Importing data from my new Bank Account

#4 09-07-2007, 11:42 PM

In microsoft.public.money, WCF wrote:

- quote -

> I used Notepad to take a peek at the ofx file. All of the available data is
> contained therein. Money is not importing it into its software. I may have
> something wrong within the Money setup, but can't see it. Is there online
> remote access help?

Try importing into a new Money file.

#3 09-07-2007, 11:32 PM

I used Notepad to take a peek at the ofx file. All of the available data is
contained therein. Money is not importing it into its software. I may have
something wrong within the Money setup, but can't see it. Is there online
remote access help?
--
BillF

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, WCF wrote:
> > How can I look at the ofx file contents without using the Money PLus program?
> If you don't yet have the OFX file, you will need to use Money to
> log the file. See http://support.microsoft.com/kb/911941/en-us
> If you want to be sure you get everything available, you could
> create a new file, and set it up for download. Money only requests
> transactions that may have become available after it checked last
> time.
> If you download from a web site, then you don't need to use Money to
> fetch it as a log file.
> If the OFX file or *RS.txt log file is for OFX version 2, you can
> copy it to a filename of the form *.xml . You can then view that
> with IE.
> If it is version 1, you can use your favorite text editor (not text
> processor).
> If the lines are all run together, change all occurrences of '<' to
> a newline followed by '<'.
> Date fields will start with '<DT' and are in the form yyyymmdd. The
> form is hard to understand, but the dates may give you the clue you
> want.

#2 09-07-2007, 10:51 PM

In microsoft.public.money, WCF wrote:

- quote -

> How can I look at the ofx file contents without using the Money PLus program?

If you don't yet have the OFX file, you will need to use Money to
log the file. See http://support.microsoft.com/kb/911941/en-us
If you want to be sure you get everything available, you could
create a new file, and set it up for download. Money only requests
transactions that may have become available after it checked last
time.

If you download from a web site, then you don't need to use Money to
fetch it as a log file.

If the OFX file or *RS.txt log file is for OFX version 2, you can
copy it to a filename of the form *.xml . You can then view that
with IE.

If it is version 1, you can use your favorite text editor (not text
processor).

If the lines are all run together, change all occurrences of '<' to
a newline followed by '<'.

Date fields will start with '<DT' and are in the form yyyymmdd. The
form is hard to understand, but the dates may give you the clue you
want.

#1 09-07-2007, 10:30 PM

How can I look at the ofx file contents without using the Money PLus program?
--
BillF

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, WCF wrote:
> > My bank ( First Commonwwealth) just upgraded their internet banking. I can
> > now download their data in Money. i have never used it before. When i
> > download I get a file named details.ofx. When I mport this into the Money
> > Pus program it does not bring all of the information I see in th ebank window
> > into the file. It only seems to bring the last few days. Can I get some help?
> It depends. If you wanted to be able to look at the OFX file and
> convince yourself that Money is making full uses of what is in the
> file, we could probably help.
> If some other First Commonwealth user knows about a setting where
> you could specify how far back the transactions should go, that
> person might post. However I suspect you already looked on the web
> page for that.

09-07-2007, 05:24 AM

In microsoft.public.money, WCF wrote:

- quote -

> My bank ( First Commonwwealth) just upgraded their internet banking. I can
> now download their data in Money. i have never used it before. When i
> download I get a file named details.ofx. When I mport this into the Money
> Pus program it does not bring all of the information I see in th ebank window
> into the file. It only seems to bring the last few days. Can I get some help?

It depends. If you wanted to be able to look at the OFX file and
convince yourself that Money is making full uses of what is in the
file, we could probably help.

If some other First Commonwealth user knows about a setting where
you could specify how far back the transactions should go, that
person might post. However I suspect you already looked on the web
page for that.

#-1 09-07-2007, 01:32 AM

My bank ( First Commonwwealth) just upgraded their internet banking. I can
now download their data in Money. i have never used it before. When i
download I get a file named details.ofx. When I mport this into the Money
Pus program it does not bring all of the information I see in th ebank window
into the file. It only seems to bring the last few days. Can I get some help?
--
BillF

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