? about ofx files RRS feed

  • Question

  • I can still download ofx statement files from BoA, which I do manually and import.

    Vanguard still shows Money on their download page, but gives an error when selected, while the csv and Quicken d'loads work.

    Is this something the company decides to discontinue or a 3rd party service?  I want to complain to Vanguard that although the online services have stopped, lots of people still use Money and I'm confused about where the ability to download my info in the ofx format comes from.

    Thanks for your help!

    Saturday, March 5, 2011 3:11 PM

All replies

  • Could you mean OFX  (Open Financial eXchange) files?

    OFX files can be generated by the financial institution, or the FI may contract with somebody to produce such files for their web interface.

    The quicken calls their varient a QFX file. You can File->Import those files into Money, but you can also do an operation to let Windows know that Money can receive the QFX files the same as it receives OFX files.

    For Vanguard, consider PocketSense to feed information into Money. Search for discussions.

    Saturday, March 5, 2011 4:43 PM
  • Thanks for the answer.  You are correct, I meant OFX files. 

    I looked at Pocketsense a while back but I've always just downloaded the OFX and imported manually.  I didn't want to automate the process and that's what I thought Pocketsense did. 

    I'll have to try the QFX import and complain to Vanguard if they've discontinued OFX.

    Sunday, March 6, 2011 1:07 PM
  • If you want to associate the .qfx extension to OFX files so that
    Money can import it directly, you can create a .reg file named
    qif2ofx.reg.  Then web access to .qif files would work the same as
    for .ofx files.  That .reg file would contain the 15 lines that are
    between the two demarcation lines:

    ==========begin qif2ofx.reg===============================

    "Content Type"="text/qfx"



    [HKEY_CLASSES_ROOT\MIME\Database\Content Type\application/x-qfx]

    [HKEY_CLASSES_ROOT\MIME\Database\Content Type\text/qfx]
    ==========end qif2ofx.reg===============================

    Just run that file after you create it.  So thereafter, if you use
    the web etc to bring in a .qfx file, it is treated as if it were
    named *.ofx.  The Money install associated .ofx with itself.

    If you are also using Quicken, this would probably not be a good
    thing to do.


    Sunday, March 6, 2011 7:30 PM
  • Cal, thanks for this.  Sorry for such a newb question, but how do I begin the process of creating an .reg file?  Am I editing the registry?  How do I do that?  Thanks for your help!
    Sunday, July 10, 2011 8:51 PM
  • Create a new file with this command: notepad qif2ofx.reg

    Yes, you want Notepad to create a new file. Copy the 15 lines (including 5 blank lines) between the delimiters that have the equal signs. The part that you copy should have no equal signs. Paste those copied lines into Notepad. Exit Notepad with File->Save. File->Exit.

    Then run the following command: qif2ofx.reg

    That will execute the command that will modify the registry for you. Yes, you want to allow the change to your computer.

    If you have trouble creating this file or running it, ask one of your computer-oriented friends to help you with this.


    Sunday, July 10, 2011 9:15 PM