American Express

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jbaca16

22 Apr, 2023 01:51 PM

American Express no longer downloading due to Quicken having made changes It is unclear to me how to make Moneydance downloads work again since there are only instructions for Quicken.

  1. 1 Posted by dtd on 22 Apr, 2023 08:25 PM

    dtd's Avatar

    just a user - are you referring to OFX downloads? If so, Moneydance uses the exact same protocol as Quicken.

    If you are talking savings accounts in Amex, they have never used OFX.

    So I'm not sure what you are asking... I just downloaded all my Amex accounts to insure nothing changed in the last day or so.

  2. 2 Posted by jbaca16 on 22 Apr, 2023 08:47 PM

    jbaca16's Avatar


    Sent from my iPad

    Jim Baca
    Jbaca16 @gmail.com
    505 263-9995
    “The difference between stupidity and genius is that genius has its limits.”—-Albert Einstein. (Maybe) 

    On Apr 22, 2023, at 2:25 PM, dtd <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: dtd

    just a user - are you referring to OFX downloads? If so, Moneydance uses the exact same protocol as Quicken.

    If you are talking savings accounts in Amex, they have never used OFX.

    So I'm not sure what you are asking... I just downloaded all my Amex accounts to insure nothing changed in the last day or so.

    On Sat, Apr 22 at 06:51 AM PDT, jbaca16 wrote:

    American Express no longer downloading due to Quicken having made changes It is unclear to me how to make Moneydance downloads work again since there are only instructions for Quicken.

    Having trouble reading this? View this discussion online: American Express.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

  3. 3 Posted by dtd on 22 Apr, 2023 10:01 PM

    dtd's Avatar

    Your response was a copy of the email you received, but I don't see any new response.

    You may want to post at:
    https://infinitekind.tenderapp.com/discussions/problems/90085-american-express

    to insure your response is received.

  4. 4 Posted by jbaca16 on 22 Apr, 2023 10:07 PM

    jbaca16's Avatar


    Sent from my iPad

    Jim Baca
    Jbaca16 @gmail.com
    505 263-9995
    “The difference between stupidity and genius is that genius has its limits.”—-Albert Einstein. (Maybe) 

    On Apr 22, 2023, at 4:01 PM, dtd <[email blocked]> wrote:

     I have always used the option download to quicken.  Let me try on Monday to see what happens.  My wife’s did download after a few tries.  I also updated MD to the latest software.  pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: dtd

    Your response was a copy of the email you received, but I don't see any new response.

    You may want to post at:
    https://infinitekind.tenderapp.com/discussions/problems/90085-american-express

    to insure your response is received.

    On Sat, Apr 22 at 01:47 PM PDT, jbaca16 wrote:



    Sent from my iPad

    Jim Baca
    Jbaca16 @gmail.com
    505 263-9995
    “The difference between stupidity and genius is that genius has its limits.”—-Albert Einstein. (Maybe) 

    On Apr 22, 2023, at 2:25 PM, dtd <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: dtd

    just a user - are you referring to OFX downloads? If so, Moneydance uses the exact same protocol as Quicken.

    If you are talking savings accounts in Amex, they have never used OFX.

    So I'm not sure what you are asking... I just downloaded all my Amex accounts to insure nothing changed in the last day or so.

    On Sat, Apr 22 at 06:51 AM PDT, jbaca16 wrote:

    American Express no longer downloading due to Quicken having made changes It is unclear to me how to make Moneydance downloads work again since there are only instructions for Quicken.

    Having trouble reading this? View this discussion online: American Express.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

    Having trouble reading this? View this discussion online: American Express.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

  5. Support Staff 5 Posted by Jenny on 26 Apr, 2023 07:13 AM

    Jenny's Avatar

    Hi,

    Unfortunately, American Express has discontinued its use of OFX Direct Connect, which is required to download your transactions automatically into Moneydance for free. Sorry I don't have better news. I've made a change in Moneydance so AMEX will shortly be removed from our list of supported financial institutions.

    Without Direct Connect, you can still import your data into the program for free. To do this you can use a web browser to download files from your bank's website.
    OFX and QFX files are the best formats to download, with QIF files being the second best and CSV files being a distant third. You can import the files to Moneydance using File > Import. The steps for manually importing your data are outlined in this article.

    Alternatively, if you're using Moneydance 2022 or 2023, you can subscribe to Moneydance+. This is the new (optional) subscription service that allows you to download transactions from your banks using the Plaid aggregator. You can read more about Moneydance+ in this blog post.
    The steps for setting up this service are outlined here. If you have a Moneydance 2023 license key, the cost to use Moneydance+ is $4/monthly, and there is a 30-day free trial so you can fully test downloading from your bank before you're charged.

    --
    Jenny, Infinite Kind Support

  6. 6 Posted by bperboy on 08 Jun, 2023 01:34 PM

    bperboy's Avatar

    Jenny,

    I just chatted with American Express, they said they don't see any plans to remove OFX Direct Connect support.. at least at the online web chat support level. Also, American Express OFX still works for me..

    Presumably Moneydance has more direct contact with developers? Is there a date that OFX support is planned to be turned off?

    Thanks,
    Evan

  7. Support Staff 7 Posted by Maddy on 08 Jun, 2023 05:10 PM

    Maddy's Avatar

    @Evan

    American Express has discontinued Direct Connect and Express Web and updated to a new method of providing data to applications like Quicken, called EWC+ (Quicken Connect in Mac) as outlined here.

    If you were using this connection method prior to the change, it may still work for sometimes before it stop working completely. Perhaps, this is what is happening in your case.

    --
    Maddy, Infinite Kind Support

  8. 8 Posted by dtd on 08 Jun, 2023 06:51 PM

    dtd's Avatar

    just a user- to the best of my knowledge, Maddy is correct in that is the plan. However Amex Credit Card OFX still works for me, (not necessarily Checking and I know not Savings).

    Jenny did remove the OFX connection for American Express in April. I needed to disconnect and reconnect (which would probably test the "already has discontinued" the OFX concept. Of course, I could not do that without the builtin Amex OFX connection.

    So, I used the advanced option to create one myself. I don't have my full notes with me, but basically, you go to pick a bank, then use the advanced options (and yes you are told not to do this...

    fi_id 3101
    fi_org AMEX
    bootstrap_url = https://online.americanexpress.com/myca/ofxdl/desktop/desktopDownload.do?request_type=nl_ofxdownload

    based on:

    Amex Direct Connect Moneydance
    {
      "id" = "md:1414"
      "uses_fi_tag" = "y"
      "access_type" = "OFX"
      "fi_name" = "American Express"
      "bootstrap_url" = "https://online.americanexpress.com/myca/ofxdl/desktop/desktopDownload.do?request_type=nl_ofxdownload"
      "fi_id" = "3101"
      "app_id" = "QWIN"
      "fi_org" = "AMEX"
      "app_ver" = "2400"
    }

    Evan - you say yours is working (so is mine), but for anyone who has disconnected ofx, or had it disconnected - doing the above may get it back until Amex actually decides to implement their plan to move to EWC+

  9. 9 Posted by BrianS on 21 Jul, 2023 12:00 PM

    BrianS's Avatar

    DTD - thank you so much for these AmEx connection details. I had an account number change and this let me get it working again!

  10. Maddy closed this discussion on 27 Jul, 2023 07:17 AM.

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