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NEWS.rst

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v2.2.0

Features

  • Added routine to rename apple card transactions to a name that sorts nicely.

v2.1.0

Features

  • Require Python 3.8 or later.

v2.0.1

  • Refreshed package metadata.

2.0

1.14

  • Added jaraco.financial.lilo for performing Last In - Last Out analysis of a Coinbase or other CSV report.

1.13

  • Added jaraco.financial.paychex command for building an OFX file from PayChex based on a truncated OFX download and full CSV download (Python 3.6 only).

1.12

  • Refreshed project skeleton, now running tests under tox.

1.11

  • Configured project for automatic releases and moved hosting to Github.

1.10

  • Dropped support for Python 2.6.

1.9

  • Removed dependency on jaraco.util.

1.8

  • Improved Python 3 support in more modules.

1.7

  • Added support for updating the password in the keyring.

1.6

  • YAML format is now the preferred format for accounts definitions. Support for JSON-formatted accounts definitions is still supported but deprecated.

1.5

  • Added support for loading institutions from a YAML file (requires PyYAML to be installed).
  • Added the ofx command list-institutions.

1.4

  • Added support for launching downloaded ofx in money.
  • Now validate downloaded OFX using ofxparse.
  • Added --like parameter to download all to download a subset of accounts.

1.3

  • Added routine for patching msmoney.exe for a bug revealed by Windows 8.

1.0

  • ofx script now implements different commands. Where one called "ofx" before, now call "ofx query".
  • Added new command "ofx download-all", which loads the accounts from a JSON file (~/Documents/Financial/accounts.json) and downloads transactions for the accounts listed in that file.
  • Added command "record-document-hashes" for e-mailing record of the hashes of each document.

0.2

  • Integrated OFX support based on scripts provided by Jeremy Jongsma. Includes ability to specify financial institutions as plugins and download OFX data via the command-line script ofx.
  • Added keyring support, so credentials for financial institutions are stored securely within the Windows Vault.
  • Added command to clean up temporary files that crash MS Money.

0.1

  • Initial release with script for launching files in MS Money.