USAA - using hleofxquotes to download OFX

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hleofxquotes

13 Feb, 2021 11:56 PM

New thread for question/discussion specific to an external tool hleofxquotes to download USAA OFX files.

I have a self-build tool that can be used to download OFX files. The tool is generic and not specific to USAA but can be setup to download USAA OFX files with appropriated configuration files.

Yesterday, I had some free time so I create two sample USAA configuration files for

  • Checking
  • Credit Card

I had a couple of MD users tried them out and they were able to eventually download their USAA OFX files.

I am sharing my notes and the tool in case they are useful for you.

The above links should have enough information for you get your USAA checking account OFX download. For credit card, you cannot use your actual credit number. You need to go through another step to get the appropriate account number. I will add that information in the next comment on this thread.

Showing page 3 out of 3. View the first page

  1. 61 Posted by hleofxquotes on 26 Feb, 2021 04:27 PM

    hleofxquotes's Avatar

    James,

    I think the Stuart script will probably the better choice. You do it once and be done with. No need for another external tool to run.

    Re: hleofxqutotes sources
    The main reason is that the full source tree contains some real-life test data from users over the years who have send in bug report and I've never gotten around to ask for permission to make such data available. I could try to isolate those files out but to be honest, I am too lazy to put in the works.

  2. 62 Posted by James Sumners on 26 Feb, 2021 09:48 PM

    James Sumners's Avatar

    The main reason is that the full source tree contains some real-life test data from users over the years who have send in bug report and I've never gotten around to ask for permission to make such data available. I could try to isolate those files out but to be honest, I am too lazy to put in the works.

    Fair. Though, should create simulated data based upon the bug reports so that user data doesn't need to be committed. But I also think it is fair for others to be aware so they can make an informed decision before using the tool.

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