Look up your OFX settings

Look up the OFX settings for your financial institution(s)…

[ALSO]  If you are able to download OFX data from your financial institution’s website, use the Save option rather than Open, and you should be able to find all of your your settings (except url) in that file.  This is particularly useful when you aren’t having luck with the other sources.   As an example, many banks use the routing number as the the bankid, but for National City bank, I had no luck until I opened up the website induced OFX file in Notepad and used that bankid data instead.  Too bad they were bought out by the less progressive PNC Bank – I’ll have to downgrade from Direct Connect OFX to website QIF downloads :( next month.


If Microsoft Money is still Online, you also have the final option (courtesy of Glyn SImpson) of activating a registry key to enable logging for your online banking communications within Microsoft Money.   This can be achieved by using the ‘provlogs.reg’ registry file found in the MNYCORES\PSS folder and again, will allow you to find all of your your settings (except url) in the log file(s).

To enable the logging, you simply need to double click the file (see below to obtain it), and allow the changes to be made to your registry when prompted.

If you enable the logging, then you will find that two files are created within the same directory that your Money file is in (or sometimes the Microsoft Money installation directory), containing logging information about the online banking call. These files will have names RQ.txt and RS.txt

To turn off the logging, there is a similar file ‘nologs.reg’ which needs to be applied. It is advisable, for security as well as performance reasons, to turn the logging off when you are not using it. To use this file, double click it in the same way as you do with the provlogs file, and when the warning is displayed to insert the information in the registry, click the button to allow it.

‘Provlogs’ is used for Microsoft Money 2003 and later versions. The files to enable the registry changes, are downloadable through the patches page.

Note that in Microsoft Money 2006 and later, it is necessary to reapply the registry file each time when starting Money, or when opening a new file, as these versions removes the logging when you exit the program. You don’t need to use the ‘nologs’ registry file for these versions.

-ameridan

1 Comment »

  1. ameridan said

    Just added the Intuit link that Mike found and posted on PocketSense yesterday.

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