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OFX Schema for 401K Statement Import RRS feed

  • Question

  • Recently, my credit union stopped offering OFX statements for download.  I found that I can slightly modify the Quicken QFX statements so that they will import into Money.  I have not had the same success with Wells Fargo 401K QFX statements.  Does anyone have the OFXAnlyz.exe referenced on http://support.microsoft.com/kb/179836/en-us or a sample OFX statement that is known to work for 401K accounts?

     



    Saturday, September 13, 2014 11:18 AM

Answers

  • The program is called "OFXAnalyzer.exe" For my version, the  MD5 is c6ee73749bb5ce69b584a004f29a4e53 and the SHA1 is  28b3c24f1f1791dd8ad22556b52b274059bb0568 in case you want to confirm that what you have is the same as mine.

    You are getting into some challanging stuff.

    • Marked as answer by Robert Berus Saturday, September 13, 2014 10:58 PM
    Saturday, September 13, 2014 10:09 PM
    Moderator

All replies

  • The program is called "OFXAnalyzer.exe" For my version, the  MD5 is c6ee73749bb5ce69b584a004f29a4e53 and the SHA1 is  28b3c24f1f1791dd8ad22556b52b274059bb0568 in case you want to confirm that what you have is the same as mine.

    You are getting into some challanging stuff.

    • Marked as answer by Robert Berus Saturday, September 13, 2014 10:58 PM
    Saturday, September 13, 2014 10:09 PM
    Moderator
  • I couldn't even locate the executable.  The link in the KB is dead and a Google search yielded nothing.  I was able to find it using the filename you provided and identify what was causing Money to fail parsing the files QFX files I got from Wells Fargo's website.  My current idea is to write a simple VB.NET or C# application that will monitor my downloads folder for new QFX files, read the contents, output a corrected OFX file, then initiate the file open action so they will pop up in Money.  I'll try to make it a Windows Service to that its all transparent.

     

    Saturday, September 13, 2014 10:58 PM
  • Sunday, September 14, 2014 4:44 AM
    Moderator
  • I finally got around to writing a converter.  Its a simple VB.NET console application (perhaps 30 lines of code) that takes in the path to the source QFX file, outputs a OFX file, deletes the original QFX source file and finally launches the new OFX file so that it Money will import it.  I also setup registry keys so that my app will automatically launch when I download a QFX file.  So far, its working great.

    Tuesday, January 6, 2015 12:16 PM