Wiki

Clone wiki

dist-ofx-explorer / Home

Welcome

This is the home page for hleOfxQuotes-explorer: a program for testing OFX connection.

There are 2 main uses for this tool

  • If your current financial program cannot connect to your financial institution (FI). You can use this tool get a "second opinion": if the problem is specific to your financial program or it is more general.
  • You can also use this tool check on the account id needed to be used in OFX connection. Sometimes, the account id not the same as the account id from your bank statement.

Screen Shot 2019-02-18 at 6.49.29 PM.png

Prerequisite

You need to have java installed on your system. If you need to install Java, see this link

To Download

You can download from the Download Page

Unzip the zip file. For example:

$ unzip hleOfxQuotes-explorer-Build_20190218_6.zip 
Archive:  hleOfxQuotes-explorer-Build_20190218_6.zip
   creating: hleOfxQuotes-explorer-Build_20190218_6/
  inflating: hleOfxQuotes-explorer-Build_20190218_6/hleOfxQuotes-explorer-Build_20190218_6-exec.jar  

To Run

Double click on the jar file

Setting

Edit the value in the "Setting" (top) window. In particular, you need to specify the following values. In most cases, you can get those value from http://www.ofxhome.com/index.php

# A good resource to obtain OFX info for your FI http://www.ofxhome.com/

# FI Id
# Some FI has id. Others don't. When in doubt, keep this value empty
fi.id=2250

# FI Org
fi.org=Online Financial Services

# FI Url
# URL where to connect to download statement
fi.url=https://ofx.firsttennessee.com/eftxweb/access.ofx

# FI Broker Id
# Some FI don't have Broker ID. When in doubt, keep this value empty
fi.brokerId=

Next, you need to specify the login and password

# user/login name
user.id=id123456
# password
user.password=password654321

Then select either OFX version 1 or version 2. You can try version 1 first. If that fails, then try version 2.

Click on button "Check".

View Result

Tab "Result" holds the result. If failed, you will see something like this

version=v2 is NOT supported.
See 'Error' tab for more information.

If success, you will see something like this

version=v2 is supported.
account.id=12345
account.id=54321

Other Tabs

Tab HTTP Headers

Has a list of headers being sent and received

# REQUEST
POST /eftxweb/access.ofx HTTP/1.1
Content-Length: 733
Content-Type: application/x-ofx
Host: ofx.firsttennessee.com
Connection: Keep-Alive
User-Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/60.0.3112.113 Safari/537.36
Accept-Encoding: gzip,deflate

# RESPONSE
HTTP/1.1 200 OK
Date: Tue, 19 Feb 2019 02:25:22 GMT
X-Powered-By: Servlet/3.0
X-dynaTrace: PT=5621369;PA=-479120599;SP=ESB;PS=1748369913
dynaTrace: PT=5621369;PA=-479120599;SP=ESB;PS=1748369913
Content-Length: 711
Keep-Alive: timeout=5, max=100
Connection: Keep-Alive
Content-Type: application/x-ofx
Content-Language: en-US

Tab Request

Has the OFX request

Tab Response

Has the OFX response

Tab Error

Has error if any

Quick Start

My recommendation for first time usage: start with a positive case. If you have a working connection, use those value to convince yourself that the tool is working.

Then simulate a bad case such as wrong userName. See how the value in each of the tabs change.

Now, try the problematic case. A lot of time, it is a matter finding the right combination of

  • setting values
  • HTTP headers

Help

Log an issue.

Tips

  • Some banks requires an extra setup step to allow so called third-party tool. So you will need to contact your bank and say something like: "I am connecting using Quicken, do I need to enable it? If yes, how?". For example: see this link or this link
  • Some sites needs very specific HTTP header such as a particular value of User-Agent, you can set the User-Agent header using
http.userAgent=InetClntApp/3.0
  • MD FI page: you can get Financial Institution that MD supports here. To map the values, see this link.
  • You can generate an UUID (for clientUid) using https://www.uuidgenerator.net/

Updated