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Imports a TD QFX multi-account file directly to Lunch Money

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TD -> Lunch Money Importer

Build Status Latest Release

Import TD Canada Trust QFX files into Lunch Money.

Features

  • Import transactions from TD QFX files (including those with multiple accounts)
  • Match TD accounts to Lunch Money accounts
  • Filter transactions by date
  • Update account balances
  • Persistent configuration
  • Duplicate detection

Installation

From Releases

Download the latest release for your platform:

  • Windows (x64)
  • macOS (ARM64)
  • Linux (x64)

From Source

git clone https://github.com/thehedgefrog/td-lunchmoney-importer.git
cd td-lunchmoney-importer
pip install -r requirements.txt
python importer.py

Usage

  1. Get your Lunch Money API key from Developer Settings
  2. Run the importer:
td-lunchmoney-importer path/to/file.qfx
  1. On first run:
    • Enter your API key
    • Match your TD accounts to Lunch Money accounts
  2. For subsequent runs:
    • Choose date filter (optional)
    • Review transactions
    • Confirm import
    • Update balances if needed

Configuration

Configuration is stored in ~/.lunchmoney/.lunchmoney_config.json is a base64 encoded file containing:

  • API key
  • Account mappings

Dependencies

  • Python 3.9+
  • ofxparse
  • lunchable

Contributing

  1. Fork the repository
  2. Create your feature branch (git checkout -b feature/AmazingFeature)
  3. Commit your changes (git commit -m 'Add some AmazingFeature')
  4. Push to the branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

License

Distributed under the MIT License. See LICENSE for more information.

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Imports a TD QFX multi-account file directly to Lunch Money

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