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What are my Wells Fargo options? RRS feed

  • Question

  • Wells is ending support for Active Statement.  Would I just choose a Quicken QIF download and Import that? Is it formatted for Import into Money Plus or do I have to edit the file.

    I haven't tried Pocket Sense scripts yet, would that be a better option?

    Wells Fargo download activity options:
     Quicken® 2005 (MAC) & 2008 (PC) or later (Web Connect) 
     Quicken® 99 to 2004 (.qif) (More Information)2 Supported until November 1, 2010 
     Microsoft® Money 2002 or later (Active Statement)
     Microsoft® Money 97 to 2001 (Active Statement)
     Microsoft® Money (.qif) (More Information)2
     
     Comma Delimited (ASCII, Spreadsheet) 

    Sorry, I searched the topics and didn't see this asked.


    Andrew
    Thursday, October 14, 2010 6:41 AM

Answers

  • You could save the *.qfx file and try File->Import of that file as a statement. I am not sure if you would need to rename the file to *.ofx or not.

    There is also a *.reg file that you could run that should cause .qfx files to go to Money automatically:

    ==================begin QFX2OFX.reg=================

    REGEDIT4

    [HKEY_CLASSES_ROOT\.qfx]
    "Content Type"="text/qfx"
    @="ofx.Document"

    [HKEY_CLASSES_ROOT\.qfx\ofx.Document]

    [HKEY_CLASSES_ROOT\.qfx\ofx.Document\ShellNew]

    [HKEY_CLASSES_ROOT\MIME\Database\Content Type\application/x-qfx]
    "Extension"=".qfx"

    [HKEY_CLASSES_ROOT\MIME\Database\Content Type\text/qfx]
    "Extension"=".qfx"

    ================end QFX2OFX.reg=======================

    Thursday, November 11, 2010 6:58 AM
    Moderator

All replies

  • I think you are you saying that Microsoft® Money 2002 or later (Active Statement)
    and  Microsoft® Money 97 to 2001 (Active Statement)  going away. I note that those two entries do not have the "Supported until November 1, 2010". So if either of those were available, that would be good.  

    If this is for a bank account, and OFX (active statement) is not an option, yes, I would use the QIF option. If it were for an investment account, I would try PocketSense for that account.

    This is an attempt to make an entry for the PocketSense sites.dat file:

    <site>
        SiteName : Wells Fargo Investments, LLC
        AcctType : INVSTMT
        fiorg : wellsfargo.com
        url  : https://invmnt.wellsfargo.com/inv/directConnect
        fid  : 10762
        bankid :
        brokerid : wellsfargo.com
        appid :
        appver :
        mininterval :
    </site>

    This attempt is untested.

    Thursday, October 14, 2010 11:41 PM
    Moderator
  • Thanks Cal.  Yes, indeed this is just a bank account.   I'll give QIF a try when things change.  I copied in the wrong text - here's their messsage.

    Wells Fargo's discontinue support message:
    Important Notice: As a result of Microsoft's announcement that it is retiring and no longer supporting Microsoft<sup>®</sup> Money, Wells Fargo will be removing the MS Money download options on this screen as of November 1, 2010. If you would like to switch to Quicken<sup>®</sup> software and seamlessly convert all your Microsoft Money account information, we've arranged a discount for Quicken purchas


    Andrew
    Friday, October 15, 2010 6:28 AM
  • I was wrong.  Wells Fargo is only offering Quicken Webconnect (qfx) and Comma Delimited (ASCII, Spreadsheet) as download options. 

    What can I do here to import into Money Plus (not the Sunset)?  I thought they'd keep QIF.  Wow.

    Thank in advance for your time to reply.

    andy


    Andrew
    Thursday, November 11, 2010 6:30 AM
  • You could save the *.qfx file and try File->Import of that file as a statement. I am not sure if you would need to rename the file to *.ofx or not.

    There is also a *.reg file that you could run that should cause .qfx files to go to Money automatically:

    ==================begin QFX2OFX.reg=================

    REGEDIT4

    [HKEY_CLASSES_ROOT\.qfx]
    "Content Type"="text/qfx"
    @="ofx.Document"

    [HKEY_CLASSES_ROOT\.qfx\ofx.Document]

    [HKEY_CLASSES_ROOT\.qfx\ofx.Document\ShellNew]

    [HKEY_CLASSES_ROOT\MIME\Database\Content Type\application/x-qfx]
    "Extension"=".qfx"

    [HKEY_CLASSES_ROOT\MIME\Database\Content Type\text/qfx]
    "Extension"=".qfx"

    ================end QFX2OFX.reg=======================

    Thursday, November 11, 2010 6:58 AM
    Moderator
  • Much thanks Cal.  Didn't know I could import QFX.   I had no issues doing with the import. 

     


    Andrew
    Friday, November 12, 2010 7:36 AM
  • If you can get hold of CSV files then you can convert these to OFX using:

    1. For bank and creditcard iCreateOFX Basic

    2. For Investment / brokerage files iCreateOFX Investment

    Sunday, January 12, 2014 5:46 PM