BankStatement Class

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The BankStatement class is a single class that supports the SignOn and Bank Statement Download functions of Open Financial eXchange, as described by the OFX Specification version 1.0.2.

Syntax

class inebank.BankStatement

Remarks

The BankStatement class adds bank statement download functionality to your desktop application, or allows your web application to fetch a user's bank statement without having to redirect to another website. All downloads are done using a secure HTTPS Post to send account sign-on information to a financial institution. The class receives the secure response and parses the response into its properties.

To use the BankStatement class first identify the financial institution by setting the fi_id, fi_organization and fi_url, properties. Next identify the OFX user and application by setting the ofx_user, ofx_password, ofx_app_id and ofx_app_version properties. Next set the bank_id, account_id and account_type properties to the appropriate values to identify the account for which you wish to download a statement. You may also set start_date and end_date properties to constrain the transaction list.

Once you have finished setting the properties that describe the statement you wish to download, use the get_statement method to build and transmit the request automatically. When the response returns, the transaction properties will be populated automatically, as well as the start_date, end_date, available_balance, ledger_balance and any other data the bank statement includes.

The transaction properties (tx_amount, tx_check_number tx_date_posted, tx_fitid, tx_memo, tx_payee_name, and tx_type) may be imagined as arrays, so that the getter function for each property takes as its argument the index of a transaction in the list.

For example, tx_amount(0) gives the amount of the first transaction for the last statement downloaded.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting.

Property List

The following is the full list of the properties of the class with short descriptions. Click on the links for further details.

Method List

The following is the full list of the methods of the class with short descriptions. Click on the links for further details.

Event List

The following is the full list of the events fired by the class with short descriptions. Click on the links for further details.

Config Settings

The following is a list of config settings for the class with short descriptions. Click on the links for further details.

account_id Property

The account number used for the next statement download.

Syntax

def get_account_id() -> str: ...
def set_account_id(value: str) -> None: ...

account_id = property(get_account_id, set_account_id)

Default Value

""

Remarks

This is the account number for which the user wishes to download a statement. For checking and savings accounts, this is the number that appears at the bottom of the user's checks or deposit slips, to the right of the routing number.

account_type Property

Indicates the type of bank account.

Syntax

def get_account_type() -> int: ...
def set_account_type(value: int) -> None: ...

account_type = property(get_account_type, set_account_type)

Default Value

0

Remarks

This property uses the following four values:

• atChecking (0)
• atSavings (1)
• atMoneyMarket (2)
• atLineOfCredit (3)

available_balance Property

Amount of the available balance.

Syntax

def get_available_balance() -> str: ...

available_balance = property(get_available_balance, None)

Default Value

""

Remarks

This is the amount of money available from a given account.

For bank accounts, ledger_balance represents the last balance recorded in official documents. available_balance represents the value in the ledger balance once all temporary authorizations, such as ATM withdrawals, have posted to the ledger. Any positive value means that funds are available while negative values mean that the account is overdrawn.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

This property is read-only.

available_balance_date Property

Date of the available balance.

Syntax

def get_available_balance_date() -> str: ...

available_balance_date = property(get_available_balance_date, None)

Default Value

""

Remarks

This is the date as of which the account balance is valid.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

This property is read-only.

bank_id Property

Number that identifies the bank.

Syntax

def get_bank_id() -> str: ...
def set_bank_id(value: str) -> None: ...

bank_id = property(get_bank_id, set_bank_id)

Default Value

""

Remarks

The meaning of this string differs with the location of the bank.

closing_detail_count Property

The number of records in the ClosingDetail arrays.

Syntax

def get_closing_detail_count() -> int: ...

closing_detail_count = property(get_closing_detail_count, None)

Default Value

0

Remarks

This property controls the size of the following arrays:

• closing_detail_aggregate
• closing_detail_balance_closing
• closing_detail_balance_opening
• closing_detail_date_close
• closing_detail_date_end
• closing_detail_date_open
• closing_detail_date_start
• closing_detail_fitid
• closing_detail_image_ref
• closing_detail_image_ref_type
• closing_detail_total_credit
• closing_detail_total_debit
• closing_detail_total_fees
• closing_detail_total_interest

The array indices start at 0 and end at closing_detail_count - 1.

This property is read-only.

closing_detail_aggregate Property

Aggregates are pieces of XML taken from the financial institution's original response.

Syntax

def get_closing_detail_aggregate(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the class's properties. However, some of these elements, and/or their potential values, may not be supported by the class. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate class or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of ofx_version that FI supports. If the original data is returned in SGML format, the class internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

This aggregate describes a statement closing information. It contains data (elements and values) associated with the following properties:

• closing_detail_fitid
• closing_detail_date_start
• closing_detail_date_end
• closing_detail_date_open
• closing_detail_date_close
• closing_detail_date_due (applicable to credit card accounts only)
• closing_detail_balance_opening
• closing_detail_balance_closing
• closing_detail_total_interest (not applicable to credit card accounts)
• closing_detail_total_fees
• closing_detail_total_credit
• closing_detail_total_debit
• closing_detail_credit_limit (applicable to credit card accounts only)
• closing_detail_image_ref
• closing_detail_image_ref_type

For each aggregate returned, clients can retrieve corresponding transactions by using closing_detail_date_start and closing_detail_date_end in a statement download request (when calling GetStatement method).

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_balance_closing Property

Closing statement balance.

Syntax

def get_closing_detail_balance_closing(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Closing statement balance.

This is not applicable for loan accounts.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_balance_opening Property

Opening statement balance.

Syntax

def get_closing_detail_balance_opening(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Opening statement balance.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_date_close Property

Closing statement date.

Syntax

def get_closing_detail_date_close(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Closing statement date.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_date_end Property

End date of transaction data for this statement.

Syntax

def get_closing_detail_date_end(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

End date of transaction data for this statement. A client should be able to use this date when requesting individual transactions that match this statement.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_date_open Property

Opening statement date.

Syntax

def get_closing_detail_date_open(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Opening statement date.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_date_start Property

Start date of transaction data for this statement.

Syntax

def get_closing_detail_date_start(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Start date of transaction data for this statement. A client should be able to use this date when requesting individual transactions that match this statement.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_fitid Property

Unique identifier assigned by financial institution to identify this particular statement closing information.

Syntax

def get_closing_detail_fitid(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Unique identifier assigned by financial institution to identify this particular statement closing information. This id provides a way for the client to distinguish one closing statement from another.

This is always returned in the server response for each statement.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_image_ref Property

Server specified unique identifier for the statement closing image.

Syntax

def get_closing_detail_image_ref(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Server specified unique identifier for the statement closing image.

This can be either image identifier (to be used during the request to retrieve the actual image when the get_image method is called) or URL, depending on the value of closing_detail_image_ref_type.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_image_ref_type Property

Type of retrieval method for actual statement closing image.

Syntax

def get_closing_detail_image_ref_type(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Type of retrieval method for actual statement closing image.

If closing_detail_image_ref is returned in the response, this can be either image identifier (to be used during the request for the image when the get_image method is called) or a URL.

Possible values for closing_detail_image_ref_type are:

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_total_credit Property

Total credit posted on the account for this statement (period indicated by DateStart and DateEnd ).

Syntax

def get_closing_detail_total_credit(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Total credit posted on the account for this statement (period indicated by closing_detail_date_start and closing_detail_date_end).

In a bank statement (checking, savings or money market account), this represents total of deposits and credits, including interest. In a credit card statement, this represents total of payments and credits.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_total_debit Property

Total of debit posted on the account for this statement (period indicated by DateStart and DateEnd ).

Syntax

def get_closing_detail_total_debit(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Total of debit posted on the account for this statement (period indicated by closing_detail_date_start and closing_detail_date_end).

In a bank statement (checking, savings or money market account), this represents total of checks and debits, including fees. In a credit card statement, this represents total of payments and credits.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_total_fees Property

Total fees.

Syntax

def get_closing_detail_total_fees(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Total fees.

In a bank statement (checking, savings or money market account), this represents total of all fees. While in a credit card statement, this represents finance charge.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

closing_detail_total_interest Property

Total interest.

Syntax

def get_closing_detail_total_interest(closing_detail_index: int) -> str: ...

Default Value

""

Remarks

Total interest.

For bank or investment accounts, this indicates total interest posted on the account for this statement (period indicated by closing_detail_date_start and closing_detail_date_end).

For loan accounts, this indicates total interest paid year to date.

This is not applicable for credit card accounts.

The closing_detail_index parameter specifies the index of the item in the array. The size of the array is controlled by the closing_detail_count property.

This property is read-only.

currency_code Property

Default currency code for this statement.

Syntax

def get_currency_code() -> str: ...

currency_code = property(get_currency_code, None)

Default Value

""

Remarks

Indicates how to interpret the monetary amounts in the current statement. This is a 3-character ISO-4217 currency code, such as USD and EUR.

This property is read-only.

end_date Property

End date of statement requested.

Syntax

def get_end_date() -> str: ...
def set_end_date(value: str) -> None: ...

end_date = property(get_end_date, set_end_date)

Default Value

""

Remarks

This is a string representing the date at which to stop listing transactions on the statement. Use this property and start_date to constrain the list of transactions retrieved when calling get_statement.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

fi_id Property

Financial institution identifier.

Syntax

def get_fi_id() -> str: ...
def set_fi_id(value: str) -> None: ...

fi_id = property(get_fi_id, set_fi_id)

Default Value

""

Remarks

fi_id holds the identifier of the OFX Financial Institution and is used during signon. This value is unique for each organization name.

fi_organization Property

Financial institution organization name.

Syntax

def get_fi_organization() -> str: ...
def set_fi_organization(value: str) -> None: ...

fi_organization = property(get_fi_organization, set_fi_organization)

Default Value

""

Remarks

This is the name of the OFX Financial Institution and is used during signon. Each organization has a unique fi_id that must also be used at signon.

firewall_auto_detect Property

Whether to automatically detect and use firewall system settings, if available.

Syntax

def get_firewall_auto_detect() -> bool: ...
def set_firewall_auto_detect(value: bool) -> None: ...

firewall_auto_detect = property(get_firewall_auto_detect, set_firewall_auto_detect)

Default Value

FALSE

Remarks

Whether to automatically detect and use firewall system settings, if available.

firewall_type Property

The type of firewall to connect through.

Syntax

def get_firewall_type() -> int: ...
def set_firewall_type(value: int) -> None: ...

firewall_type = property(get_firewall_type, set_firewall_type)

Default Value

0

Remarks

The type of firewall to connect through. The applicable values are as follows:

firewall_host Property

The name or IP address of the firewall (optional).

Syntax

def get_firewall_host() -> str: ...
def set_firewall_host(value: str) -> None: ...

firewall_host = property(get_firewall_host, set_firewall_host)

Default Value

""

Remarks

The name or IP address of the firewall (optional). If a firewall_host is given, the requested connections will be authenticated through the specified firewall when connecting.

If this property is set to a Domain Name, a DNS request is initiated. Upon successful termination of the request, this property is set to the corresponding address. If the search is not successful, the class fails with an error.

firewall_password Property

A password if authentication is to be used when connecting through the firewall.

Syntax

def get_firewall_password() -> str: ...
def set_firewall_password(value: str) -> None: ...

firewall_password = property(get_firewall_password, set_firewall_password)

Default Value

""

Remarks

A password if authentication is to be used when connecting through the firewall. If firewall_host is specified, the firewall_user and firewall_password properties are used to connect and authenticate to the given firewall. If the authentication fails, the class fails with an error.

firewall_port Property

The Transmission Control Protocol (TCP) port for the firewall Host .

Syntax

def get_firewall_port() -> int: ...
def set_firewall_port(value: int) -> None: ...

firewall_port = property(get_firewall_port, set_firewall_port)

Default Value

0

Remarks

The Transmission Control Protocol (TCP) port for the firewall firewall_host. See the description of the firewall_host property for details.

Note: This property is set automatically when firewall_type is set to a valid value. See the description of the firewall_type property for details.

firewall_user Property

A username if authentication is to be used when connecting through a firewall.

Syntax

def get_firewall_user() -> str: ...
def set_firewall_user(value: str) -> None: ...

firewall_user = property(get_firewall_user, set_firewall_user)

Default Value

""

Remarks

A username if authentication is to be used when connecting through a firewall. If firewall_host is specified, this property and the firewall_password property are used to connect and authenticate to the given Firewall. If the authentication fails, the class fails with an error.

fi_url Property

Financial institution URL.

Syntax

def get_fi_url() -> str: ...
def set_fi_url(value: str) -> None: ...

fi_url = property(get_fi_url, set_fi_url)

Default Value

""

Remarks

This is the URL of the OFX Financial Institution to which the class will signon and fetch data.

image_file_name Property

Filename and location to save the image content of a transaction or statement.

Syntax

def get_image_file_name() -> str: ...
def set_image_file_name(value: str) -> None: ...

image_file_name = property(get_image_file_name, set_image_file_name)

Default Value

""

Remarks

When calling the get_image method, the image content is returned by that method. If you want the image content to be written to disk, you can set the image_file_name to a desired file name without specifying the type. The file type will be set automatically depending on the image type supported by the server. Possible image types are: jpeg, tiff, png, pdf.

If the filename exists, you can choose to overwrite it or not by setting the Overwrite config setting (which defaults to True).

Note: Image download is available only for OFX version 2.1.1. When this method is called, the ofx_version is automatically set to '211'.

include_images Property

Whether the server has to return data for bank transactions or closing statements images.

Syntax

def get_include_images() -> bool: ...
def set_include_images(value: bool) -> None: ...

include_images = property(get_include_images, set_include_images)

Default Value

FALSE

Remarks

If False (default value), the server will not return any image references in the response.

Otherwise, if the FI supports image download service :

• when the get_statement method is called, the server will return the image references for each transaction (e.g., check image).
• when the get_closing_info method is called, the server will return a reference to the statement closing information image.

These references can then be used as parameters when the get_image method is called.

This is optional and supported in OFX 2.1.1 version only (i.e., if this is requested, the ofx_version should be set to '211').

Note: Clients may request images in statement download and/or closing requests in various message sets. But not all FIs support image download. Prior to requesting these images, clients must verify that support exists on the server for image download. This is indicated by the presence of the IMAGEMSGSET aggregate in the profile response, as well as the IMAGEPROF aggregate in the profile response for the specific message set in question.

For instance, if a client wishes to request transaction images in the banking statement download request, the client must verify the presence of IMAGEMSGSET in the profile as well as transaction image support in the IMAGEPROF aggregate in the BANKMSGSET in the profile. Image download requests are allowed only in OFX 2.1.1 in the Banking, Credit Card, Loan and Investments message sets.

To verify whether your FI supports this service, you should check its profile (by calling the GetProfile method in FIProfile class) and check the values of FIMessageSetTxImage and FIMessageSetClosingInfoImage for each message set (bank, credit card, loan and investment).

ledger_balance Property

Amount of the ledger balance.

Syntax

def get_ledger_balance() -> str: ...

ledger_balance = property(get_ledger_balance, None)

Default Value

""

Remarks

This value reflects the account balance as posted in the financial institution's records.

For bank accounts, ledger_balance represents the last balance recorded in official documents. available_balance represents the value in the ledger balance once all temporary authorizations, such as ATM withdrawals, have posted to the ledger. Any positive value means that funds are available while negative values mean that the account is overdrawn.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

This property is read-only.

ledger_balance_date Property

Date of the ledger balance.

Syntax

def get_ledger_balance_date() -> str: ...

ledger_balance_date = property(get_ledger_balance_date, None)

Default Value

""

Remarks

This is the date, as of which, the ledger balance is valid.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

This property is read-only.

ofx_access_key Property

Access key value received after a MFA authentication in a previous signon.

Syntax

def get_ofx_access_key() -> str: ...
def set_ofx_access_key(value: str) -> None: ...

ofx_access_key = property(get_ofx_access_key, set_ofx_access_key)

Default Value

""

Remarks

This might be returned in the server response after a MFA authentication (i.e. MFA challenge question/answer pairs were validated by the server when the send_challenge_answers method in FIProfile class was called).

To prevent servers from needing to authenticate the user in each OFX request, the server may respond to a correct set of challenge answers with a ofx_access_key on the signon response (when the send_challenge_answers method in FIProfile class was called).

The server determines the contents of this optional element. On each subsequent signon request, the client will send the last value of the ofx_access_key it has received, even after the end of the current session. The server has the option to respond to any subsequent request with a 3000 error code, requiring the client to send the MFA challenge questions request again (by calling the request_challenge_questions method in FIProfile class). This allows the server to determine the lifetime of the ofx_access_key.

ofx_app_id Property

OFX application identifier.

Syntax

def get_ofx_app_id() -> str: ...
def set_ofx_app_id(value: str) -> None: ...

ofx_app_id = property(get_ofx_app_id, set_ofx_app_id)

Default Value

""

Remarks

This is the unique identifier of the user's OFX application.

ofx_app_version Property

OFX application version.

Syntax

def get_ofx_app_version() -> str: ...
def set_ofx_app_version(value: str) -> None: ...

ofx_app_version = property(get_ofx_app_version, set_ofx_app_version)

Default Value

""

Remarks

This is the version of the user's OFX application.

ofx_password Property

User's password.

Syntax

def get_ofx_password() -> str: ...
def set_ofx_password(value: str) -> None: ...

ofx_password = property(get_ofx_password, set_ofx_password)

Default Value

""

Remarks

This is the password used when signing on to the OFX Financial Institution's service.

ofx_request Property

The current OFX request aggregate.

Syntax

def get_ofx_request() -> str: ...

ofx_request = property(get_ofx_request, None)

Default Value

""

Remarks

Polling ofx_request will cause the class to generate and return an OFX request aggregate.

This property is read-only.

ofx_response Property

The current OFX response aggregate.

Syntax

def get_ofx_response() -> str: ...
def set_ofx_response(value: str) -> None: ...

ofx_response = property(get_ofx_response, set_ofx_response)

Default Value

""

Remarks

This can be used especially for debugging purposes. This can also be used to parse an OFX Response. To do so, you can set the OFX Response data (in string format) to ofx_response. Once set, the supplied OFX data will be parsed and will populate the same read-only properties that read_ofx_data_file does.

ofx_user Property

User's id.

Syntax

def get_ofx_user() -> str: ...
def set_ofx_user(value: str) -> None: ...

ofx_user = property(get_ofx_user, set_ofx_user)

Default Value

""

Remarks

This is the UserID used when signing on to the OFX Financial Institution's service.

ofx_version Property

OFX API version.

Syntax

def get_ofx_version() -> str: ...
def set_ofx_version(value: str) -> None: ...

ofx_version = property(get_ofx_version, set_ofx_version)

Default Value

"102"

Remarks

This is the OFX API version used in all requests sent to your FI server (such as 1.0.2, 2.0.1, 2.1.1, etc.). Valid values: 102, 103, 200, 201, 203, 210, 211. Note that not all OFX Versions are supported by FIs.

Note: If the ofx_version is set to 1x, the request and the response are going to be in SGML format. If set to 2x, the request will be in XML format (the response format depends on the FI's server capabilities). Note that if the OFX FI server does not support version 2x, the server will return an error (such as 'Bad Request').

Certain services are available only for a specific OFX version. For example, image download, is available only in OFX version 2.1.1.

ssl_accept_server_cert_effective_date Property

The date on which this certificate becomes valid.

Syntax

def get_ssl_accept_server_cert_effective_date() -> str: ...

ssl_accept_server_cert_effective_date = property(get_ssl_accept_server_cert_effective_date, None)

Default Value

""

Remarks

The date on which this certificate becomes valid. Before this date, it is not valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2000 15:00:00.

This property is read-only.

ssl_accept_server_cert_expiration_date Property

The date on which the certificate expires.

Syntax

def get_ssl_accept_server_cert_expiration_date() -> str: ...

ssl_accept_server_cert_expiration_date = property(get_ssl_accept_server_cert_expiration_date, None)

Default Value

""

Remarks

The date on which the certificate expires. After this date, the certificate will no longer be valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2001 15:00:00.

This property is read-only.

ssl_accept_server_cert_extended_key_usage Property

A comma-delimited list of extended key usage identifiers.

Syntax

def get_ssl_accept_server_cert_extended_key_usage() -> str: ...

ssl_accept_server_cert_extended_key_usage = property(get_ssl_accept_server_cert_extended_key_usage, None)

Default Value

""

Remarks

A comma-delimited list of extended key usage identifiers. These are the same as ASN.1 object identifiers (OIDs).

This property is read-only.

ssl_accept_server_cert_fingerprint Property

The hex-encoded, 16-byte MD5 fingerprint of the certificate.

Syntax

def get_ssl_accept_server_cert_fingerprint() -> str: ...

ssl_accept_server_cert_fingerprint = property(get_ssl_accept_server_cert_fingerprint, None)

Default Value

""

Remarks

The hex-encoded, 16-byte MD5 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: bc:2a:72:af:fe:58:17:43:7a:5f:ba:5a:7c:90:f7:02

This property is read-only.

ssl_accept_server_cert_fingerprint_sha1 Property

The hex-encoded, 20-byte SHA-1 fingerprint of the certificate.

Syntax

def get_ssl_accept_server_cert_fingerprint_sha1() -> str: ...

ssl_accept_server_cert_fingerprint_sha1 = property(get_ssl_accept_server_cert_fingerprint_sha1, None)

Default Value

""

Remarks

The hex-encoded, 20-byte SHA-1 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 30:7b:fa:38:65:83:ff:da:b4:4e:07:3f:17:b8:a4:ed:80:be:ff:84

This property is read-only.

ssl_accept_server_cert_fingerprint_sha256 Property

The hex-encoded, 32-byte SHA-256 fingerprint of the certificate.

Syntax

def get_ssl_accept_server_cert_fingerprint_sha256() -> str: ...

ssl_accept_server_cert_fingerprint_sha256 = property(get_ssl_accept_server_cert_fingerprint_sha256, None)

Default Value

""

Remarks

The hex-encoded, 32-byte SHA-256 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 6a:80:5c:33:a9:43:ea:b0:96:12:8a:64:96:30:ef:4a:8a:96:86:ce:f4:c7:be:10:24:8e:2b:60:9e:f3:59:53

This property is read-only.

ssl_accept_server_cert_issuer Property

The issuer of the certificate.

Syntax

def get_ssl_accept_server_cert_issuer() -> str: ...

ssl_accept_server_cert_issuer = property(get_ssl_accept_server_cert_issuer, None)

Default Value

""

Remarks

The issuer of the certificate. This property contains a string representation of the name of the issuing authority for the certificate.

This property is read-only.

ssl_accept_server_cert_private_key Property

The private key of the certificate (if available).

Syntax

def get_ssl_accept_server_cert_private_key() -> str: ...

ssl_accept_server_cert_private_key = property(get_ssl_accept_server_cert_private_key, None)

Default Value

""

Remarks

The private key of the certificate (if available). The key is provided as PEM/Base64-encoded data.

Note: The ssl_accept_server_cert_private_key may be available but not exportable. In this case, ssl_accept_server_cert_private_key returns an empty string.

This property is read-only.

ssl_accept_server_cert_private_key_available Property

Whether a PrivateKey is available for the selected certificate.

Syntax

def get_ssl_accept_server_cert_private_key_available() -> bool: ...

ssl_accept_server_cert_private_key_available = property(get_ssl_accept_server_cert_private_key_available, None)

Default Value

FALSE

Remarks

Whether a ssl_accept_server_cert_private_key is available for the selected certificate. If ssl_accept_server_cert_private_key_available is True, the certificate may be used for authentication purposes (e.g., server authentication).

This property is read-only.

ssl_accept_server_cert_private_key_container Property

The name of the PrivateKey container for the certificate (if available).

Syntax

def get_ssl_accept_server_cert_private_key_container() -> str: ...

ssl_accept_server_cert_private_key_container = property(get_ssl_accept_server_cert_private_key_container, None)

Default Value

""

Remarks

The name of the ssl_accept_server_cert_private_key container for the certificate (if available). This functionality is available only on Windows platforms.

This property is read-only.

ssl_accept_server_cert_public_key Property

The public key of the certificate.

Syntax

def get_ssl_accept_server_cert_public_key() -> str: ...

ssl_accept_server_cert_public_key = property(get_ssl_accept_server_cert_public_key, None)

Default Value

""

Remarks

The public key of the certificate. The key is provided as PEM/Base64-encoded data.

This property is read-only.

ssl_accept_server_cert_public_key_algorithm Property

The textual description of the certificate's public key algorithm.

Syntax

def get_ssl_accept_server_cert_public_key_algorithm() -> str: ...

ssl_accept_server_cert_public_key_algorithm = property(get_ssl_accept_server_cert_public_key_algorithm, None)

Default Value

""

Remarks

The textual description of the certificate's public key algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_DH") or an object identifier (OID) string representing the algorithm.

This property is read-only.

ssl_accept_server_cert_public_key_length Property

The length of the certificate's public key (in bits).

Syntax

def get_ssl_accept_server_cert_public_key_length() -> int: ...

ssl_accept_server_cert_public_key_length = property(get_ssl_accept_server_cert_public_key_length, None)

Default Value

0

Remarks

The length of the certificate's public key (in bits). Common values are 512, 1024, and 2048.

This property is read-only.

ssl_accept_server_cert_serial_number Property

The serial number of the certificate encoded as a string.

Syntax

def get_ssl_accept_server_cert_serial_number() -> str: ...

ssl_accept_server_cert_serial_number = property(get_ssl_accept_server_cert_serial_number, None)

Default Value

""

Remarks

The serial number of the certificate encoded as a string. The number is encoded as a series of hexadecimal digits, with each pair representing a byte of the serial number.

This property is read-only.

ssl_accept_server_cert_signature_algorithm Property

The text description of the certificate's signature algorithm.

Syntax

def get_ssl_accept_server_cert_signature_algorithm() -> str: ...

ssl_accept_server_cert_signature_algorithm = property(get_ssl_accept_server_cert_signature_algorithm, None)

Default Value

""

Remarks

The text description of the certificate's signature algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_MD5RSA") or an object identifier (OID) string representing the algorithm.

This property is read-only.

ssl_accept_server_cert_store Property

The name of the certificate store for the client certificate.

Syntax

def get_ssl_accept_server_cert_store() -> bytes: ...
def set_ssl_accept_server_cert_store(value: bytes) -> None: ...

ssl_accept_server_cert_store = property(get_ssl_accept_server_cert_store, set_ssl_accept_server_cert_store)

Default Value

"MY"

Remarks

The name of the certificate store for the client certificate.

The ssl_accept_server_cert_store_type property denotes the type of the certificate store specified by ssl_accept_server_cert_store. If the store is password-protected, specify the password in ssl_accept_server_cert_store_password.

ssl_accept_server_cert_store is used in conjunction with the ssl_accept_server_cert_subject property to specify client certificates. If ssl_accept_server_cert_store has a value, and ssl_accept_server_cert_subject or ssl_accept_server_cert_encoded is set, a search for a certificate is initiated. Please see the ssl_accept_server_cert_subject property for details.

Designations of certificate stores are platform dependent.

The following designations are the most common User and Machine certificate stores in Windows:

When the certificate store type is cstPFXFile, this property must be set to the name of the file. When the type is cstPFXBlob, the property must be set to the binary contents of a PFX file (i.e., PKCS#12 certificate store).

ssl_accept_server_cert_store_password Property

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

Syntax

def get_ssl_accept_server_cert_store_password() -> str: ...
def set_ssl_accept_server_cert_store_password(value: str) -> None: ...

ssl_accept_server_cert_store_password = property(get_ssl_accept_server_cert_store_password, set_ssl_accept_server_cert_store_password)

Default Value

""

Remarks

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

ssl_accept_server_cert_store_type Property

The type of certificate store for this certificate.

Syntax

def get_ssl_accept_server_cert_store_type() -> int: ...
def set_ssl_accept_server_cert_store_type(value: int) -> None: ...

ssl_accept_server_cert_store_type = property(get_ssl_accept_server_cert_store_type, set_ssl_accept_server_cert_store_type)

Default Value

0

Remarks

The type of certificate store for this certificate.

The class supports both public and private keys in a variety of formats. When the cstAuto value is used, the class will automatically determine the type. This property can take one of the following values:

ssl_accept_server_cert_subject_alt_names Property

Comma-separated lists of alternative subject names for the certificate.

Syntax

def get_ssl_accept_server_cert_subject_alt_names() -> str: ...

ssl_accept_server_cert_subject_alt_names = property(get_ssl_accept_server_cert_subject_alt_names, None)

Default Value

""

Remarks

Comma-separated lists of alternative subject names for the certificate.

This property is read-only.

ssl_accept_server_cert_thumbprint_md5 Property

The MD5 hash of the certificate.

Syntax

def get_ssl_accept_server_cert_thumbprint_md5() -> str: ...

ssl_accept_server_cert_thumbprint_md5 = property(get_ssl_accept_server_cert_thumbprint_md5, None)

Default Value

""

Remarks

The MD5 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_accept_server_cert_thumbprint_sha1 Property

The SHA-1 hash of the certificate.

Syntax

def get_ssl_accept_server_cert_thumbprint_sha1() -> str: ...

ssl_accept_server_cert_thumbprint_sha1 = property(get_ssl_accept_server_cert_thumbprint_sha1, None)

Default Value

""

Remarks

The SHA-1 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_accept_server_cert_thumbprint_sha256 Property

The SHA-256 hash of the certificate.

Syntax

def get_ssl_accept_server_cert_thumbprint_sha256() -> str: ...

ssl_accept_server_cert_thumbprint_sha256 = property(get_ssl_accept_server_cert_thumbprint_sha256, None)

Default Value

""

Remarks

The SHA-256 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_accept_server_cert_usage Property

The text description of UsageFlags .

Syntax

def get_ssl_accept_server_cert_usage() -> str: ...

ssl_accept_server_cert_usage = property(get_ssl_accept_server_cert_usage, None)

Default Value

""

Remarks

The text description of ssl_accept_server_cert_usage_flags.

This value will be one or more of the following strings and will be separated by commas:

• Digital Signature
• Non-Repudiation
• Key Encipherment
• Data Encipherment
• Key Agreement
• Certificate Signing
• CRL Signing
• Encipher Only

If the provider is OpenSSL, the value is a comma-separated list of X.509 certificate extension names.

This property is read-only.

ssl_accept_server_cert_usage_flags Property

The flags that show intended use for the certificate.

Syntax

def get_ssl_accept_server_cert_usage_flags() -> int: ...

ssl_accept_server_cert_usage_flags = property(get_ssl_accept_server_cert_usage_flags, None)

Default Value

0

Remarks

The flags that show intended use for the certificate. The value of ssl_accept_server_cert_usage_flags is a combination of the following flags:

Please see the ssl_accept_server_cert_usage property for a text representation of ssl_accept_server_cert_usage_flags.

This functionality currently is not available when the provider is OpenSSL.

This property is read-only.

ssl_accept_server_cert_version Property

The certificate's version number.

Syntax

def get_ssl_accept_server_cert_version() -> str: ...

ssl_accept_server_cert_version = property(get_ssl_accept_server_cert_version, None)

Default Value

""

Remarks

The certificate's version number. The possible values are the strings "V1", "V2", and "V3".

This property is read-only.

ssl_accept_server_cert_subject Property

The subject of the certificate used for client authentication.

Syntax

def get_ssl_accept_server_cert_subject() -> str: ...
def set_ssl_accept_server_cert_subject(value: str) -> None: ...

ssl_accept_server_cert_subject = property(get_ssl_accept_server_cert_subject, set_ssl_accept_server_cert_subject)

Default Value

""

Remarks

The subject of the certificate used for client authentication.

This property must be set after all other certificate properties are set. When this property is set, a search is performed in the current certificate store to locate a certificate with a matching subject.

If a matching certificate is found, the property is set to the full subject of the matching certificate.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks a random certificate in the certificate store.

The certificate subject is a comma-separated list of distinguished name fields and values. For instance, "CN=www.server.com, OU=test, C=US, E=support@nsoftware.com". Common fields and their meanings are as follows:

If a field value contains a comma, it must be quoted.

ssl_accept_server_cert_encoded Property

The certificate (PEM/Base64 encoded).

Syntax

def get_ssl_accept_server_cert_encoded() -> bytes: ...
def set_ssl_accept_server_cert_encoded(value: bytes) -> None: ...

ssl_accept_server_cert_encoded = property(get_ssl_accept_server_cert_encoded, set_ssl_accept_server_cert_encoded)

Default Value

""

Remarks

The certificate (PEM/Base64 encoded). This property is used to assign a specific certificate. The ssl_accept_server_cert_store and ssl_accept_server_cert_subject properties also may be used to specify a certificate.

When ssl_accept_server_cert_encoded is set, a search is initiated in the current ssl_accept_server_cert_store for the private key of the certificate. If the key is found, ssl_accept_server_cert_subject is updated to reflect the full subject of the selected certificate; otherwise, ssl_accept_server_cert_subject is set to an empty string.

ssl_cert_effective_date Property

The date on which this certificate becomes valid.

Syntax

def get_ssl_cert_effective_date() -> str: ...

ssl_cert_effective_date = property(get_ssl_cert_effective_date, None)

Default Value

""

Remarks

The date on which this certificate becomes valid. Before this date, it is not valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2000 15:00:00.

This property is read-only.

ssl_cert_expiration_date Property

The date on which the certificate expires.

Syntax

def get_ssl_cert_expiration_date() -> str: ...

ssl_cert_expiration_date = property(get_ssl_cert_expiration_date, None)

Default Value

""

Remarks

The date on which the certificate expires. After this date, the certificate will no longer be valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2001 15:00:00.

This property is read-only.

ssl_cert_extended_key_usage Property

A comma-delimited list of extended key usage identifiers.

Syntax

def get_ssl_cert_extended_key_usage() -> str: ...

ssl_cert_extended_key_usage = property(get_ssl_cert_extended_key_usage, None)

Default Value

""

Remarks

A comma-delimited list of extended key usage identifiers. These are the same as ASN.1 object identifiers (OIDs).

This property is read-only.

ssl_cert_fingerprint Property

The hex-encoded, 16-byte MD5 fingerprint of the certificate.

Syntax

def get_ssl_cert_fingerprint() -> str: ...

ssl_cert_fingerprint = property(get_ssl_cert_fingerprint, None)

Default Value

""

Remarks

The hex-encoded, 16-byte MD5 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: bc:2a:72:af:fe:58:17:43:7a:5f:ba:5a:7c:90:f7:02

This property is read-only.

ssl_cert_fingerprint_sha1 Property

The hex-encoded, 20-byte SHA-1 fingerprint of the certificate.

Syntax

def get_ssl_cert_fingerprint_sha1() -> str: ...

ssl_cert_fingerprint_sha1 = property(get_ssl_cert_fingerprint_sha1, None)

Default Value

""

Remarks

The hex-encoded, 20-byte SHA-1 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 30:7b:fa:38:65:83:ff:da:b4:4e:07:3f:17:b8:a4:ed:80:be:ff:84

This property is read-only.

ssl_cert_fingerprint_sha256 Property

The hex-encoded, 32-byte SHA-256 fingerprint of the certificate.

Syntax

def get_ssl_cert_fingerprint_sha256() -> str: ...

ssl_cert_fingerprint_sha256 = property(get_ssl_cert_fingerprint_sha256, None)

Default Value

""

Remarks

The hex-encoded, 32-byte SHA-256 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 6a:80:5c:33:a9:43:ea:b0:96:12:8a:64:96:30:ef:4a:8a:96:86:ce:f4:c7:be:10:24:8e:2b:60:9e:f3:59:53

This property is read-only.

ssl_cert_issuer Property

The issuer of the certificate.

Syntax

def get_ssl_cert_issuer() -> str: ...

ssl_cert_issuer = property(get_ssl_cert_issuer, None)

Default Value

""

Remarks

The issuer of the certificate. This property contains a string representation of the name of the issuing authority for the certificate.

This property is read-only.

ssl_cert_private_key Property

The private key of the certificate (if available).

Syntax

def get_ssl_cert_private_key() -> str: ...

ssl_cert_private_key = property(get_ssl_cert_private_key, None)

Default Value

""

Remarks

The private key of the certificate (if available). The key is provided as PEM/Base64-encoded data.

Note: The ssl_cert_private_key may be available but not exportable. In this case, ssl_cert_private_key returns an empty string.

This property is read-only.

ssl_cert_private_key_available Property

Whether a PrivateKey is available for the selected certificate.

Syntax

def get_ssl_cert_private_key_available() -> bool: ...

ssl_cert_private_key_available = property(get_ssl_cert_private_key_available, None)

Default Value

FALSE

Remarks

Whether a ssl_cert_private_key is available for the selected certificate. If ssl_cert_private_key_available is True, the certificate may be used for authentication purposes (e.g., server authentication).

This property is read-only.

ssl_cert_private_key_container Property

The name of the PrivateKey container for the certificate (if available).

Syntax

def get_ssl_cert_private_key_container() -> str: ...

ssl_cert_private_key_container = property(get_ssl_cert_private_key_container, None)

Default Value

""

Remarks

The name of the ssl_cert_private_key container for the certificate (if available). This functionality is available only on Windows platforms.

This property is read-only.

ssl_cert_public_key Property

The public key of the certificate.

Syntax

def get_ssl_cert_public_key() -> str: ...

ssl_cert_public_key = property(get_ssl_cert_public_key, None)

Default Value

""

Remarks

The public key of the certificate. The key is provided as PEM/Base64-encoded data.

This property is read-only.

ssl_cert_public_key_algorithm Property

The textual description of the certificate's public key algorithm.

Syntax

def get_ssl_cert_public_key_algorithm() -> str: ...

ssl_cert_public_key_algorithm = property(get_ssl_cert_public_key_algorithm, None)

Default Value

""

Remarks

The textual description of the certificate's public key algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_DH") or an object identifier (OID) string representing the algorithm.

This property is read-only.

ssl_cert_public_key_length Property

The length of the certificate's public key (in bits).

Syntax

def get_ssl_cert_public_key_length() -> int: ...

ssl_cert_public_key_length = property(get_ssl_cert_public_key_length, None)

Default Value

0

Remarks

The length of the certificate's public key (in bits). Common values are 512, 1024, and 2048.

This property is read-only.

ssl_cert_serial_number Property

The serial number of the certificate encoded as a string.

Syntax

def get_ssl_cert_serial_number() -> str: ...

ssl_cert_serial_number = property(get_ssl_cert_serial_number, None)

Default Value

""

Remarks

The serial number of the certificate encoded as a string. The number is encoded as a series of hexadecimal digits, with each pair representing a byte of the serial number.

This property is read-only.

ssl_cert_signature_algorithm Property

The text description of the certificate's signature algorithm.

Syntax

def get_ssl_cert_signature_algorithm() -> str: ...

ssl_cert_signature_algorithm = property(get_ssl_cert_signature_algorithm, None)

Default Value

""

Remarks

The text description of the certificate's signature algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_MD5RSA") or an object identifier (OID) string representing the algorithm.

This property is read-only.

ssl_cert_store Property

The name of the certificate store for the client certificate.

Syntax

def get_ssl_cert_store() -> bytes: ...
def set_ssl_cert_store(value: bytes) -> None: ...

ssl_cert_store = property(get_ssl_cert_store, set_ssl_cert_store)

Default Value

"MY"

Remarks

The name of the certificate store for the client certificate.

The ssl_cert_store_type property denotes the type of the certificate store specified by ssl_cert_store. If the store is password-protected, specify the password in ssl_cert_store_password.

ssl_cert_store is used in conjunction with the ssl_cert_subject property to specify client certificates. If ssl_cert_store has a value, and ssl_cert_subject or ssl_cert_encoded is set, a search for a certificate is initiated. Please see the ssl_cert_subject property for details.

Designations of certificate stores are platform dependent.

The following designations are the most common User and Machine certificate stores in Windows:

When the certificate store type is cstPFXFile, this property must be set to the name of the file. When the type is cstPFXBlob, the property must be set to the binary contents of a PFX file (i.e., PKCS#12 certificate store).

ssl_cert_store_password Property

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

Syntax

def get_ssl_cert_store_password() -> str: ...
def set_ssl_cert_store_password(value: str) -> None: ...

ssl_cert_store_password = property(get_ssl_cert_store_password, set_ssl_cert_store_password)

Default Value

""

Remarks

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

ssl_cert_store_type Property

The type of certificate store for this certificate.

Syntax

def get_ssl_cert_store_type() -> int: ...
def set_ssl_cert_store_type(value: int) -> None: ...

ssl_cert_store_type = property(get_ssl_cert_store_type, set_ssl_cert_store_type)

Default Value

0

Remarks

The type of certificate store for this certificate.

The class supports both public and private keys in a variety of formats. When the cstAuto value is used, the class will automatically determine the type. This property can take one of the following values:

ssl_cert_subject_alt_names Property

Comma-separated lists of alternative subject names for the certificate.

Syntax

def get_ssl_cert_subject_alt_names() -> str: ...

ssl_cert_subject_alt_names = property(get_ssl_cert_subject_alt_names, None)

Default Value

""

Remarks

Comma-separated lists of alternative subject names for the certificate.

This property is read-only.

ssl_cert_thumbprint_md5 Property

The MD5 hash of the certificate.

Syntax

def get_ssl_cert_thumbprint_md5() -> str: ...

ssl_cert_thumbprint_md5 = property(get_ssl_cert_thumbprint_md5, None)

Default Value

""

Remarks

The MD5 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_cert_thumbprint_sha1 Property

The SHA-1 hash of the certificate.

Syntax

def get_ssl_cert_thumbprint_sha1() -> str: ...

ssl_cert_thumbprint_sha1 = property(get_ssl_cert_thumbprint_sha1, None)

Default Value

""

Remarks

The SHA-1 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_cert_thumbprint_sha256 Property

The SHA-256 hash of the certificate.

Syntax

def get_ssl_cert_thumbprint_sha256() -> str: ...

ssl_cert_thumbprint_sha256 = property(get_ssl_cert_thumbprint_sha256, None)

Default Value

""

Remarks

The SHA-256 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_cert_usage Property

The text description of UsageFlags .

Syntax

def get_ssl_cert_usage() -> str: ...

ssl_cert_usage = property(get_ssl_cert_usage, None)

Default Value

""

Remarks

The text description of ssl_cert_usage_flags.

This value will be one or more of the following strings and will be separated by commas:

• Digital Signature
• Non-Repudiation
• Key Encipherment
• Data Encipherment
• Key Agreement
• Certificate Signing
• CRL Signing
• Encipher Only

If the provider is OpenSSL, the value is a comma-separated list of X.509 certificate extension names.

This property is read-only.

ssl_cert_usage_flags Property

The flags that show intended use for the certificate.

Syntax

def get_ssl_cert_usage_flags() -> int: ...

ssl_cert_usage_flags = property(get_ssl_cert_usage_flags, None)

Default Value

0

Remarks

The flags that show intended use for the certificate. The value of ssl_cert_usage_flags is a combination of the following flags:

Please see the ssl_cert_usage property for a text representation of ssl_cert_usage_flags.

This functionality currently is not available when the provider is OpenSSL.

This property is read-only.

ssl_cert_version Property

The certificate's version number.

Syntax

def get_ssl_cert_version() -> str: ...

ssl_cert_version = property(get_ssl_cert_version, None)

Default Value

""

Remarks

The certificate's version number. The possible values are the strings "V1", "V2", and "V3".

This property is read-only.

ssl_cert_subject Property

The subject of the certificate used for client authentication.

Syntax

def get_ssl_cert_subject() -> str: ...
def set_ssl_cert_subject(value: str) -> None: ...

ssl_cert_subject = property(get_ssl_cert_subject, set_ssl_cert_subject)

Default Value

""

Remarks

The subject of the certificate used for client authentication.

This property must be set after all other certificate properties are set. When this property is set, a search is performed in the current certificate store to locate a certificate with a matching subject.

If a matching certificate is found, the property is set to the full subject of the matching certificate.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks a random certificate in the certificate store.

The certificate subject is a comma-separated list of distinguished name fields and values. For instance, "CN=www.server.com, OU=test, C=US, E=support@nsoftware.com". Common fields and their meanings are as follows:

If a field value contains a comma, it must be quoted.

ssl_cert_encoded Property

The certificate (PEM/Base64 encoded).

Syntax

def get_ssl_cert_encoded() -> bytes: ...
def set_ssl_cert_encoded(value: bytes) -> None: ...

ssl_cert_encoded = property(get_ssl_cert_encoded, set_ssl_cert_encoded)

Default Value

""

Remarks

The certificate (PEM/Base64 encoded). This property is used to assign a specific certificate. The ssl_cert_store and ssl_cert_subject properties also may be used to specify a certificate.

When ssl_cert_encoded is set, a search is initiated in the current ssl_cert_store for the private key of the certificate. If the key is found, ssl_cert_subject is updated to reflect the full subject of the selected certificate; otherwise, ssl_cert_subject is set to an empty string.

ssl_provider Property

The Secure Sockets Layer/Transport Layer Security (SSL/TLS) implementation to use.

Syntax

def get_ssl_provider() -> int: ...
def set_ssl_provider(value: int) -> None: ...

ssl_provider = property(get_ssl_provider, set_ssl_provider)

Default Value

0

Remarks

This property specifies the SSL/TLS implementation to use. In most cases the default value of 0 (Automatic) is recommended and should not be changed. When set to 0 (Automatic), the class will select whether to use the platform implementation or the internal implementation depending on the operating system as well as the TLS version being used.

Possible values are as follows:

In most cases using the default value (Automatic) is recommended. The class will select a provider depending on the current platform.

When Automatic is selected, on Windows, the class will use the platform implementation. On Linux/macOS, the class will use the internal implementation. When TLS 1.3 is enabled via SSLEnabledProtocols, the internal implementation is used on all platforms.

ssl_server_cert_effective_date Property

The date on which this certificate becomes valid.

Syntax

def get_ssl_server_cert_effective_date() -> str: ...

ssl_server_cert_effective_date = property(get_ssl_server_cert_effective_date, None)

Default Value

""

Remarks

The date on which this certificate becomes valid. Before this date, it is not valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2000 15:00:00.

This property is read-only.

ssl_server_cert_expiration_date Property

The date on which the certificate expires.

Syntax

def get_ssl_server_cert_expiration_date() -> str: ...

ssl_server_cert_expiration_date = property(get_ssl_server_cert_expiration_date, None)

Default Value

""

Remarks

The date on which the certificate expires. After this date, the certificate will no longer be valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2001 15:00:00.

This property is read-only.

ssl_server_cert_extended_key_usage Property

A comma-delimited list of extended key usage identifiers.

Syntax

def get_ssl_server_cert_extended_key_usage() -> str: ...

ssl_server_cert_extended_key_usage = property(get_ssl_server_cert_extended_key_usage, None)

Default Value

""

Remarks

A comma-delimited list of extended key usage identifiers. These are the same as ASN.1 object identifiers (OIDs).

This property is read-only.

ssl_server_cert_fingerprint Property

The hex-encoded, 16-byte MD5 fingerprint of the certificate.

Syntax

def get_ssl_server_cert_fingerprint() -> str: ...

ssl_server_cert_fingerprint = property(get_ssl_server_cert_fingerprint, None)

Default Value

""

Remarks

The hex-encoded, 16-byte MD5 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: bc:2a:72:af:fe:58:17:43:7a:5f:ba:5a:7c:90:f7:02

This property is read-only.

ssl_server_cert_fingerprint_sha1 Property

The hex-encoded, 20-byte SHA-1 fingerprint of the certificate.

Syntax

def get_ssl_server_cert_fingerprint_sha1() -> str: ...

ssl_server_cert_fingerprint_sha1 = property(get_ssl_server_cert_fingerprint_sha1, None)

Default Value

""

Remarks

The hex-encoded, 20-byte SHA-1 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 30:7b:fa:38:65:83:ff:da:b4:4e:07:3f:17:b8:a4:ed:80:be:ff:84

This property is read-only.

ssl_server_cert_fingerprint_sha256 Property

The hex-encoded, 32-byte SHA-256 fingerprint of the certificate.

Syntax

def get_ssl_server_cert_fingerprint_sha256() -> str: ...

ssl_server_cert_fingerprint_sha256 = property(get_ssl_server_cert_fingerprint_sha256, None)

Default Value

""

Remarks

The hex-encoded, 32-byte SHA-256 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 6a:80:5c:33:a9:43:ea:b0:96:12:8a:64:96:30:ef:4a:8a:96:86:ce:f4:c7:be:10:24:8e:2b:60:9e:f3:59:53

This property is read-only.

ssl_server_cert_issuer Property

The issuer of the certificate.

Syntax

def get_ssl_server_cert_issuer() -> str: ...

ssl_server_cert_issuer = property(get_ssl_server_cert_issuer, None)

Default Value

""

Remarks

The issuer of the certificate. This property contains a string representation of the name of the issuing authority for the certificate.

This property is read-only.

ssl_server_cert_private_key Property

The private key of the certificate (if available).

Syntax

def get_ssl_server_cert_private_key() -> str: ...

ssl_server_cert_private_key = property(get_ssl_server_cert_private_key, None)

Default Value

""

Remarks

The private key of the certificate (if available). The key is provided as PEM/Base64-encoded data.

Note: The ssl_server_cert_private_key may be available but not exportable. In this case, ssl_server_cert_private_key returns an empty string.

This property is read-only.

ssl_server_cert_private_key_available Property

Whether a PrivateKey is available for the selected certificate.

Syntax

def get_ssl_server_cert_private_key_available() -> bool: ...

ssl_server_cert_private_key_available = property(get_ssl_server_cert_private_key_available, None)

Default Value

FALSE

Remarks

Whether a ssl_server_cert_private_key is available for the selected certificate. If ssl_server_cert_private_key_available is True, the certificate may be used for authentication purposes (e.g., server authentication).

This property is read-only.

ssl_server_cert_private_key_container Property

The name of the PrivateKey container for the certificate (if available).

Syntax

def get_ssl_server_cert_private_key_container() -> str: ...

ssl_server_cert_private_key_container = property(get_ssl_server_cert_private_key_container, None)

Default Value

""

Remarks

The name of the ssl_server_cert_private_key container for the certificate (if available). This functionality is available only on Windows platforms.

This property is read-only.

ssl_server_cert_public_key Property

The public key of the certificate.

Syntax

def get_ssl_server_cert_public_key() -> str: ...

ssl_server_cert_public_key = property(get_ssl_server_cert_public_key, None)

Default Value

""

Remarks

The public key of the certificate. The key is provided as PEM/Base64-encoded data.

This property is read-only.

ssl_server_cert_public_key_algorithm Property

The textual description of the certificate's public key algorithm.

Syntax

def get_ssl_server_cert_public_key_algorithm() -> str: ...

ssl_server_cert_public_key_algorithm = property(get_ssl_server_cert_public_key_algorithm, None)

Default Value

""

Remarks

The textual description of the certificate's public key algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_DH") or an object identifier (OID) string representing the algorithm.

This property is read-only.

ssl_server_cert_public_key_length Property

The length of the certificate's public key (in bits).

Syntax

def get_ssl_server_cert_public_key_length() -> int: ...

ssl_server_cert_public_key_length = property(get_ssl_server_cert_public_key_length, None)

Default Value

0

Remarks

The length of the certificate's public key (in bits). Common values are 512, 1024, and 2048.

This property is read-only.

ssl_server_cert_serial_number Property

The serial number of the certificate encoded as a string.

Syntax

def get_ssl_server_cert_serial_number() -> str: ...

ssl_server_cert_serial_number = property(get_ssl_server_cert_serial_number, None)

Default Value

""

Remarks

The serial number of the certificate encoded as a string. The number is encoded as a series of hexadecimal digits, with each pair representing a byte of the serial number.

This property is read-only.

ssl_server_cert_signature_algorithm Property

The text description of the certificate's signature algorithm.

Syntax

def get_ssl_server_cert_signature_algorithm() -> str: ...

ssl_server_cert_signature_algorithm = property(get_ssl_server_cert_signature_algorithm, None)

Default Value

""

Remarks

The text description of the certificate's signature algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_MD5RSA") or an object identifier (OID) string representing the algorithm.

This property is read-only.

ssl_server_cert_store Property

The name of the certificate store for the client certificate.

Syntax

def get_ssl_server_cert_store() -> bytes: ...

ssl_server_cert_store = property(get_ssl_server_cert_store, None)

Default Value

"MY"

Remarks

The name of the certificate store for the client certificate.

The ssl_server_cert_store_type property denotes the type of the certificate store specified by ssl_server_cert_store. If the store is password-protected, specify the password in ssl_server_cert_store_password.

ssl_server_cert_store is used in conjunction with the ssl_server_cert_subject property to specify client certificates. If ssl_server_cert_store has a value, and ssl_server_cert_subject or ssl_server_cert_encoded is set, a search for a certificate is initiated. Please see the ssl_server_cert_subject property for details.

Designations of certificate stores are platform dependent.

The following designations are the most common User and Machine certificate stores in Windows:

When the certificate store type is cstPFXFile, this property must be set to the name of the file. When the type is cstPFXBlob, the property must be set to the binary contents of a PFX file (i.e., PKCS#12 certificate store).

This property is read-only.

ssl_server_cert_store_password Property

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

Syntax

def get_ssl_server_cert_store_password() -> str: ...

ssl_server_cert_store_password = property(get_ssl_server_cert_store_password, None)

Default Value

""

Remarks

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

This property is read-only.

ssl_server_cert_store_type Property

The type of certificate store for this certificate.

Syntax

def get_ssl_server_cert_store_type() -> int: ...

ssl_server_cert_store_type = property(get_ssl_server_cert_store_type, None)

Default Value

0

Remarks

The type of certificate store for this certificate.

The class supports both public and private keys in a variety of formats. When the cstAuto value is used, the class will automatically determine the type. This property can take one of the following values:

This property is read-only.

ssl_server_cert_subject_alt_names Property

Comma-separated lists of alternative subject names for the certificate.

Syntax

def get_ssl_server_cert_subject_alt_names() -> str: ...

ssl_server_cert_subject_alt_names = property(get_ssl_server_cert_subject_alt_names, None)

Default Value

""

Remarks

Comma-separated lists of alternative subject names for the certificate.

This property is read-only.

ssl_server_cert_thumbprint_md5 Property

The MD5 hash of the certificate.

Syntax

def get_ssl_server_cert_thumbprint_md5() -> str: ...

ssl_server_cert_thumbprint_md5 = property(get_ssl_server_cert_thumbprint_md5, None)

Default Value

""

Remarks

The MD5 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_server_cert_thumbprint_sha1 Property

The SHA-1 hash of the certificate.

Syntax

def get_ssl_server_cert_thumbprint_sha1() -> str: ...

ssl_server_cert_thumbprint_sha1 = property(get_ssl_server_cert_thumbprint_sha1, None)

Default Value

""

Remarks

The SHA-1 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_server_cert_thumbprint_sha256 Property

The SHA-256 hash of the certificate.

Syntax

def get_ssl_server_cert_thumbprint_sha256() -> str: ...

ssl_server_cert_thumbprint_sha256 = property(get_ssl_server_cert_thumbprint_sha256, None)

Default Value

""

Remarks

The SHA-256 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

This property is read-only.

ssl_server_cert_usage Property

The text description of UsageFlags .

Syntax

def get_ssl_server_cert_usage() -> str: ...

ssl_server_cert_usage = property(get_ssl_server_cert_usage, None)

Default Value

""

Remarks

The text description of ssl_server_cert_usage_flags.

This value will be one or more of the following strings and will be separated by commas:

• Digital Signature
• Non-Repudiation
• Key Encipherment
• Data Encipherment
• Key Agreement
• Certificate Signing
• CRL Signing
• Encipher Only

If the provider is OpenSSL, the value is a comma-separated list of X.509 certificate extension names.

This property is read-only.

ssl_server_cert_usage_flags Property

The flags that show intended use for the certificate.

Syntax

def get_ssl_server_cert_usage_flags() -> int: ...

ssl_server_cert_usage_flags = property(get_ssl_server_cert_usage_flags, None)

Default Value

0

Remarks

The flags that show intended use for the certificate. The value of ssl_server_cert_usage_flags is a combination of the following flags:

Please see the ssl_server_cert_usage property for a text representation of ssl_server_cert_usage_flags.

This functionality currently is not available when the provider is OpenSSL.

This property is read-only.

ssl_server_cert_version Property

The certificate's version number.

Syntax

def get_ssl_server_cert_version() -> str: ...

ssl_server_cert_version = property(get_ssl_server_cert_version, None)

Default Value

""

Remarks

The certificate's version number. The possible values are the strings "V1", "V2", and "V3".

This property is read-only.

ssl_server_cert_subject Property

The subject of the certificate used for client authentication.

Syntax

def get_ssl_server_cert_subject() -> str: ...

ssl_server_cert_subject = property(get_ssl_server_cert_subject, None)

Default Value

""

Remarks

The subject of the certificate used for client authentication.

This property must be set after all other certificate properties are set. When this property is set, a search is performed in the current certificate store to locate a certificate with a matching subject.

If a matching certificate is found, the property is set to the full subject of the matching certificate.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks a random certificate in the certificate store.

The certificate subject is a comma-separated list of distinguished name fields and values. For instance, "CN=www.server.com, OU=test, C=US, E=support@nsoftware.com". Common fields and their meanings are as follows:

If a field value contains a comma, it must be quoted.

This property is read-only.

ssl_server_cert_encoded Property

The certificate (PEM/Base64 encoded).

Syntax

def get_ssl_server_cert_encoded() -> bytes: ...

ssl_server_cert_encoded = property(get_ssl_server_cert_encoded, None)

Default Value

""

Remarks

The certificate (PEM/Base64 encoded). This property is used to assign a specific certificate. The ssl_server_cert_store and ssl_server_cert_subject properties also may be used to specify a certificate.

When ssl_server_cert_encoded is set, a search is initiated in the current ssl_server_cert_store for the private key of the certificate. If the key is found, ssl_server_cert_subject is updated to reflect the full subject of the selected certificate; otherwise, ssl_server_cert_subject is set to an empty string.

This property is read-only.

start_date Property

Start date of requested transaction list.

Syntax

def get_start_date() -> str: ...
def set_start_date(value: str) -> None: ...

start_date = property(get_start_date, set_start_date)

Default Value

""

Remarks

This is a string representing the date at which to start listing transactions on the statement. Use this property and end_date to constrain the list of transactions retrieved when calling get_statement. When provided in the request, start_date value will be echoed in the server's response.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

timeout Property

The timeout for the class.

Syntax

def get_timeout() -> int: ...
def set_timeout(value: int) -> None: ...

timeout = property(get_timeout, set_timeout)

Default Value

60

Remarks

If the timeout property is set to 0, all operations will run uninterrupted until successful completion or an error condition is encountered.

If timeout is set to a positive value, the class will wait for the operation to complete before returning control.

The class will use do_events to enter an efficient wait loop during any potential waiting period, making sure that all system events are processed immediately as they arrive. This ensures that the host application does not freeze and remains responsive.

If timeout expires, and the operation is not yet complete, the class fails with an error.

Note: By default, all timeouts are inactivity timeouts, that is, the timeout period is extended by timeout seconds when any amount of data is successfully sent or received.

The default value for the timeout property is 60 seconds.

tx_count Property

The number of records in the Tx arrays.

Syntax

def get_tx_count() -> int: ...

tx_count = property(get_tx_count, None)

Default Value

0

Remarks

This property controls the size of the following arrays:

• tx_aggregate
• tx_amount
• tx_check_number
• tx_date
• tx_date_posted
• tx_fitid
• tx_image_ref
• tx_image_ref_type
• tx_memo
• tx_payee_name
• tx_type
• tx_type_description

The array indices start at 0 and end at tx_count - 1.

This property is read-only.

tx_aggregate Property

Wrapper for a bank transaction.

Syntax

def get_tx_aggregate(tx_index: int) -> str: ...

Default Value

""

Remarks

Wrapper for a bank transaction.

Each bank transaction aggregate contains data (elements and values) associated with the following properties:

• tx_amount
• tx_check_number
• tx_date_posted
• tx_fitid
• tx_memo
• tx_payee_name
• tx_type
• tx_image_ref
• tx_image_ref_type

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the class's properties. However, some of these elements, and/or their potential values, may not be supported by the class. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate class or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of ofx_version that FI supports. If the original data is returned in SGML format, the class internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_amount Property

This is the amount of money exchanged during a given transaction.

Syntax

def get_tx_amount(tx_index: int) -> str: ...

Default Value

""

Remarks

This is the amount of money exchanged during a given transaction.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_check_number Property

The check number as found on the original check.

Syntax

def get_tx_check_number(tx_index: int) -> str: ...

Default Value

""

Remarks

The check number as found on the original check. Some stores that use electronic checks may put a randomly generated value in This property.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_date Property

This is the date the transaction was made by the account holder as recorded by the financial institution, stored as a string.

Syntax

def get_tx_date(tx_index: int) -> str: ...

Default Value

""

Remarks

This is the date the transaction was made by the account holder as recorded by the financial institution, stored as a string.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

Note: this property is optional. This is not applicable to loan accounts. If the server's response does not contain this information, querying this property will return an empty string.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_date_posted Property

This is the date the transaction was posted to the financial institution, stored as a string.

Syntax

def get_tx_date_posted(tx_index: int) -> str: ...

Default Value

""

Remarks

This is the date the transaction was posted to the financial institution, stored as a string.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_fitid Property

Transaction Id assigned by the financial institution.

Syntax

def get_tx_fitid(tx_index: int) -> str: ...

Default Value

""

Remarks

Transaction Id assigned by the financial institution.

This is a unique id number that the financial institution uses to identify a particular transaction. Its primary purpose is to allow a client to detect duplicate responses, whether the server previously downloaded the transaction.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_image_ref Property

Server specified unique identifier for the transaction image.

Syntax

def get_tx_image_ref(tx_index: int) -> str: ...

Default Value

""

Remarks

Server specified unique identifier for the transaction image.

This can be either image identifier (to be used during the request to retrieve the actual image when the get_image method is called) or URL, depending on the value of tx_image_ref_type.

Note: This is not applicable for credit card accounts.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_image_ref_type Property

Type of retrieval method for actual transaction image.

Syntax

def get_tx_image_ref_type(tx_index: int) -> str: ...

Default Value

""

Remarks

Type of retrieval method for actual transaction image.

If tx_image_ref is returned in the response, this can be either image identifier (to be used during the request for the image when the get_image method is called) or a URL.

Possible values for tx_image_ref_type are:

Note: This is not applicable for credit card accounts.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_memo Property

The memo property stores a notice from the payee to the customer as a string.

Syntax

def get_tx_memo(tx_index: int) -> str: ...

Default Value

""

Remarks

The memo property stores a notice from the payee to the customer as a string.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_payee_name Property

If This property has a value, the NAME element replaces the entire PAYEE aggregate in the request XML.

Syntax

def get_tx_payee_name(tx_index: int) -> str: ...

Default Value

""

Remarks

If This property has a value, the NAME element replaces the entire PAYEE aggregate in the request XML.

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_type Property

This is the type of transaction that was made on the account.

Syntax

def get_tx_type(tx_index: int) -> int: ...

Default Value

0

Remarks

This is the type of transaction that was made on the account. The effect on the account balance depends upon the sign of the amount, not upon the value of this transaction.

For example, if the amount is negative and the type is a credit, a negative credit is applied to the account. If the amount is negative and the type is debit, the amount is still debited from the account. A positive amount indicates the addition of money to the account, regardless of the type.

The types and their meanings are as follows:

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

tx_type_description Property

A description of the transaction type.

Syntax

def get_tx_type_description(tx_index: int) -> str: ...

Default Value

"Credit"

Remarks

A description of the transaction type. This is a string representation of the value returned by the tx_type property.

The values translate as follows:

The types and their meanings are as follows:

The tx_index parameter specifies the index of the item in the array. The size of the array is controlled by the tx_count property.

This property is read-only.

config Method

Sets or retrieves a configuration setting.

Syntax

def config(configuration_string: str) -> str: ...

Remarks

config is a generic method available in every class. It is used to set and retrieve configuration settings for the class.

These settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the class, access to these internal properties is provided through the config method.

To set a configuration setting named PROPERTY, you must call Config("PROPERTY=VALUE"), where VALUE is the value of the setting expressed as a string. For boolean values, use the strings "True", "False", "0", "1", "Yes", or "No" (case does not matter).

To read (query) the value of a configuration setting, you must call Config("PROPERTY"). The value will be returned as a string.

get_closing_info Method

Download a statement closing information for a bank account.

Syntax

def get_closing_info() -> None: ...

Remarks

This function generates the Signon and Bank Statement Closing Information request page, submits it to the financial institution via secure HTTPS Post, receives and parses the closing statement information (that typically appears as part of a paper statement).

This information includes opening and closing dates and balances for a statement period, as well as a detailed breakdown of debits, credits, fees, and interest that are usually part of a paper statement. In addition to this information, you will also receive a date range for transactions that correspond to the closing statement. You can use this date range to retrieve transactions through statement download request (by calling the get_statement method).

The following properties should be set when this method is called:

• fi_id (required)
• fi_organization (required)
• fi_url (required)
• ofx_app_id (required)
• ofx_app_version (required)
• ofx_version (required if 2.x OFX version is the one supported by your FI)
• ofx_user (required)
• ofx_password (required)
• bank_id (required)
• account_id (required)
• account_type (required)

The client can also specify a date range (by setting the start_date and end_date properties) to limit the number of closing information aggregates that the server returns. If the client does not specify a date range, the server returns as many closing information aggregates as it can (which will be stored in closing_details).

If you want the server to return an image reference for each statement closing information, and if the server supports this service, you will have to set the include_images to True.

The following read-only properties are populated as a result of parsing the statement response:

• currency_code
• closing_details

get_image Method

Request and retrieve a check or statement image (if available).

Syntax

def get_image(image_ref: str, image_ref_type: str) -> bytes: ...

Remarks

This function generates the Signon and Download Image request page, submits it to the financial institution via secure HTTPS Post.

The requested image of a check or statement closing information is identified by ImageRef parameter. The type of this image reference should be specified by ImageRefType parameter.

Possible values and their meanings for the ImageRefType parameter are:

If you want the server to return image references for each transaction or statement closing information, and if the server supports image download service via OFX, you will have to set the include_images to True when either get_statement or get_closing_info method is called.

If available, then you can access that particular image by calling the GetImage method, where ImageRef parameter value is set to the image reference stored in tx_image_ref (or closing_detail_image_ref) and the ImageRefType parameter is set to the respective tx_image_ref_type (or closing_detail_image_ref_type) corresponding to the requested check or statement.

Upon successful response, the image content will be returned by this method. If you want the image to be saved to a file, you can set the image_file_name to a desired name without specifying the type. The file type will be set automatically depending on the image type supported by the server. Possible image types are: jpeg, tiff, png, pdf.

Otherwise, the class will throw an error.

Image download is available only for OFX version 2.1.1. When this method is called, the ofx_version is automatically set to '211'.

Note: Clients may request images in statement download and/or closing requests in various message sets. But not all FIs support image download. Prior to requesting these images, clients must verify that support exists on the server for image download. This is indicated by the presence of the IMAGEMSGSET aggregate in the profile response, as well as the IMAGEPROF aggregate in the profile response for the specific message set in question.

For instance, if a client wishes to request transaction images in the banking statement download request, the client must verify the presence of IMAGEMSGSET in the profile as well as transaction image support in the IMAGEPROF aggregate in the BANKMSGSET in the profile. Image download requests are allowed only in OFX 2.1.1 in the Banking, Credit Card, Loan and Investments message sets.

To verify whether your FI supports this service, you should check its profile (by calling the GetProfile method in FIProfile class) and check the values of FIMessageSetTxImage and FIMessageSetClosingInfoImage for each message set (bank, credit card, loan and investment).

get_statement Method

Download a bank statement.

Syntax

def get_statement() -> None: ...

Remarks

This function generates the Signon and Bank Statement request page, submits it to the financial institution via secure HTTPS Post, receives and parses the bank statement. Individual transactions are downloaded with the statement.

The following properties should be set when this method is called:

• fi_id (required)
• fi_organization (required)
• fi_url (required)
• ofx_app_id (required)
• ofx_app_version (required)
• ofx_version (required if 2.x OFX version is the one supported by your FI)
• ofx_user (required)
• ofx_password (required)
• bank_id (required)
• account_id (required)
• account_type (required)

You may constrain this transaction list by setting the start_date and end_date properties. The server will use default values if no dates are supplied.

If you want the server to return image references for each transaction, and if the server supports this service, you will have to set the include_images to True.

The following read-only properties are populated as a result of parsing the statement response:

• available_balance
• available_balance_date
• ledger_balance
• ledger_balance_date
• currency_code
• transactions

read_ofx_data_file Method

Reads an OFX response from a file.

Syntax

def read_ofx_data_file(file_name: str) -> None: ...

Remarks

This method reads a previously recorded OFX response from a file, including HTTP and OFX headers.

The following read-only properties are populated as a result of parsing the data file:

• available_balance
• available_balance_date
• ledger_balance
• ledger_balance_date
• currency_code
• transactions
• closing_details

reset Method

Reset the internal state of the class and all properties to their default values.

Syntax

def reset() -> None: ...

Remarks

The Reset method does not have any parameters and does not return any value.

write_ofx_data_file Method

Writes the OFX response sent by the server to a file.

Syntax

def write_ofx_data_file(file_name: str) -> None: ...

Remarks

This method records the entire OFX response, including HTTP and OFX headers to a file. This file can later be read and parsed by the read_ofx_data_file method as though it were a live response.

on_connection_status Event

Fired to indicate changes in the connection state.

Syntax

class BankStatementConnectionStatusEventParams(object):
  @property
  def connection_event() -> str: ...

  @property
  def status_code() -> int: ...

  @property
  def description() -> str: ...

# In class BankStatement:
@property
def on_connection_status() -> Callable[[BankStatementConnectionStatusEventParams], None]: ...
@on_connection_status.setter
def on_connection_status(event_hook: Callable[[BankStatementConnectionStatusEventParams], None]) -> None: ...

Remarks

This event is fired when the connection state changes: for example, completion of a firewall or proxy connection or completion of a security handshake.

The ConnectionEvent parameter indicates the type of connection event. Values may include the following:

on_error Event

Fired when information is available about errors during data delivery.

Syntax

class BankStatementErrorEventParams(object):
  @property
  def error_code() -> int: ...

  @property
  def description() -> str: ...

# In class BankStatement:
@property
def on_error() -> Callable[[BankStatementErrorEventParams], None]: ...
@on_error.setter
def on_error(event_hook: Callable[[BankStatementErrorEventParams], None]) -> None: ...

Remarks

The on_error event is fired in case of exceptional conditions during message processing. Normally the class fails with an error.

The ErrorCode parameter contains an error code, and the Description parameter contains a textual description of the error. For a list of valid error codes and their descriptions, please refer to the Error Codes section.

on_ssl_server_authentication Event

Fired after the server presents its certificate to the client.

Syntax

class BankStatementSSLServerAuthenticationEventParams(object):
  @property
  def cert_encoded() -> bytes: ...

  @property
  def cert_subject() -> str: ...

  @property
  def cert_issuer() -> str: ...

  @property
  def status() -> str: ...

  @property
  def accept() -> bool: ...
  @accept.setter
  def accept(value) -> None: ...

# In class BankStatement:
@property
def on_ssl_server_authentication() -> Callable[[BankStatementSSLServerAuthenticationEventParams], None]: ...
@on_ssl_server_authentication.setter
def on_ssl_server_authentication(event_hook: Callable[[BankStatementSSLServerAuthenticationEventParams], None]) -> None: ...

Remarks

During this event, the client can decide whether or not to continue with the connection process. The Accept parameter is a recommendation on whether to continue or close the connection. This is just a suggestion: application software must use its own logic to determine whether or not to continue.

When Accept is False, Status shows why the verification failed (otherwise, Status contains the string OK). If it is decided to continue, you can override and accept the certificate by setting the Accept parameter to True.

on_ssl_status Event

Fired when secure connection progress messages are available.

Syntax

class BankStatementSSLStatusEventParams(object):
  @property
  def message() -> str: ...

# In class BankStatement:
@property
def on_ssl_status() -> Callable[[BankStatementSSLStatusEventParams], None]: ...
@on_ssl_status.setter
def on_ssl_status(event_hook: Callable[[BankStatementSSLStatusEventParams], None]) -> None: ...

Remarks

The event is fired for informational and logging purposes only. This event tracks the progress of the connection.

BankStatement Config Settings

BankStatement Config Settings

OFX Config Settings

HTTP Config Settings

TCPClient Config Settings

SSL Config Settings

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
... Intermediate Cert ...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
... Root Cert ...
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
... Intermediate Cert ...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
... Root Cert ...
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
... Intermediate Cert...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
... Root Cert...
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

Socket Config Settings

Base Config Settings

BankStatement Errors

OFX Errors

The class may also return one of the following error codes, which are inherited from other classes.

XML Errors

HTTP Errors

The class may also return one of the following error codes, which are inherited from other classes.

TCPClient Errors

SSL Errors

TCP/IP Errors