csv2actual

A command line utility to import bank transactions as csv into Actual.

Why?

Although Actual supports importing bank statements from csv files, the exported format, as it is provided by the banks, sometimes needs to be adjusted manually. This utility aims to enable importing data from various banks, so there's no need to enter the statements by hand or change the exported csv files. Instead, the fields are mapped and parsed automatically.

Supported Banks

| Bank | Country | Export Language | | ---- | ------- | --------------- | | Belfius | Belgium | be | | Fintro | Belgium | be | | neon | Switzerland | en | | Sparkasse | Germany | de | | Zürcher Kantonalbank | Switzerland | de |

If you'd like to see support for another institution, please open an issue or PR 💫 Please consider adding a dummy export to tests/dummy-data, so the import could be included in a test.

Getting Started

Install as global package through npm:

npm install -g @jorisnoo/csv2actual # or: yarn global add @jorisnoo/csv2actual

To import transactions from a file, run:

csv2actual filename.csv

You will be prompted to enter your buget and choose an account to import into.

Local Development

If you'd like to tinker with the code, you may use a local copy of this repository:

git clone [email protected]:jorisnoo/csv2actual.git
cd csv2actual

npm install # or: yarn install

# Make the command available globally
npm link # or: yarn link