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Mailing lists / lazarus / 2003-03

CheckBook Tracker testing OFX file import

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Tony Maro

LINUX USA ONLY:

CheckBook Tracker (Lazarus Produced) is about to enter a new era...

I've added online banking support for OFX file formats. This means you can download an OFX file of your transaction register from your bank, and it will match those transactions up to your register, filling in the blanks and correcting errors (prompting for confirmation.) and then go into balancing mode. And boy was it a booger to make work. Unfortunately the main matching routine is some of the most obfuscated code you will ever see ;-)

If interested you can download the executable from:

http://tony.maro.net/files/cbtracker-0.9.6b.tar.gz

In the tools menu you will find "Balance from OFX". Just have your OFX file ready and browse to it when prompted.

It works beautifully with my bank's files, but your mileage may vary. Please let me know if you try it. I'm hoping I can get a couple of people who use different online banks to try it out.

CBT still is lacking in many features I consider important, but I know for me personally this means I won't have to type in many many debit card transactions, and there's less of a chance I'll make a mistake and miss one... I think it's now gone from a "nice program" to an indispensable personal financial tool. I think I can now adequately compete with GnuCash (for USA use) simply because of the ease of install compared to that monstrosity.

Next week I will be releasing it officially and will post the sources at that time. In the meantime I expect to find issues with the OFX file format import and some people's banks.

Note: CBT only really supports US Dollars. It stores all amounts as "REAL" but hacks them and displays them as if US. Later on I plan to internationalize it a bit more, but hey... I'm only human!

And can you believe the entire app is barely over 2MB?

Thanks,

Tony Maro http://tony.maro.net/ Check out my software "CheckBook Tracker" A GPL (free) replacement for Microsoft Money!

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