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Python script to extract Investment Transactions to CSV - Initial release v1b

• Edit

Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’

10 Nov, 2020 06:00 PM

All, please find attached my Python script that will allow you to extract your Investment transactions to CSV file. There are lots of user options. Let me know if you have any issues. This script is read-only.

extract_investment_transactions_csv.py - v1b

• extract_investment_transactions_csv.py 65.7 KB

1. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ closed this discussion on 10 Nov, 2020 06:00 PM.

2. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ re-opened this discussion on 11 Nov, 2020 05:40 PM

3. 1 Posted by Stuart Beesley ... on 11 Nov, 2020 05:40 PM

   

   Small update v1d

   • extract_investment_transactions_csv.py 66.2 KB
   • Edit

4. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ closed this discussion on 11 Nov, 2020 05:40 PM.

5. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ re-opened this discussion on 27 Nov, 2020 10:35 AM

6. 2 Posted by Stuart Beesley ... on 27 Nov, 2020 10:35 AM

   

   All, if you use my extract_investment_transacttions_csv script or others from me, please update them all to the latest version. ZIP of all attached.

   • StuWareSoftSystems_current_scripts_as_of_2020-11-27.zip 79.8 KB
   • Edit

7. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ closed this discussion on 27 Nov, 2020 10:35 AM.

8. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ re-opened this discussion on 14 Dec, 2020 05:26 PM

9. 3 Posted by Stuart Beesley ... on 14 Dec, 2020 05:26 PM

   

   Now decommissioned and absorbed into Toolbox extension:
   https://infinitekind.tenderapp.com/discussions/moneydance-development/4016-toolbox-preview-release-of-python-extension-for-moneydance

   • Edit

10. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ closed this discussion on 14 Dec, 2020 05:26 PM.

11. sprimost re-opened this discussion on 20 Dec, 2020 06:38 PM

12. 4 Posted by sprimost on 20 Dec, 2020 06:38 PM

    

    From: sprimost --just a fellow user.

    Hmm. This script does not seem to be working for me. See errorlog from
    MoneyBot below.

    Using MD 2019.3 on LINUX Manjaro. By default, using LibreOffice Calc.

    Any ideas, or should I look into modifying the script (I have a "basic"
    working knowledge of Python having done a script similar to this. Maybe
    this script will give me an idea how to fix some of the issues on am
    having with the output.

    /sprimost

    Beginning file
    /home/sprimost/Finance/Installed/extract_investment_transactions_csv.py
    at Sun Dec 20 13:32:20 EST 2020
    StuWareSoftSystems...
    extract_investment_transactions_csv.py: Python Script
    Initialising.......Version:1d
    User Parameters...
    Hiding Hidden Securities...
    Hiding Inactive Accounts...
    Hiding Hidden Accounts...
    Selecting ALL Currencies...
    Selecting ALL Securities...
    Selecting ALL Accounts...
    Including Opening Balances...
    Script will adjust for Stock Splits...
    user date format....: %Y/%m/%d
    Non-ASCII characters will not be stripped from file:   Using Delimiter: ,
    WARNING: file exists,but assuming user said OK to overwrite..
    Will extract investment transactions to file:
    /home/sprimost/Downloads/extract_investment_transactions.csv ...
    Investment Transaction Records selected: 2101

    Error running script: Traceback (most recent call last):
       File
    "/home/sprimost/Finance/Installed/extract_investment_transactions_csv.py",
    line 1337, in <module>
         ExportDataToFile()
       File
    "/home/sprimost/Finance/Installed/extract_investment_transactions_csv.py",
    line 1274, in ExportDataToFile
         writer = csv.writer(csvfile, dialect='excel',
    quoting=csv.QUOTE_MINIMAL, delimiter=csvDelimiter)
       File
    "/home/sprimost/Finance/Installed/extract_investment_transactions_csv.py",
    line 1274, in ExportDataToFile
         writer = csv.writer(csvfile, dialect='excel',
    quoting=csv.QUOTE_MINIMAL, delimiter=csvDelimiter)
    TypeError: "delimiter" must be an 1-character string
    Traceback (most recent call last):
       File
    "/home/sprimost/Finance/Installed/extract_investment_transactions_csv.py",
    line 1337, in <module>
         ExportDataToFile()
       File
    "/home/sprimost/Finance/Installed/extract_investment_transactions_csv.py",
    line 1274, in ExportDataToFile
         writer = csv.writer(csvfile, dialect='excel',
    quoting=csv.QUOTE_MINIMAL, delimiter=csvDelimiter)
       File
    "/home/sprimost/Finance/Installed/extract_investment_transactions_csv.py",
    line 1274, in ExportDataToFile
         writer = csv.writer(csvfile, dialect='excel',
    quoting=csv.QUOTE_MINIMAL, delimiter=csvDelimiter)
    TypeError: "delimiter" must be an 1-character string

    • Edit

13. 5 Posted by Stuart Beesley ... on 31 Dec, 2020 05:50 PM

    

    This was fixed.
    URL for downloads is now:
    https://yogi1967.github.io/MoneydancePythonScripts/

    • Edit

14. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ closed this discussion on 31 Dec, 2020 05:50 PM.

15. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ re-opened this discussion on 15 Feb, 2021 10:57 PM

16. 6 Posted by Stuart Beesley ... on 15 Feb, 2021 10:57 PM

    

    FYI - All my extract scripts have now been consolidated into a single script/extension called extract_data. The old individual scripts have been decommissioned.

    https://yogi1967.github.io/MoneydancePythonScripts/

    • Edit

17. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ closed this discussion on 15 Feb, 2021 10:57 PM.