Schwab OFX downloads


[UPDATE: The revised scrubber routine is now incorporated into newer released versions of Pocketsense, so you no longer need to look for the beta version 12/12/2013]

I discovered that Schwab has started using a new tag CORRECTACTION when uploading their ofx data, and Robert immediately added a routine to his Pocketsense scrubber script for me to try out. After testing it out, he released the revision and I am happy to report that was apparently the only issue that has caused errors recently for Schwab ofx updates. You can download the beta package by heading to the February 17th entry in Robert’s blog comments. It is reported that Quicken does not like this tag, so I can’t imagine why Schwab is still using the tag, as most of Schwab’s clients attaching to the OFX server are undoubtedly Quicken users.

The new scrubber should also fix transaction (-)  sign issues that have been seen in Fidelity Net Benefits ofx downloads. I think this is the same issue I reported last summer from VALIC as well that would actually crash Money.

Thank you Robert!

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