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PocketSense Set Up RRS feed

  • Question

  • I'm trying to get PocketSense to work and can't seem to find the right info for some of the fields in the sites.dat file. I have a Chase checking account and credit card, Amex cards, Capital One accounts, etc...where do I find the info for the details in the site file? I've used the link on the PocketSense site for OFX Home to find the details but it doesn't seem to provide enough to work for me. Maybe I'm missing something. 

    Where do I find the correct BankID, BrokerID, OFXver, AppID, etc? Current URLs as well?


    • Edited by msu50000 Saturday, February 3, 2018 12:33 PM addition
    Saturday, February 3, 2018 12:32 PM

All replies

  • https://microsoftmoneyoffline.wordpress.com/ has some recent Chase info. If that is not sufficient, let us know.

    You can also see Chase discussions on http://pocketsense.blogspot.com/2017/11/new-version-available-includes-yahoo.html#comment-form

    You may find Amex on the Ameridan site, but this may be right for you:

    <site>
        SiteName   : AmEx
        AcctType   : CCSTMT     #credit card
        fiorg      : AMEX
        fid        : 3101
        url        :  https://online.americanexpress.com/myca/ofxdl/desktop/desktopDownload.do?request_type=nl_ofxdownload
        bankid     :
        brokerid   :
        appid      :
        appver     :
        mininterval:
        timeOffset :
    </site>

    Saturday, February 3, 2018 3:12 PM
    Moderator
  • You don't need to populate every field for every site.  For example, here is my entry for my TDAmeritrade brokerage account:

    <site>
        SiteName   : TDAmeritrade
        AcctType   : INVSTMT
        fiorg      : Ameritrade.com
        fid        : 5024
        url        : https://ofxs.ameritrade.com/cgi-bin/apps/OFX
        bankid     :
        brokerid   : ameritrade.com
        appid      :
        appver     :
        mininterval: 7
        timeOffset :
    </site>

    All these entries (except the interval) are at: http://www.ofxhome.com/index.php/home/directory


    Bill Becker

    Saturday, February 3, 2018 3:15 PM
  • Chase no longer provides OFX downloads. I don't use PocketSense so I don't know if there is a workaround.  I download Chase files manually and use the qfx download (changing the extension to .ofx before importing into money), but I don't know if there is some trick to download and use the qfx file in PocketSense.
    Sunday, February 4, 2018 4:28 AM
  • Thank you for all of the information. I will be giving this a try soon. I've been traveling for work and haven't been able to devote much time to getting Pocketsense up and running. 

    AC

    Wednesday, February 14, 2018 1:35 PM