- Added routine to rename apple card transactions to a name that sorts nicely.
- Require Python 3.8 or later.
- Refreshed package metadata.
- Switch to pkgutil namespace technique
for the
jaraco
namespace. - Drop support for Python 3.5 and earlier.
- Added
jaraco.financial.lilo
for performing Last In - Last Out analysis of a Coinbase or other CSV report.
- 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).
- Refreshed project skeleton, now running tests under tox.
- Configured project for automatic releases and moved hosting to Github.
- Dropped support for Python 2.6.
- Removed dependency on
jaraco.util
.
- Improved Python 3 support in more modules.
- Added support for updating the password in the keyring.
- YAML format is now the preferred format for accounts definitions. Support for JSON-formatted accounts definitions is still supported but deprecated.
- Added support for loading institutions from a YAML file (requires PyYAML to be installed).
- Added the ofx command list-institutions.
- 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.
- Added routine for patching msmoney.exe for a bug revealed by Windows 8.
- 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.
- 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.
- Initial release with script for launching files in MS Money.