AMEX Savings

winginsue's Avatar


24 Jun, 2023 08:58 PM

Hi there,

It would be nice to have a connection to AMEX savings.

PS: In case anyone is interested, they have a great interest rate.

  1. 1 Posted by dtd on 24 Jun, 2023 09:24 PM

    dtd's Avatar

    just a user

    You can connect to American Express Savings via Moneydance+ ... Amex Savings has never worked with OFX Direct Connect.

    You can also download activity by going to "PDF Statements", but instead of the statements, you go to "Download Transactions" pick a date range, then download in Quicken format (which is QFX/OFX)

    Hope that helps.

  2. 2 Posted by winginsue on 24 Jun, 2023 09:53 PM

    winginsue's Avatar

    I use the download currently. I'll look into Moneydance+

  3. 3 Posted by danflynn on 22 Jul, 2023 11:34 PM

    danflynn's Avatar


    How were you able to connect Moneydance+ to Amex? I have two credit accounts and the High Yield savings account. All three are visible when I sign into the account, but the savings account does not show up in my Moneydance+ connections window. I would be interested if there is an automatic way to download transactions.

  4. 4 Posted by dtd on 23 Jul, 2023 01:03 AM

    dtd's Avatar

    With the high yield savings account, I used American Express - Personal Savings in Plaid, and my account came up and I then connected to it. [Type American Express - Personal for the search, it doesn't come up easy]

    (Amex Savings has never worked with OFX)

    For the credit cards, I still use OFX. Moneydance disabled Amex from their OFX list, but it does still work for now. So I can't speak for MD+ with Amex, as I always use OFX when I can.

    I'll try to dig up the link on how you can create your own Amex OFX download profile, if you wish.

  5. 5 Posted by dtd on 23 Jul, 2023 01:11 AM

    dtd's Avatar
  6. 6 Posted by danflynn on 23 Jul, 2023 09:44 PM

    danflynn's Avatar


    Thanks for your followup. I did try to link the account through Plaid, but after going through the reCapta process, I was told my credentials are not valid. I am a longtime Amex user, and I connected my existing account to the Savings pages when I first applied for the Savings account. This must be some sort of bug in how Amex handles verification. I like the convenience of the Moneydance+/Plaid automation, and this is one of the few accounts (along with AppleCard) that I’ve not been able to properly link.

    The good news is I don’t do a lot of transactions in the Savings account, so I have no problem with manual entry and reconciliation.

    Thanks again.

  7. 7 Posted by dtd on 23 Jul, 2023 09:55 PM

    dtd's Avatar

    I have linked my Amex savings - so maybe it is about permissions or 2FA issues. Just saying it CAN work, but may be too much trouble for a low usage account.

  8. 8 Posted by winginsue on 25 Jul, 2023 04:22 PM

    winginsue's Avatar

    I can't connect to the savings. Apparently there is no link at this time.

    Get Outlook for Android<>

  9. System closed this discussion on 24 Oct, 2023 04:30 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac