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dist-ofx-explorer / MD FI page

Moneydance FI page: http://moneydance.com/synch/moneydance/fi2004.dict

Example

{
  "id" = "md:1362"
  "uses_fi_tag" = "y"
  "access_type" = "OFX"
  "fi_name" = "Bank One"
  "bootstrap_url" = "https://ofx.chase.com"
  "fi_id" = "5811"
  "app_id" = "QWIN"
  "fi_org" = "B1"
  "app_ver" = "2400"
}

Mapping to ofxExplorer property name

  • id: N/A
  • uses_fi_tag: N/A
  • access_type: N/A
  • fi_name: fi.name
  • bootstrap_url: fi.url
  • fi_id: fi.id
  • app_id: appId
  • fi_org: fi.org
  • app_ver: appVer

Auto-convert

To use the auto-convert feature to convert MD setting to the format that this tool understand

  • Find the setting on MD page http://moneydance.com/synch/moneydance/fi2004.dict
  • Select the block, copy
    {
      "id" = "md:1221"
      "access_type" = "OFX"
      "fi_name" = "Patelco CU"
      "app_ver" = "2700"
      "bootstrap_url" = "https://ofx.patelco.org"
      "fi_id" = "2000"
      "app_id" = "QWIN"
      "fi_org" = "Patelco Credit Union"
    }
    
  • Paste on in the 'Setting' window
  • Popup menu OFX -> Convert MD setting
  • You should see the 'Setting' window populate with new setting
  • Proceed as before

Screen Shot 2019-02-27 at 4.12.40 PM.png

Updated