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:

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

About Jeff Fitzsimons

Jeff Fitzsimons is a software engineer in the California Bay Area. Technical specialties include C++, Win32, and multithreading. Personal interests include rock climbing, cycling, motorcycles, and photography.
This entry was posted in Finance. Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *