4/10/2023 0 Comments Stockmarketeye import qfxis a non-PocketSense Microsoft Money group. Note that still exists for read-only access. Somebody will probably tell you what keeps your OFX file from being accepted by Money. I suggest The process will give you a URL for public access to that file. Put the sanitized file into a zip file.ģ. Avoid changing amounts, because some of the amounts have a required relationship, such as field 1 plus field 2 always equals field 3.Ģ. Do not make changes in any characters that look like punctuation or math symbols. Replace occurance of your name in transactions, if any, with ABCDEFG or some such.ġc. Replace your account number content with something like 12345678.ġb. Use Notepad or other editor that will not add formatting characters.ġa. Ron Smith: To have somebody take a look at your OFX or QFX file, I suggestġ. To use their special API (hint, it's not OFX). Now you can't even manually download an OFX file from their site, only useless CSV files.īut there's an easy solution! Just read their FAQ: Īnd then, Robert, as a "third-party data aggregator", just sign up as a developer at Third-parties who have historically used OFX to aggregate Schwab client data (such as StockMarketEye) are encouraged to register for access to the Retail Account Aggregation API at “”.” This step is being taken to secure our clients’ data and we sincerely apologize for any inconvenience it may cause. “As of market close on October 16, 2020, Schwab made the decision to restrict access to its legacy OFX () for all third parties except for: Quicken (personal finance management), TurboTax, and H&R Block (for tax preparation). Others have noticed and gotten some "answers": Well, now Schwab has gotten into the "unauthorized" OFX mode since the middle of October.
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