Money 2005 UK - cannot now download statements from bank RRS feed

  • Question

  • I have been using Money 2005 UK version for many years. Four years ago i switched banks to First Direct online banking (part of HSBC) in the uk. The bank has now decided to not support cvs/qif downloads to MicrosoftMoney as it is not supported by Microsoft as we all know. I can now only download a statement to an Excel file which does not filter into my Money bank account/statement to automatically cross match transactions.

    It now looks like i am having to go back to checking paper statements against my Money account on a monthly basis. Has this happened to anyone else in the UK with First Direct/HSBC or any other bank which does not support Money 2005 UK any more. Or is a way to overcome this via an Excel spreadsheet download or any other electronic method.

    I do not want to discontinue using Money 2005 UK just because of this as it is still the best home finance software available to use. Many thanks.

    Friday, June 7, 2019 8:19 AM

All replies

  • There is a good chance that the bank provides a CSV file, and Excel can open CSV files. Money cannot open CSV files.

    If you look at your Downloads folder, you may see *.csv files.

    There are various CSV to QIF and CSV to OFX converters (csv2ofx and csv2qif). I have not tried those. Some are free. Some are not.  Somebody may be successfully doing the conversion, and can offer specific positive experience.

    I don't think bank CSV files are standardized as to what the different columns represent for a transaction. If no suitable converter exists, I could possibly write one in Python, but expect long delays before I got to it. I would need to know how your CSV file is organized for the various transaction type. But first see what exists.

    https://github.com/egh/ledger-autosync/issues/45 has some comments on the FirstDirect format.

    http://moneymvps.org/faq/article/27.aspx has some info on converters

    https://www.lemonfool.co.uk/viewtopic.php?t=17881 has discussions.

    Friday, June 7, 2019 1:06 PM
  • I contacted Joe Gordon CEO First Direct to complain about the lack of QIF downloads. He got straight back to me and said that they are looking into reintroducing it for their customers.
    Saturday, June 8, 2019 5:25 AM
  • Just had another response from CEO First Direct as follows;

    We had dropped QIF due to the files no longer being supported in latest software and due to the ability to download a plug in to Excel that converts CSV to QIF. However it seems more customers are eager to have this format direct from First Direct rather than convert this themselves, so we are looking to remedying.

    Saturday, June 8, 2019 6:33 PM
  • My bank still provides downloads in .ofx format which works fine. However, the bank's data overrides data I've inserted. I just book in recurring deposits / withdrawals for the next month and reconcile with the monthly bank statement. This is just as quick as fiddling about reconciling data from the .ofx file
    Saturday, July 6, 2019 1:52 PM