[moneydance] Moneydance and Patelco Credit Union

[Robert Daulton]

See if you can find a URL with .ofx at the end, or that contains ofx  
somewhere in the URL.  I don't know if all ofx servers use this  
protocol but my bank does.  My First USA account seems to use  
something else, but the URL still makes reference to ofx within the  
URL.  There are several URLs for my financial institution in all of  
that Quicken data file info that are not the direct access server.   
My bank uses digital insite for their online banking and my access  
URL is for their server, not the bank's server.

Robert

On May 25, 2006, at 12:25 AM, Joseph Linaschke wrote:

> 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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