Comments on: Replacing Microsoft Money, Part 5: OFX Scripts

By: Brian R.

Brian R. — Sun, 28 Mar 2010 18:17:00 +0000

After a lot of trial and error, I have determined that you can also download your USAA home equity line by using the following settings:

ACCTTYPE in your bat file must be CREDITLINE (rather than CHECKING or SAVINGS)

Account number must be preceded by leading zeroes to create a 14-digit account number. For example, account number 12345678 would be formatted as 00000012345678.

Brian

By: Brian R.

Brian R. — Sun, 28 Mar 2010 18:13:07 +0000

I can’t figure out how to edit so I’m posting a correction. In my previous post, I indicated that you needed to preface your checking and/or savings account number with two leading zeroes for USAA. This is correct. However, my example was incorrect. A correct example would be:

Account Number: 12345678
Needs to be formatted as: 0012345678

Effectively, they require 10-digit account numbers. Sorry for the mistake.

Brian

By: Brian R.

Brian R. — Sun, 28 Mar 2010 15:16:47 +0000

Also, I forgot to note that I has to put two leading zeroes in front of my account number in the script to get it to work. For instance, if my account number was 123456789, I had to put 00123456789 in the script.

Brian

By: Brian R.

Brian R. — Sun, 28 Mar 2010 15:15:11 +0000

Hello. Thanks for publishing these instructions and these scripts. I have been fretting about losing the transaction downloads and cash flow forecast for several months now.

One note regarding USAA. I have gotten this to work. But USAA users should be aware that you must use your USAA member number as the User ID and the 4-digit PIN as the password (not the UserID and password you use to logon to their web-site which are completely different).

Thanks again. I’m very happy that I’ll be able to run MS Money (hopefully) for years to come. Quicken just doesn’t cut it for me.

Brian

By: Ryan P.

Ryan P. — Mon, 22 Mar 2010 15:54:29 +0000

This is such a great find! Thanks to TFB and everyone else for the good information!

I have one problem…I bought MS Money in 2008, and it had a key good for I think 2 years. So now it’s expired, and it won’t let me enter new transactions. I still have the exe file I downloaded when I bought it, and that will let me run it in trial mode on a new computer for 60 days, so I’ve just been hopping through old computers in my house every 60 days to keep Money going. Does anybody have any suggestings for getting a new license to keep Money running (or some other way around this)?

Thanks!

By: ameridan

ameridan — Fri, 26 Feb 2010 00:23:29 +0000

For those that might be interested, I’ve come up with a method to run the OFX scripts (Bobby’s PocketSense in particular) from with the Money program to replace the “Update Online Information” function that we currently use. Although a shortcut in the Toolbar would have been my preferred method, this webpage approach doesn’t require any hacking into the program.

By: ameridan

ameridan — Tue, 23 Feb 2010 16:50:01 +0000

I’ve found (and published) a very populated file that Moneydance keeps up-to-date with FI settings that don’t seem to be available on the GnuCash site, for those trying to locate their settings for the OFX scripts.

http://microsoftmoneyoffline.wordpress.com/moneydance-ofx-settings/

ENJOY!

By: ameridan

ameridan — Tue, 23 Feb 2010 16:26:34 +0000

Try these:
“fiorg” = “Oppenheimer”
“fid” = “125″
“url” = “https://ofx.opco.com/eftxweb/access.ofx”

By: Michael

Michael — Tue, 23 Feb 2010 16:00:29 +0000

Bobby, thanks for the update. I feel safer.

I did try Quicken 2010 Deluxe, and boy is it ‘clunky’! Not a smooth GUI like Money.
Anyway, while trying Quicken, I noticed that I could get Oppenhiemer accounts.

Does anyboy out there access Oppenheimer with the OFX downloads? If so, what is their URL and FID codes, etc.

Thanks, Michael

By: Bobby

Bobby — Tue, 23 Feb 2010 14:10:03 +0000

Michael: Yes, the connection occurs via a secure, encrypted (HTTPS) connection. You may be interested in the modified scripts I put together too. I started with the stuff posted here, but modified quite a bit and wrapped the whole thing with a “user configuration” shell. The primary reason I headed down that path was to allow encryption of locally stored account info, including user-names and passwords, but I extended the effort a bit. You can read more @ http://sites.google.com/site/pocketsense/home/msmoneyfixp1 .