OFX (Open Financial eXchange) and Microsoft Money

OFX (Open Financial eXchange) is a standard for exchanging financial information for finance packages. It was created by Intuit, Checkfree and Microsoft in 1997 (see the copy of the press release - FAQ 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 (FAQ 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 (FAQ Article 176) - An implementation which converts from MT940, CSV or other text formats to OFX: http://www.mt2ofx.tk/
• MnyBank (FAQ Article 181 (in English) FAQ 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 (FAQ Article 235)
• OFX Patch for Money 98 (FAQ Article 118)
• Downloading and importing an OFX statement (FAQ Article 453)
• Analyzing OFX Files (FAQ Article 366)

Article Last Updated: Wednesday, January 30, 2008 9:54:29 AM
Article Created: Saturday, January 01, 2005
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