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PocketSense Set Up

Question
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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
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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 PMModerator -
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
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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