Tweaking OFX Connections
From MTHWiki
Contents |
Changing OFX Protocol parameters
My Money comes with the list of the US and Canadian banks that are accepting OFX connections. However, sometimes it is necessary to change a parameter or two to troubleshoot the connection
OFX AppID and AppVer
OFX uses an AppId and AppVersion to identify the application that is communicating with the OFX server. It is possible to change this information in My Money settings to emulate either Microsoft Money or Quicken behavior.
Historically Microsoft Money used Money as its application id and Quicken normally uses QWIN/QMOFX and QBW as its monikers.
The following table was extracted from publicly available information, see OFX Blog for more examples.
| Application | AppID | AppVer |
|---|---|---|
| Money Plus | Money Plus | 1700 |
| Money 2007 | Money | 1600 |
| Money 2006 | Money | 1500 |
| Money 2005 | Money | 1400 |
| Money 2004 | Money | 1200 |
| Money 2003 | Money | 1100 |
| Quicken Windows 2008 | QWIN | 1700 |
| Quicken Windows 2007 | QWIN | 1600 |
| Quicken Windows 2006 | QWIN | 1500 |
| Quicken Windows 2005 | QWIN | 1400 |
| Quicken Mac 2008 | QMOFX | ?? |
| Quicken Mac 2007 | QMOFX | 1600 |
| Quicken Mac 2006 | QMOFX | 1500 |
| Quicken Mac 2005 | QMOFX | 1400 |
| QuickBooks Windows 2008 & Enterprise Solutions | QBW | 1800 |
| QuickBooks Windows 2007 & Enterprise Solutions | QBW | 1700 |
| QuickBooks Windows 2006 & Enterprise Solutions | QBW | 1600 |
| QuickBooks Windows 2005 & Enterprise Solutions | QBW | 1500 |
Validating OFX FID, Org and URLs
Generally this information is available through your bank when you sign up for online services. To validate this information you can use a 3rd party OFX directory service, such as OFX Directory and GNU Cash Wiki
OFX Disabled
Many banks do not enable OFX services by default, there are security and business reasons that prompt banks to explicitly request OFX access on any given account. If you see a dialog similar to the screenshot below in My Money it means that you need to contact your bank and have them enable OFX access for your accounts.
