Installing ofxtools

You have a few options to install ofxtools. If you like, you can install it in a virtual environment, but since ofxtools has no external dependencies, that doesn’t really gain you much.

A simpler option for keeping clutter out of your system Python site is the user install option, which is recommended if only one system user needs the package (the normal situation).

Installation dependencies

You need Python 3.10 or later to use ofxtools.

In order to use the OFX client to download OFX files, your Python installation needs to be able to validate SSL certificates. macOS users who installed Python from python.org may need to install root certificates separately:

$ pip install certifi

Standard installation

If you just want to use the ofxtools library, and you don’t have any special needs, you should probably install the most recent release on PyPI:

$ pip install --user ofxtools

Or if you want to install it systemwide, as root just run:

$ pip install ofxtools

Development snapshot

To install the current development snapshot, you can download the current master, unzip it, and install it directly:

$ pip install --user .

Developer’s installation

If you want to hack on ofxtools, you should clone the source and install is in development mode:

$ git clone https://github.com/csingley/ofxtools.git
$ cd ofxtools
$ pip install -e ".[dev]"

Extra goodies

In addition to the Python package, these methods will also install the ofxget script - a basic command line interface for downloading files from OFX servers. pip uninstall ofxtools will remove this script along with the package.