded><![CDATA[<p>I use <a href="http://moneycenter.yodlee.com">Yodlee MoneyCenter</a> to track all of my financial accounts.  It&#8217;s always bothered me that the Portfolio View, which breaks down your investments by fund or stock, doesn&#8217;t provide any links to information on each investment.</p>
<p>I decided to make life easier by writing a simple <a href="https://addons.mozilla.org/en-US/firefox/addon/748">Greasemonkey </a> script for <a href="http://www.mozilla.com/en-US/firefox/">Firefox</a> which converts ticker symbols into clickable links.  I like <a href="http://finance.google.com">Google Finance</a>, so that&#8217;s where the links take you.  By default, each link will open up in a new window or tab.</p>
<blockquote>
<table cellpadding=5>
<tr>
<th width=200 align="center">Standard View</th>
<th width=200 align="center">Modified View</th>
</tr>
<tr>
<td align="center">
<img src='http://www.curlybrace.com/words/wp-content/uploads/2008/02/portfoliomanager_before.png' alt='Yodlee Portfolio Manager - standard view' />
</td>
<td align="center">
<img src='http://www.curlybrace.com/words/wp-content/uploads/2008/02/portfoliomanager_after.png' alt='Yodlee Portfolio Manager - modified view' />
</td>
</tr>
</table>
</blockquote>
<p>The script also makes ticker symbols in the Portfolio Manager&#8217;s Chart View clickable.</p>
<h3>Installation</h3>
<ol>
<li>Install <a href="https://addons.mozilla.org/en-US/firefox/addon/748">Greasemonkey</a>.</li>
<li>Install the script from <a href="http://www.curlybrace.com/projects/greasemonkey/yodlee/yodleeurl.user.js">here</a>.</li>
</ol>
<h3>Update</h3>
<p>At some point in the last month, Yodlee changed their page layout significantly.  The script has been updated accordingly.</p>
<p>This script has been <a href="http://userscripts.org/scripts/show/35425">submitted to userscripts.org</a>.</p>
]]></content:encoded>
			<wfw:commentRss>http://www.curlybrace.com/words/2008/02/19/greasemonkey-script-for-yodlee-moneycenter/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
	</channel>
</rss>

