by Andrew A. Smith

ofx-parser.rubyforge.org/ rubyforge.org/projects/ofx-parser/

ofx-parser is a ruby library to parse a realistic subset of the lengthy OFX 1.x specification.

• Reads OFX responses - i.e. those downloaded from financial institutions and puts it into a usable object graph.

• Supports the 3 main message sets: banking, credit card and investment accounts, as well as the required ‘sign on’ set.

• Knows about SIC codes - if your institution provides them. See www.eeoc.gov/stats/jobpat/siccodes.html

• Monetary amounts can be retrieved either as a raw string, or in pennies.

• Supports OFX timestamps.

Supports bank accounts:

require 'rubygems'
require 'ofx-parser'

ofx = OfxParser::OfxParser.parse(open("bank-statement.ofx"))
bank_acct = ofx.bank_accounts.first

bank_acct.number # => '103333333333'
bank_acct.routing_number # => '033000033'
bank_acct.balance # => '123.45'
bank_acct.balance_in_pennies # => 12345

bank_acct.statement.start_date # => DateTime
bank_acct.statement.end_date # => DateTime

bank_acct.statement.transactions.size # => 4

bank_acct.statement.transactions.first.payee # => "FOO, INC."
bank_acct.statement.transactions.first.type # => :DEBIT
bank_acct.statement.transactions.first.amount # => '-11.11'
bank_acct.statement.transactions.first.amount_in_pennies # => -1111

Also supports credit cards…

ofx = OfxParser::OfxParser.parse(open("creditcard-statement.ofx"))
credit_card = ofx.credit_accounts.first

credit_card.remaining_credit # => '19000.0'
credit_card.remaining_credit_in_pennies # => '1900000'

credit_card.statement.start_date # => DateTime
credit_card.statement.end_date # => DateTime

credit_card.statement.transactions.size # => 10

credit_card.statement.transactions.first.type # => :DEBIT
credit_card.statement.transactions.first.amount # => '-19.17'
credit_card.statement.transactions.first.amount_in_pennies # => '-1917'
credit_card.statement.transactions.first.sic # => '7933'
credit_card.statement.transactions.first.sic_desc # => 'BOWLING CENTERS'
credit_card.statement.transactions.first.payee # => 'SUNSET BOWLING'

Working on investment accounts…

• hpricot >= 0.6

• gem install ofx-parser

Copyright © 2007, Andrew A. Smith All rights reserved.

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