Vanguard stopped providing a working Direct OFX server. Added Web download.
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Cal Learner
Feb 23, 2025, 12:18:32 PMFeb 23
to Microsoft Money
Vanguard has stopped providing a working OFX server again. It may be the end of the line for that. They do have an QFX/OFX web statement download, which I don't think they previously had.
In the web page, click Activity->DownloadCenter
In Step 1, choose Quicken.
do Step 2 and 3.
Click the Download button. The resulting file will come into the Downloads folder as OfxDownload.qfx for the first time. If using Windows for the download, the second one will be OfxDownload(1).qfx, and so on-- if you did not delete or rename the prevous file.
There are at least 4 ways to get a QFX file read into Microsoft Money. One way lets Windows to send the *.QFX directly to Money by use of a Registry entry.
The good news is that the FITID of the transaction I checked was the same as the same transaction downloaded directly via PocketSense previously.
If Fidelity follows the same path, I think there will not be a use for F2O.
In the web page, click Activity->DownloadCenter
In Step 1, choose Quicken.
do Step 2 and 3.
Click the Download button. The resulting file will come into the Downloads folder as OfxDownload.qfx for the first time. If using Windows for the download, the second one will be OfxDownload(1).qfx, and so on-- if you did not delete or rename the prevous file.
There are at least 4 ways to get a QFX file read into Microsoft Money. One way lets Windows to send the *.QFX directly to Money by use of a Registry entry.
The good news is that the FITID of the transaction I checked was the same as the same transaction downloaded directly via PocketSense previously.
If Fidelity follows the same path, I think there will not be a use for F2O.
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