[moneydance] Moneydance and Patelco Credit Union

[Joseph Linaschke]

Thanks… with any luck and enough clues, I'll figure it out!
-J

On May 25, 2006, at 4:41 PM, Robert Daulton wrote:

> 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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