1 Reply by netspirit

(30 replies, posted in Institution Comments)

I'm at novice at ofx & Python, but have managed to download my transactions by following directions on the Python website for a number of years since MS Money stopped bank downloads. However, I am having trouble understanding what I need to do to make the Chase Credit Card website work again. I see where others have posted to change the ofx version to 103 instead of 102. I downloaded the new Python script, but I am still getting the error to Verify my Identify on the website, but I have no secure  messages there and I am already set up for Quicken there.

This is what I have that's not working:
<site>
    SiteName   : CHASE
    AcctType   : CCSTMT
    fiorg      : B1
    fid        : 10898
    url        : https://ofx.chase.com
    bankid     :
    brokerid   :
    appid      :
    appver     :
    mininterval:

Where do I enter ofxver 103? I'll be happy with even a clue from anyone for a direction to go from here. I'm stuck.

Thanks

Go to forum: Institution Comments

2 Reply by netspirit

(5 replies, posted in Institution Data)

Yes, I use PocketSense and that data is entered into my file sites.dat.



<site>
    SiteName   : CHASE
    AcctType   : CCSTMT
    fiorg      : B1
    fid        : 10898
    url        : https://ofx.chase.com
    bankid     :
    brokerid   :
    appid      :
    appver     :
    mininterval:
</site>

Go to forum: Institution Data

3 Reply by netspirit

(5 replies, posted in Institution Data)

I am no expert on this.. far from it. I just am a piddler by nature and keep trying things until I find something that works. lol
But I am downloading successfully from Chase with only this info. Hope it helps.
SiteName   : CHASE
    AcctType   : CCSTMT
    fiorg      : B1
    fid        : 10898
    url        : https://ofx.chase.com
    bankid     :
    brokerid   :
    appid      :
    appver     :
    mininterval:

Go to forum: Institution Data

4 Topic by netspirit

(1 replies, posted in Institution Data)

Hi all,
I have almost every bank set up to download into my MS Money using Pocketsense. However, I cannot get the correct data to let me download my Barclay Bank credit card transactions. I have to go to their website to download as OFX.  I tried calling their bank's technical department, but they acted a little clueless and said they don't support this. Does anyone have the correct data for this institution that would help me directly download into MS Money?

The main login website is  barclaycardus.com.

And I found this info below somewhere on the web, but it doesn't work or isn't enough info and I can't even recall where I found it.  Thanks  in advance for any help provided.

    SiteName   : Barclays Capital Inc. Member SIPC
    AcctType   : CCSTMT    #credit card
    fiorg      : Lehman Brothers
    fid        : 921
    url        : https://ofx.lehman.com/eftxweb/access.ofx
    bankid     :
    brokerid   :
    appid      :
    appver     :
    mininterval:

Go to forum: Institution Data