OFX (Open Financial eXchange) and Microsoft Money

OFX (Open Financial eXchange) is a standard for exchanging and downloading financial information into financal packages. It was created by Intuit, Checkfree and Microsoft in 1997 (see the copy of the press release - Article 259). It is currently used as a format for downloading bank statements into Microsoft Money and Microsoft Office Small Business Accounting.

OFX Documents

• OFX Error Messages - updated July 2005 (Microsoft Word Document)
• OFX Message Support (mainly for banks) - updated July 2005 (Microsoft Word Document)
• Troubleshooting OFX (mainly for banks) - updated July 2005. (Microsoft Word Document)

OFX Specifications

These are references to the official OFX specification site.

• OFX Home

The registry fixes to turn on/off automatic logging to log calls (Article 229) in Microsoft Money 2006, 2005, 2004, and 2003 are on the patches page.

Other Articles

The are are couple of programs which have been written to help conversion to OFX:

• MT2OFX (Article 176) - An implementation which converts from MT940, CSV or other text formats to OFX: http://www.mt2ofx.tk/
• MnyBank (Article 181 (in English) Article 182 (en Français)) - A Statement File Editor, Archiver and Converter: http://ferraroa.dyndns.org:8200/MnyBank/help/doc.htm

FAQ Articles

• Background banking, OFX, OFC and QIF (Article 235)
• OFX Patch for Money 98 (Article 118)
• Downloading and importing an OFX statement (Article 453)
• Analyzing OFX Files (Article 366)