[moneydance] Moneydance and Patelco Credit Union

Joseph Linaschke linaschke at mac.com
Thu May 25 01:25:24 EDT 2006


I started using Moneydance not too long ago, and have been trying to  
get connected to Patelco Credit Union.

First I'll ask if anyone has the right connection info. If so, sweet!  
If not, well then I'm heading down the manual road now…


In attempting to set it up manually I saw that you need:

Name:
OFX Institution Org:
OFX Institution ID:
OFX Connection URL:

and that this information may be available in a file called  
OFXLOG.txt if you used previous financial software. So, being a  
Quicken abandoner, I found a OFXLOG.txt file and searched through it.

I found some interesting info…

	SEND to https://ofx.patelco.org

	<FI>
	<ORG>Patelco Credit Union
	<FID>2000

Guessing the ORG is Org I need, and the <FID> is the ID I need, and  
the secure URL is the URL I need, I entered them, but got this:

	There was an error communicating with your financial institution.   
The details of this error are below.

	The error code reported by the server was: 2000
	[ofx.unsupportedClientApplication]
	Client application or version is not supported by this server.
	[ref: 20060525051842.555]

Seraching some more in my OFXLOG.txt file I also found…

	<APPID>QMOFX

tried that for ID but that got the same error.

Not sure where to go from here. Patelco claims that Moneydance is not  
supported, but I rather figure they just say that because they don't  
support it. Anyway…

Any help would be appreciated, thanks!
-Joseph



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