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American Express - OFX download option removed

Discussions regarding financial software
AF62
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American Express - OFX download option removed

#338297

Postby AF62 » September 5th, 2020, 11:49 am

Logging on to my Amex card this morning the OFX option for Microsoft Money has vanished and the only options now are for Quicken (QFX), Quickbooks (QBO), Excel, and CSV.

Customer Service response was don’t know and don’t care. Complaint raised and let’s see what happens.

TurboukToo2
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Re: American Express - OFX download option removed

#338339

Postby TurboukToo2 » September 5th, 2020, 1:05 pm

Thanks for highlighting this. I have just complained too.
I have also asked for American Express to recommend a safe and secure third party tool that will perform the conversion to MS Money now they have removed the option after many years. Surprise surprise they don't seem to have one.

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Re: American Express - OFX download option removed

#338368

Postby genou » September 5th, 2020, 3:20 pm

TurboukToo2 wrote:Thanks for highlighting this. I have just complained too.
I have also asked for American Express to recommend a safe and secure third party tool that will perform the conversion to MS Money now they have removed the option after many years. Surprise surprise they don't seem to have one.


You can get from CSV to QIF using this - http://xl2qif.chez-alice.fr/xl2qif_en.php .

AF62
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Re: American Express - OFX download option removed

#338369

Postby AF62 » September 5th, 2020, 3:21 pm

What is particularly annoying is the QFX format is a modified version of the open source OFX format, which Amex would have to pay to licence from Intuit. So providing an OFX option should be trivial to them.

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Re: American Express - OFX download option removed

#338371

Postby AF62 » September 5th, 2020, 3:24 pm

genou wrote:You can get from CSV to QIF using this - http://xl2qif.chez-alice.fr/xl2qif_en.php .


I tried that when First Direct removed their QIF download option but I couldn’t get it to work with Office 2019.

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Re: American Express - OFX download option removed

#338372

Postby peterh » September 5th, 2020, 3:27 pm

Oops, I should have checked the forum home page first - I found another thread via Google and have posted some comments there.

I had the same problem today and did some searching as well. I found a simple solution, although it does involve editing a QFX file downloaded from Amex. The details are in the First Direct thread.

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Re: American Express - OFX download option removed

#338395

Postby AF62 » September 5th, 2020, 5:09 pm

peterh wrote:Oops, I should have checked the forum home page first - I found another thread via Google and have posted some comments there.

I had the same problem today and did some searching as well. I found a simple solution, although it does involve editing a QFX file downloaded from Amex. The details are in the First Direct thread.


From the other thread in case it gets lost -

peterh wrote:However, the Quicken QFX format is still an option and, although the downloaded file won't be immediately accepted by Money, I've discovered a simple trick to remedy this. All you need to do is use a text editor and modify one tag near the start of the file. I used Wordpad in Windows.

You need to find this statement: <OFX xmlns:ns2="http://ofx.net/types/2003/04"> and change it to <OFX>

I used the file>import menu to bring it into Money, but it might work if you changed the file type from qfx to ofx and then double clicked it.


That worked perfectly - thanks!

I had tried these solutions before posting - https://microsoftmoneyoffline.wordpress ... nto-money/ and https://social.microsoft.com/forums/en- ... soft-money but they threw an error about the file being invalid or corupted.

However now with your solution of editing the file and with the registry edits from the links, then double clicking on the QFX imports it without an issue.

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Re: American Express - OFX download option removed

#339875

Postby rn170uk » September 12th, 2020, 12:49 pm

I used to use qif format to import into KMyMoney but that format has gone too. I have however written something which will convert qfx / qbo (the outputs from Amex export are identical) to as near as possible to the qif extract.

Requirements - notepad++ (or another tool to pretty the output), oorexx (could easily be coded in something else as it's not complicated)
Steps - download quicken file (activity.qfx)
Open file in notepad++ - ctrl-shift-alt-b (this converts one line to an easier to read format)
rexx ofxtoqif.rex activity.qfx > ofx.qif

Code: Select all

/* paste this (including header) into ofxtoqif.rex */
parse arg infile
say "!Type:CCard"
do until lines(infile)=0
    inline=linein(infile)
    stripinline=Translate(inline,"  ","<>")
    SELECT
        WHEN POS("TRNTYPE",inline)>0 THEN
            do;debcred=word(stripinline,2);end
        WHEN POS("DTPOSTED",inline)>0 THEN
        do
            dt=left(word(stripinline,2),8)
            newdt="D"||right(dt,2)||"/"||substr(dt,5,2)||"/"||left(dt,4)
        end
        WHEN POS("TRNAMT",inline)>0 THEN
          do;newamt="T"||word(stripinline,2);end
        WHEN POS("FITID",inline)>0 THEN
          do;newfit="N"||right(word(stripinline,2),8);end
        WHEN POS("<NAME>",inline)>0 THEN
        do
            nm=substr(strip(inline),7,length(strip(inline))-13)
            call fixnames
            newnm="P"||nm
        end
        WHEN POS("<MEMO>",inline)>0 THEN
        do
            if countstr("-",inline)=1 then newm="M "||" Process Date "right(newdt,10)
            if countstr("-",inline)>1 then newm="M "||substr(inline,lastpos("-",inline)+1,lastpos("<",inline)-lastpos("-",inline)-1) "Process Date "right(newdt,10)
        end
        WHEN POS("</STMTTRN>",inline)>0 THEN call writeout
       OTHERWISE ITERATE
    END
END /* do */
exit
writeout:
    say newdt;say newfit;say newamt;say newnm;say newm;say "^";say ""
return
fixnames:
    nm=changestr("AMAZONCOUK",nm,"AMAZON.CO.UK")
    if countstr("AMAZON.CO.UK",nm)=2 then nm=changestr("CO.UK",nm,"CO.UK*",1)
    nm=changestr("WWWBEER52COM",nm,"WWW.BEER52.COM")
    nm=changestr("HALFORDS LIMITED ECO REDDITCH",nm,"HALFORDS LIMITED - E.CO REDDITCH")
    nm=changestr("MARKS SPENCER DIREC SALFORD",nm,"MARKS & SPENCER - DIREC SALFORD")
    nm=changestr("PAYMENT RECEIVED THANK YOU",nm,"PAYMENT RECEIVED - THANK YOU")
return

There are some annoying things with the ofx output. . & - * are removed so I've put them back in. The fixnames subroutine puts them back in. Amazon put * in, so there's a specific bit to for that. You WILL need to add extra lines based on where you spend.
WARNING - it seems that none of the formats that Amex exports contain the Process Date. qif did. If you import where you already have entries, you may end up with duplicates. You will have to manually remove these. Sorry. Blame Amex for not including that tag.

Supplied without any warranty. I am not responsible for damage to your files, loss of hair, income, or global thermonuclear war.

AF62
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Re: American Express - OFX download option removed

#340486

Postby AF62 » September 15th, 2020, 5:47 pm

An update call from Amex today advised me that the withdrawal of the OFX downloads for Microsoft Money was not deliberate but part of the site update which hasn’t gone to plan and they are working to restore the facility (although had no timescale).


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