Finance | words

Converting Yodlee’s CSV Financial Data to OFX

I was attempting to use csv2ofx to convert Yodlee MoneyCenter’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 two bad lines written to the top of each file. Removing those led to additional errors, “KeyError: 'Account Name'” and “KeyError: 'Transaction Id'“.

In the end, I had to load the CSV file into a spreadsheet and perform the following steps:

Delete a few lines at the top, which list the account name.
Add column “Account Name”, populate it with the name of the account.
Add column “Transaction Id”, populate it with an incrementing list of numbers.

Greasemonkey Script for Yodlee MoneyCenter

I use Yodlee MoneyCenter to track all of my financial accounts. It’s always bothered me that the Portfolio View, which breaks down your investments by fund or stock, doesn’t provide any links to information on each investment.

I decided to make life easier by writing a simple Greasemonkey script for Firefox which converts ticker symbols into clickable links. I like Google Finance, so that’s where the links take you. By default, each link will open up in a new window or tab.

Standard View Modified View

The script also makes ticker symbols in the Portfolio Manager’s Chart View clickable.

Installation

Install Greasemonkey.
Install the script from here.

Update

At some point in the last month, Yodlee changed their page layout significantly. The script has been updated accordingly.

This script has been submitted to userscripts.org.