ofx-data-extractor
v1.4.3
Published
A module written in TypeScript that provides a utility to extract data from an OFX file in Node.js and Browser
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ofx-data-extractor
Ofx Data Extractor and Formatter
This is a Node.js
and Browser
module written in TypeScript
that provides a utility for extracting data from an OFX
file. The module can also format some of the data and retrieve specific parts of the file if requested.
Installation
You can install this module using the Node Package Manager (NPM
) with the following command:
npm
npm install ofx-data-extractor
yarn
yarn add ofx-data-extractor
Methods
The Ofx
class provides the following methods:
getType(): Types
: Used to get type of transactions from ofx (BANK or CREDIT_CARD)fromBuffer(data: Buffer)
: Used to read files on the node. Returns the methodsfromBlob(data: Blob)
: Used to read files in the browser. Returns the methods below.config(options: OfxConfig)
: Used for formatting the generated json.`getHeaders(): OFXMetaData
: Returns the metadata section of the OFX file as an object.getBankTransferList(): Pick<BankTransferList, 'STRTTRN'>
: Returns a list of bank transfer transactions as an object.getCreditCardTransferList(): Pick<BankTransferList, 'STRTTRN'>
: Returns a list of credit card transactions as an object.getTransactionsSummary()
: Object: Returns a summary of transactions for a bank statement as an object.getContent(): OfxStructure
: Returns the OFX file content as an object.toJson(): OfxResponse
: Returns the entire OFX file content as a JSON object.
Usage
The module provides a class called Ofx that can be used to extract and format data from an OFX
file. Here's an example of how to use it:
import { Ofx } from 'ofx-data-extractor'
const data = 'OFXHEADER:100\nDATA:OFXSGML\nVERSION:102\n...'
const ofx = new Ofx(data) // works in node.js and browser
const headers = ofx.getHeaders()
console.log(headers)
const transactionsSummary = ofx.getTransactionsSummary()
console.log(transactionsSummary)
const bankTransferList = ofx.getBankTransferList()
console.log(bankTransferList)
const ofxResponse = ofx.toJson()
console.log(ofxResponse)
Constructor
The Ofx
class constructor takes in two arguments:
data
: The OFX
file content as a string or a Buffer.
config
: Optional configuration options for formatting the OFX data.
Read data - static methods (Node.js
)
import { Ofx } from 'ofx-data-extractor'
import fs from 'fs'
const file = await fs.readFile('/path/to/file')
const ofx = await Ofx.fromBuffer(file)
const ofxResponse = ofx.toJson()
console.log(ofxResponse)
Read data - static methods (Browser
)
import { Ofx } from 'ofx-data-extractor'
function handleFile(event) {
const ofx = Ofx.fromBlob(event.target.files[0])
const ofxResponse = ofx.toJson()
console.log(ofxResponse)
}
// tsx/jsx/html
<input type="file" onChange={handleFile} />
Configuration
The Ofx
(constructor
and config
method) class can be configured with the following options:
formatDate
: A function that takes in a date string and returns a formatted date string.fitId
: A string that determines how the financial institution transaction ID is handled. Possible values are "separated" (the default) or "included".nativeTypes
: A boolean value that determines whether numeric fields should be represented as numbers or strings in the resulting JSON object.