transferwise-to-freeagent/index.html at master · pbowyer/transferwise-to-freeagent · GitHub

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<!DOCTYPE html>
<html lang="en">
<head>
    <meta charset="UTF-8">
    <title>Transferwise CSV to FreeAgent CSV</title>
</head>
<body>
<h1>Convert your Transferwise Statements to import into FreeAgent</h1>
<p>FreeAgent doesn't integrate with <a href="https://transferwise.com/u/peterb1144" target="_blank">Transferwise</a>, so
    we're reduced to exporting a CSV statement, <a target="_blank"
                                                   href="https://support.freeagent.com/hc/en-gb/articles/115001222564-CSV-file-formats-for-bank-uploads">reformatting
        it to FreeAgent's format</a>, and importing into FreeAgent.</p>
<p>This tool automates the reformatting.</p>

<h3>Select a file, and download the new one.</h3>

<input id="file" type="file" accept=".csv,.xlsx,.xls,text/csv,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet">

<p>
    <small>No data is uploaded to my server - the manipulation is done on your computer.</small>
</p>

<h4>Advanced Options</h4>
<p>
    Change the description formatting. Use the CSV column names and the
    <a href="https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Template_literals" target="_blank">Template
    Literal syntax</a><br>
    <input type="text" style="width: 100%; padding: 5px" id="template-description"
       value="${ data['Description'] } (${ data['Exchange From'] ? `${ data['Exchange From'] } ${ data['Exchange To'] } ${ data['Exchange Rate'] }, ` : '' }Fee ${ data['Total fees'] })">
</p>
<p>
    Show fees on a separate line:
    <input type="checkbox" id="fees-on-separate-line" name="fees-on-separate-line" value="Show fees on a separate line">
</p>
<h3>Notes</h3>
<p>
    Despite what
    <a target="_blank" href="https://support.freeagent.com/hc/en-gb/articles/115001222564-CSV-file-formats-for-bank-uploads">
        FreeAgent's documentation
    </a>
    says, FreeAgent will import CSVs containing double quotes around strings, and commas within those
    double quoted strings. I make use of that for the description field, to allow better data formatting.
</p>
<p>
    What FreeAgent cannot cope with is <code>&gt;</code> in a string. It renders it as a literal <code>&amp;gt;</code>.
    It's a bug in FreeAgent, but not going to be high priority for them to fix.
</p>

<script src="js/papaparse.min.js"></script>
<script>
    // From: https://github.com/mholt/PapaParse/issues/175#issuecomment-395978144
    // For a bigger alternative, see https://github.com/eligrey/FileSaver.js/
    function openSaveFileDialog(data, filename, mimetype) {

        if (!data) return;

        var blob = data.constructor !== Blob
            ? new Blob([data], {type: mimetype || 'application/octet-stream'})
            : data;

        if (navigator.msSaveBlob) {
            navigator.msSaveBlob(blob, filename);
            return;
        }

        var lnk = document.createElement('a'),
            url = window.URL,
            objectURL;

        if (mimetype) {
            lnk.type = mimetype;
        }

        lnk.download = filename || 'untitled';
        lnk.href = objectURL = url.createObjectURL(blob);
        lnk.dispatchEvent(new MouseEvent('click'));
        setTimeout(url.revokeObjectURL.bind(url, objectURL));

    }
</script>
<script>
    fileInput = document.getElementById('file');
    fileInput.addEventListener('change', function (event) {
        /** @var file File */
        var file = event.target.files[0];

        Papa.parse(file, {
            header: true,
            delimiter: ',',
            complete: function (results) {
                console.log(results);

                // if (results.errors.length > 0) {
                //     console.log('CSV parsing errors: ...');
                //     return;
                // }

                var out = [];
                // Get rid of the header
                //results.data.shift();
                results.data.forEach(function (data) {
                    if (Object.keys(data).length < 15) return;

                    console.log('total fees are ' + parseFloat(data['Total fees']));

                    // feesAmount is always positive
                    let feesAmount = parseFloat(data['Total fees']);
                    if (document.getElementById("fees-on-separate-line").checked === true && feesAmount > 0) {
                        let origAmount = parseFloat(data['Amount']);
                        let amount = origAmount < 0 ? origAmount + feesAmount : origAmount - feesAmount;
                        out.push([data['Date'], amount, eval('`' + document.getElementById('template-description').value + '`')]);
                        out.push([data['Date'], '-' + data['Total fees'], 'Transferwise Fees: ' + data['Description']]);
                    } else {
                        //out.push([data['Date'], data['Amount'], `${ data['Description'] } (${ data['Exchange From'] ? `${ data['Exchange From'] }->${ data['Exchange To'] } ${ data['Exchange Rate'] }, ` : '' }Fee ${ data['Total fees'] })`]);
                        out.push([data['Date'], data['Amount'], eval('`' + document.getElementById('template-description').value + '`')]);
                    }

                    console.log(data)
                });

                console.log(out);

                var csv = Papa.unparse(out);
                console.log(csv);

                openSaveFileDialog(csv, 'FreeAgent formatted - ' + file.name, 'text/csv')
            }
        });

        console.log(event.target.files);

    })
</script>
</body>
</html>