How to use plaid2qif - 9 common examples
To help you get started, we’ve selected a few plaid2qif examples, based on popular ways it is used in public projects.
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ebridges / plaid2qif / plaid2qif / transaction_writer.py View on Github 
def begin(self, account_info):
print( dumps(account_info, sort_keys=True), file=self.output)
def write_record(self, transaction):
print( dumps(transaction, sort_keys=True), file=self.output)
class CsvTransactionWriter(TransactionWriter):
def begin(self, account_info):
print('Date,Amount,Description', file=self.output)
def write_record(self, transaction):
print(transaction['date'],transaction['amount'],transaction['name'], file=self.output)
class QifTransactionWriter(TransactionWriter):
def begin(self, account):
print('!Account', file=self.output)
print('N%s' % account['name'], file=self.output)
print('T%s' % account['type'], file=self.output)
if 'description' in account:
print('D%s' % account['description'], file=self.output)
print('^', file=self.output)
print('!Type:%s' % account['type'], file=self.output)
def write_record(self, transaction):
print('C', file=self.output) # cleared status: Values are blank (not cleared), "*" or "c" (cleared) and "X" or "R" (reconciled).
print('D%s' % self.format_date(transaction['date']), file=self.output)
print('N%s' % self.format_chknum(transaction), file=self.output)
print('P%s' % transaction['name'], file=self.output)
print('T%s' % self.format_amount(transaction['amount']), file=self.output)def write_record(self, transaction):
pass
def end(self):
pass
class JsonTransactionWriter(TransactionWriter):
def begin(self, account_info):
print( dumps(account_info, sort_keys=True), file=self.output)
def write_record(self, transaction):
print( dumps(transaction, sort_keys=True), file=self.output)
class CsvTransactionWriter(TransactionWriter):
def begin(self, account_info):
print('Date,Amount,Description', file=self.output)
def write_record(self, transaction):
print(transaction['date'],transaction['amount'],transaction['name'], file=self.output)
class QifTransactionWriter(TransactionWriter):
def begin(self, account):
print('!Account', file=self.output)
print('N%s' % account['name'], file=self.output)
print('T%s' % account['type'], file=self.output)
if 'description' in account:
print('D%s' % account['description'], file=self.output)
print('^', file=self.output)
print('!Type:%s' % account['type'], file=self.output)if t == 'raw':
return JsonTransactionWriter(output)
instance = staticmethod(instance)
def begin(self, account_info):
pass
def write_record(self, transaction):
pass
def end(self):
pass
class JsonTransactionWriter(TransactionWriter):
def begin(self, account_info):
print( dumps(account_info, sort_keys=True), file=self.output)
def write_record(self, transaction):
print( dumps(transaction, sort_keys=True), file=self.output)
class CsvTransactionWriter(TransactionWriter):
def begin(self, account_info):
print('Date,Amount,Description', file=self.output)
def write_record(self, transaction):
print(transaction['date'],transaction['amount'],transaction['name'], file=self.output)
class QifTransactionWriter(TransactionWriter):response = client.Transactions.get(access_token,
fromto['start'], fromto['end'],
account_ids=[account_id])
txn_batch = len(response['transactions'])
txn_total = response['total_transactions']
txn_sofar = txn_batch
output_to_file = True if output['dir'] else False
output_file = '%s/%s' % (output['dir'], util.output_filename(account_name, fromto, output['format']))
output_handle = output_to_file and open(output_file, 'w') or sys.stdout
try:
w = transaction_writer.TransactionWriter.instance(output['format'], output_handle)
w.begin(account)
debug("txn cnt: %d, txn total: %d" % (txn_batch, txn_total))
while txn_batch > 0 and txn_batch <= txn_total:
for t in response['transactions']:
if ignore_pending and t['pending']:
info('skipping pending transaction for [%s: %s]' % (t['date'], t['name']))
continue
info('writing record for [%s: %s]' % (t['date'], t['name']))
debug('%s' % t)
w.write_record(t)
response = client.Transactions.get(access_token,
start_date=fromto['start'], end_date=fromto['end'],
offset=txn_sofar, account_ids=[account_id] )def download(account, fromto, output, ignore_pending, suppress_warnings, plaid_credentials):
client = open_client(plaid_credentials, suppress_warnings)
access_token = read_access_token(account['institution'])
account_name = account['name']
account_id = account['id']
response = client.Transactions.get(access_token,
fromto['start'], fromto['end'],
account_ids=[account_id])
txn_batch = len(response['transactions'])
txn_total = response['total_transactions']
txn_sofar = txn_batch
output_to_file = True if output['dir'] else False
output_file = '%s/%s' % (output['dir'], util.output_filename(account_name, fromto, output['format']))
output_handle = output_to_file and open(output_file, 'w') or sys.stdout
try:
w = transaction_writer.TransactionWriter.instance(output['format'], output_handle)
w.begin(account)
debug("txn cnt: %d, txn total: %d" % (txn_batch, txn_total))
while txn_batch > 0 and txn_batch <= txn_total:
for t in response['transactions']:
if ignore_pending and t['pending']:
info('skipping pending transaction for [%s: %s]' % (t['date'], t['name']))
continue
info('writing record for [%s: %s]' % (t['date'], t['name']))
debug('%s' % t)def main():
version = require("plaid2qif")[0].version
args = docopt(__doc__, version=version)
util.configure_logging(args['--verbose'])
debug(args)
if args['save-access-token']:
save_access_token(args['--institution'], args['--public-token'], args['--credentials'])
if args['list-accounts']:
list_accounts(args['--institution'], args['--credentials'])
if args['download']:
account = {
'institution': args['--institution'],
'id' : args['--account-id'],
'name': args['--account'],
'type': args['--account-type'],
}
fromto = {def instance(t, output):
if t == 'csv':
return CsvTransactionWriter(output)
if t == 'qif':
return QifTransactionWriter(output)
if t == 'raw':
return JsonTransactionWriter(output)def instance(t, output):
if t == 'csv':
return CsvTransactionWriter(output)
if t == 'qif':
return QifTransactionWriter(output)
if t == 'raw':
return JsonTransactionWriter(output)def instance(t, output):
if t == 'csv':
return CsvTransactionWriter(output)
if t == 'qif':
return QifTransactionWriter(output)
if t == 'raw':
return JsonTransactionWriter(output)plaid2qif
Download financial transactions from Plaid as QIF files.
