tag:blogger.com,1999:blog-3426010974782125266.post8246247848072159893..comments2024-03-26T15:17:37.532-04:00Comments on PocketSense: Money Sunset w/ Windows 10 x64Roberthttp://www.blogger.com/profile/17335863888930686554noreply@blogger.comBlogger96125tag:blogger.com,1999:blog-3426010974782125266.post-23024593572690510932016-11-10T09:34:31.814-05:002016-11-10T09:34:31.814-05:00Hi All,
Regions Bank recently upgraded their webs...Hi All,<br /><br />Regions Bank recently upgraded their website thus killing the connection to their OFX server.<br /><br />The new settings are:<br />fiorg : Identity-RFG<br />fid : 13131<br />url : https://onlinebanking.regions.com/Ofx/process.ofx<br />bankid : 261170740 (this setting remains the same as the previous one)<br /><br />Special thanks to Ian Little of the Moneydance support staff for proving the particulars.<br /><br />-Kevin N.<br />-Kevin N.https://www.blogger.com/profile/17453825115632152445noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-77961735926710063152016-11-06T08:53:13.890-05:002016-11-06T08:53:13.890-05:00Hi Dan,
I should have checked your blog first. ;)...Hi Dan,<br /><br />I should have checked your blog first. ;) <br />Thank you, it worked like a charm.<br /><br />-Kevin N.-Kevin N.https://www.blogger.com/profile/17453825115632152445noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-7617879626003026942016-11-05T20:49:31.976-04:002016-11-05T20:49:31.976-04:00See my blog for instructions.See my <a href="https://microsoftmoneyoffline.wordpress.com/2016/06/06/eliminating-the-online-updatingdelays-and-errors-when-opening-money/" rel="nofollow">blog</a> for instructions.NxtTekhttps://www.blogger.com/profile/03292512908512760837noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-89833410669917709892016-11-05T12:48:20.452-04:002016-11-05T12:48:20.452-04:00Hi All,
Win 7 Home, MS Money Plus Deluxe v.17.0.1...Hi All,<br /><br />Win 7 Home, MS Money Plus Deluxe v.17.0.120.3817<br /><br />Does anyone know of a hack or other means so as to prevent MS Money from attempting 'Online Updates' when the program opens? <br /><br />Each time that I open the program, the round, spinning, double-arrow thing in the upper right-hand corner spins around for several minutes. <br /><br />The spinning online updater, prevents me from importing my OFX file until the spinning stops.<br /><br />TIA -Kevin N.-Kevin N.https://www.blogger.com/profile/17453825115632152445noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-74202870414580894892016-09-28T01:05:55.411-04:002016-09-28T01:05:55.411-04:00I ended up marking the old entries void. It starte...I ended up marking the old entries void. It started working correctly and matching the rest of the transactions. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-3835924195456230252016-09-26T20:54:00.123-04:002016-09-26T20:54:00.123-04:00It's not just downloading transactions I don&#...It's not just downloading transactions I don't have listed....it is downloading all of them, every time. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-5986109214458265382016-09-26T20:31:08.712-04:002016-09-26T20:31:08.712-04:00I did the whole change over with my costco card. ...I did the whole change over with my costco card. Now that I have citibank, I changed my accounts in the script. The problem I am having is that Citibank is downloading my entire history and ignoring the 30 day interval that is set. Any help much appreciated.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-33147782928509354452016-09-03T10:45:54.857-04:002016-09-03T10:45:54.857-04:00Thanks for the feedback John. Bummer re your bank...Thanks for the feedback John. Bummer re your bank. My CU doesn't support ofx either, but never did... so not missing anything. I mostly use it for investment & credit card transactions, w/ the bulk being credit card data.Roberthttps://www.blogger.com/profile/17335863888930686554noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-31724682391048649702016-08-23T07:21:39.090-04:002016-08-23T07:21:39.090-04:00Hi Robert,
Can't see any other way to get in ...Hi Robert,<br /><br />Can't see any other way to get in touch apart from here...<br /><br />I have been looking at the scripts on my laptop which has Python 3 installed, there are a few changes that I've had to make:<br /><br />multiple files<br />* print statements require ()<br />* <> replaced with !=<br /><br />ofx.py<br />* module httplib replaced http.client<br />* module urllib2 replaced urllib<br /><br />control2.py<br />* raw_input replaced with input<br /><br />setup.py<br />* raw_input replaced with input<br /><br />I've not spotted any other changes required yet but have only just dabbled with the scripts enough to get them working. Only then do I find that my bank (Nationwide Building Society) have scrapped OFX exports!! :(<br /><br />Any how, thanks for your efforts.<br /><br />Johnpobby69https://www.blogger.com/profile/16952406463194231375noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-1314463367463914612016-08-21T10:15:19.911-04:002016-08-21T10:15:19.911-04:00Hi Ron,
I just tried logging on to the Chase we...Hi Ron, <br /><br />I just tried logging on to the Chase website. I could not log on using Chrome but I could log on using MSIE and Edge.<br /><br />Pocketsense looks to be working as expected. I just don't have any activity to d/l.<br /><br />HTH -Kevin N.<br /><br />-Kevin N.https://www.blogger.com/profile/17453825115632152445noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-38501967989554979002016-08-21T09:41:00.493-04:002016-08-21T09:41:00.493-04:00Robert: Chase error "breaking" Pocket S...Robert: Chase error "breaking" Pocket Sense. I noted this morning when downloading that there was an error flagged with my Chase account. Also, there was NO import of any of my accounts into MSMoney. Checking the chase*.ofx file (with notepad and a hex editor) showed the file to be entirely empty; and looking in the folder there was NO combine.ofx file (I may have the name incorrect). I also note that when trying to log in to the Chase web site, I cannot get past the login prompt -- with no error message. My thought: the Chase web site is down; nothing is being returned by the OFX query, and a blank .ofx file may cause PocketSense to not create the combined ofx file for import into MSMoney. Perhaps there is something else going on, but could you look into it? Thanks. RonRonhttps://www.blogger.com/profile/06809046380215126752noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-4586087479031523902016-08-19T09:34:35.182-04:002016-08-19T09:34:35.182-04:00Scripts have been updated to handle the Discover B...Scripts have been updated to handle the Discover Bank (vs Discover Card) transaction formats.Roberthttps://www.blogger.com/profile/17335863888930686554noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-82444262434213475652016-08-19T09:33:59.091-04:002016-08-19T09:33:59.091-04:00Scripts have been updated to handle the Discover B...Scripts have been updated to handle the Discover Bank (vs Discover Card) transaction format. The latest version has been posted as 18-Aug-2016.Roberthttps://www.blogger.com/profile/17335863888930686554noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-72786728760034354062016-08-13T13:50:35.300-04:002016-08-13T13:50:35.300-04:00Thanks for posting this. I too use Discover Bank ...Thanks for posting this. I too use Discover Bank (and card), but don't really *use* the banking part, so don't see many transactions. I'll take a closer look.Roberthttps://www.blogger.com/profile/17335863888930686554noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-55320230371963986062016-08-01T17:11:53.660-04:002016-08-01T17:11:53.660-04:00Hi RickMcKc,
I'm not a Chase Banking client...Hi RickMcKc, <br /><br />I'm not a Chase Banking client but I *am* a Chase Credit Card client.<br /><br />I'm not aware of Chase disabling their OFX server. They *do* offer an upgraded website though. <br /><br />The option to enable financial software downloads on the new site is a little on the hidden side. If you are indeed using the new Chase site, have you enabled this option?<br /><br />There is a lot of information on this forum page regarding Chase. <br />http://pocketsense.blogspot.com/2015/07/upgrade-to-windows-10.html<br /><br />HTH -Kevin N.-Kevin N.https://www.blogger.com/profile/17453825115632152445noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-89663276254676651442016-08-01T10:59:18.526-04:002016-08-01T10:59:18.526-04:00OMG ... Thank you so much for creating this system...OMG ... Thank you so much for creating this system! I've been running MS Money since 1999 and Chase just took away their OFX download option in the recent "upgrade." (How can an upgrade take away a feature?) Anyway, this is a lifesaver! It's even better than having to log on to their site to download. Wish I had found this sooner.RickMcKChttps://www.blogger.com/profile/16084171716718200637noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-8638125367375411342016-07-14T18:15:11.616-04:002016-07-14T18:15:11.616-04:00Discover Bank has changed the way that it generate...Discover Bank has changed the way that it generates FITID's in its OFX. The old way was compatible with the regular Discover scrubber. The new FITID's look like SDF787949, SDF followed by a 6-digit number. It appears that all of the digits are significant, and do not change from day to day. However, they are not unique to one transaction.<br /><br />In my ofx, I have two checks cashed the same day, for the same amount, both downloaded with identical FITID's SDF908899. On another day, two checks with different amounts are downloaded with identical FITID's SDF718656. Also, two deposits on the same day of the same amount are giving the same FITID's SDF787949.<br /><br />I made the following changes to scrubber.py to fix this.<br /><br />In scrub():<br />I made this change:<br /> if 'DISCOVERCARD' in siteURL:<br /> if 'CCSTMT' in accttype:<br /> ofx= _scrubDiscover(ofx)<br /> else:<br /> ofx= _scrubDiscoverBank(ofx)<br /><br />I duplicated _scrubDiscover() to _scrubDiscoverBank(). The only changes are<br /> scrubPrint(" +Scrubber: Processing Discover Bank statement.")<br />and<br /> ofx_final = p.sub(lambda r: _scrubDiscoverBank_r1(r), ofx)<br /><br />I duplicated _scrubDiscover_r1() to _scrubDiscoverBank_r1(). The only changes are<br /> bx = len(fitid)<br /><br />I built the changes on the existing functionality. I have been successfully downloading my Discover Bank transactions using these changes since June 25. <br /><br />Andrew Dingwallhttps://www.blogger.com/profile/16066211664557194300noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-62719552380744201442016-07-03T04:21:59.621-04:002016-07-03T04:21:59.621-04:00I can confirm this error too and also Carlos N'...I can confirm this error too and also Carlos N's April 3 comments . <br /><br />I have two machines running Money Sunset Ed., the same pocketsense scripts and Python 2.7.12. The only difference between the two machines is the OS. One with Win 7 x64 and the other with Win 10 x64.<br /><br />Pocketsense fails for FIDELITY on the Win 10 machine with the same SSL error reported by the OP. The same script on the Win 7 machine works fine.<br /><br />I had a look at the certificate handed out by https://ofx.fidelity.com using both Firefox and Chrome and both browsers showed the connection as secure and the certificate validating correctly. The certificate is issued by Entrust.<br /><br />I have not tried rolling back to 2.7.1 on the Win 10 machine. That maybe the next step.<br /><br />If anyone has another solution (besides rolling back) please let us know. Thanks.AeroKnighthttps://www.blogger.com/profile/12259979723591126227noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-71972296288332559842016-06-23T09:02:49.918-04:002016-06-23T09:02:49.918-04:00Hi Dan,
I'll give ofxver:103 a try when Fid...Hi Dan, <br /><br />I'll give ofxver:103 a try when Fidelity implements the change. <br /><br />Thanks for the suggestion.<br /><br />I'll post back with my findings.<br /><br />-Kevin N.-Kevin N.https://www.blogger.com/profile/17453825115632152445noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-50724338519513182182016-06-23T07:28:05.627-04:002016-06-23T07:28:05.627-04:002500 works for my Wells Fargo account. Thank you D...2500 works for my Wells Fargo account. Thank you Dan!tedhttps://www.blogger.com/profile/13861635227654123028noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-40627207294983480492016-06-22T20:42:20.759-04:002016-06-22T20:42:20.759-04:00ted - In your Wells Fargo site data, try adding 24...ted - In your Wells Fargo site data, try adding 2400 or 2500 for appver.<br />kevin - In your Fidelity site data, when the switchover occurs, try adding 103 for ofxver.<br /><br />- Dan (ameridan)NxtTekhttps://www.blogger.com/profile/03292512908512760837noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-69893626743429781432016-06-22T19:00:16.630-04:002016-06-22T19:00:16.630-04:00Hi All,
I got an email today from Fidelity. In th...Hi All,<br /><br />I got an email today from Fidelity. In the not too distant future they are implementing two-factor authentication to log on to their website. I'm not sure if this will effect their OFX server though. <br /><br />Fingers crossed.<br /><br />-Kevin N.-Kevin N.https://www.blogger.com/profile/17453825115632152445noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-44601721033796847642016-06-17T09:20:14.337-04:002016-06-17T09:20:14.337-04:00This morning I tried to connect Money to my Wells ...This morning I tried to connect Money to my Wells Fargo brokerage account but got a failure message saying - "The financial management software you are using is no longer supported. Please upgrade your software or contact us at 1-800-956-4442 for assistance."<br />I am on Windows 10 with the latest version of the Pocketsense scripts. Has anyone any ideas?<br />Thankstedhttps://www.blogger.com/profile/13861635227654123028noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-81800972227360281802016-06-02T11:56:17.579-04:002016-06-02T11:56:17.579-04:00Thanks Robert - that fixed it! I disabled Yahoo (U...Thanks Robert - that fixed it! I disabled Yahoo (Using Google was already set at Yes) and it worked! I did have to replace Yahoo's codes for the S&P 500 and NASDAQ Composite with Google's. Happy again!Patrickhttps://www.blogger.com/profile/10002506744302054414noreply@blogger.comtag:blogger.com,1999:blog-3426010974782125266.post-71942415183732278792016-06-02T09:31:37.367-04:002016-06-02T09:31:37.367-04:00I missed this comment before... sorry. If you'...I missed this comment before... sorry. If you're using Yahoo, try the Google option instead and let me know.Roberthttps://www.blogger.com/profile/17335863888930686554noreply@blogger.com