Here’s the list of banks that will connect to Microsoft Money Plus. I’m curious how many of these banks have now specifically *removed* support for other versions of MS Money (even though those old versions still use the same OFX protocol).
http://www.microsoft.com/money/bankonline.aspx#
Remember, the OFX AppId for Money Plus is “Money Plus”, and the AppVersion is 1700.
9 Comments | 
General | 
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Posted by Lance
Update: This entry is for 2006 data. Please view the updated 2008 entry as well.
The GnuCash wiki has some data for PNC Bank and others, but according to one commenter (below), it does not work as of October 2007. Can anyone confirm this?
http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings
3 Comments | General, Old FI Data | Permalink
Posted by Lance
GnuCash has some FI data that I don’t. I’m not sure where it came from, but I am going to post it here since at least one of the banks listed (Wells Fargo) is not included here on this site already.
Wells Fargo Bank:
FIURL: https://www.oasis.cfree.com/3001.ofxgp
FIId: 3001
FIOrg: Wells Fargo
6 Comments | General, Old FI Data | Permalink
Posted by Lance
Leo at Zen Habits posted 6 Free alternatives to Money and Quicken, which I’ll add to my list. I have to say, the number 6 is stretching it a bit, since one of the applications listed is Excel/Google Spreadsheets. Three of the listings are also a web application, which I will say “no thanks” to (even though Yodlee has much credibility in this space – in fact a search for Yodlee on this blog will turn up many, many hits).
Note: also read the comments to the Zen Habits post above, there is lots of good info there too.
Updates:
Read why Scott Hanselman no longer uses Quicken and Money.
All supported versions of Money and the MSN Money portal use APPID “Money” (case matters).
Money Plus <APPVER>1700
Money 2007 <APPVER>1600
Money 2006 <APPVER>1500
Money 2005 <APPVER>1400
Money 2004 <APPVER>1200
Money 2003 <APPVER>1100
I saw this on Intuits site:
Validation of APPID and APPVER is not required and in fact Intuit (in general) discourages validation of APPVER since it would require the OFX server to be updated every time a new product is released.
Yeah. Uh huh. Sure.
They recently moved their documentation of AppId and AppVer behind a login, so I will document them here in case they change again:
| Product Version | APPID | APPVER |
| Quicken Windows 2008 | QWIN | 1700 |
| Quicken Windows 2007 | QWIN | 1600 |
| Quicken Windows 2006 | QWIN | 1500 |
| Quicken Windows 2005 | QWIN | 1400 |
| Quicken Mac 2008 | QMOFX | data available late Fall 2008 |
| 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 |
| QuickBooks Mac 2007 | N/A since this version only supports Web Connect downloads | N/A since this version only supports Web Connect downloads |
| QuickBooks Mac 2006 | N/A since this version only supports Web Connect downloads | N/A since this version only supports Web Connect downloads |
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Posted by Lance
The OFXBlog now contains OFX contact and connection details (OFX URL, FI Id, Organization name, etc.) for nearly 4000 different financial institutions in the US.
Next on the agenda: I want to build a list of software and tools that can be used to communicate with these banks. If you have something for me to add to the list please leave me a comment.
4 Comments | General | Permalink
Posted by Lance
| FI Id: | 982 |
| FI Org: | Yodlee |
| FI Url: | https://216.34.60.221/DatafeedAPI |
| FI Broker Id: | Yodlee |
Wells Fargo has the following capabilities:
| mail for banking services: | no |
| intra-bank transfers: | no |
| scheduled intra-bank transfers: | no |
| transfer sync requests: | no |
Wells Fargo service signup is through unknown means, so contact them in order to sign up. The cost for online services is unknown, please contact them to find out.
Enrollment for web services automatically enrolls you for OFX services. A different password is used to access OFX services than the one used to access services via their website, so you’ll need to get a separate password from Wells Fargo. This institution does not allow users to change their PIN/password through OFX services.
1 Comment | Old FI Data | Permalink
Posted by Lance
| FI Id: | 4309 |
| FI Org: | Wachovia |
| FI Url: | https://pfmpw.wachovia.com/cgi-forte/fortecgi?servicename=ofx&pagename=PFM |
| OFX Version: | 102 |
Wachovia Bank has the following capabilities:
| mail for banking services: | yes |
| intra-bank transfers: | yes |
| scheduled intra-bank transfers: | no |
| transfer sync requests: | no |
| mail for bill-pay services: | yes |
| payment by address: | yes |
| payment by transfer: | no |
| payment by payee id: | no |
| recurring/automatic payments: | yes |
| payments with credit card: | no |
| payee delete: | no |
Wachovia Bank service signup is through the phone, so you need to call 1-800-654-1276 in order to sign up. The cost per month for online services is 0.0000.
Enrollment for web services automatically enrolls you for OFX services. A different password is used to access OFX services than the one used to access services via their website, so you’ll need to get a separate password from Wachovia Bank. This institution allows users to change their PIN/password through OFX services. The password must be between 7 and 20 characters, and may contain alpha numeric space and special characters.
1525 West W.T. Harris – 1C3 Mailcode : NC8537 Charlotte NC 28262-8537
1-800-654-1276
onlineservices@wachovia.com
Wachovia Bank
For assistance with Online Banking or Billpay, contact us at 1-800-654-1276.
9 Comments | Old FI Data | Permalink
Posted by Lance
| FI Id: | 24591 |
| FI Org: | USAA |
| FI Url: | https://service2.usaa.com/ofx/OFXServlet |
| OFX Version: | 102 |
USAA Federal Savings Bank has the following capabilities:
| mail for banking services: | no |
| intra-bank transfers: | no |
| scheduled intra-bank transfers: | no |
| transfer sync requests: | no |
USAA Federal Savings Bank service signup is through the web, visit http://www.usaa.com in order to sign up. The cost per month for online services is 0.0000.
Enrollment for web services automatically enrolls you for OFX services. A different password is used to access OFX services than the one used to access services via their website, so you’ll need to get a separate password from USAA Federal Savings Bank. This institution allows users to change their PIN/password through OFX services. The password must be between 4 and 4 characters, and may contain characters.
10750 McDermott Freeway San Antonio TX 78288
1-877-820-8320
group_pfmemails@exchange.usaa001.com
USAA Federal Savings Bank
2 Comments | Old FI Data | Permalink
Posted by Lance
OFX Blog 