OFX for Charles Swchab download

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Dec 6, 2020, 12:55:52 PM12/6/20
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Recently, Charles Swchab has stopped allowing "public" connections to download OFX. But then on the  side, they started allowing certain "aggregator(s)" to have access (with IP address restriction). Loophole is available. I am now can download OFX from Charles Swchab again.

If you have similar need, let me know.


Cal Learner

Dec 6, 2020, 2:13:37 PM12/6/20
to Microsoft Money
Interesting. Those who will want to catch up with missing transactions. should set something like 

mininterval: 100
,or whatever number., temporarily into sites.dat for Schwab.

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Dec 6, 2020, 5:25:51 PM12/6/20
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I've gotten a few emails asking about PocketSense settings to "adjust".
Unfortunately, I am not using PocketSense though the change needed to be made in Python should be very straightforward.

I am using a self-build Java version which is available here: 

The above note should have enough info for PocketSense folks to make the appropriate changes (search for the word proxy)

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Dec 7, 2020, 11:57:01 AM12/7/20
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New version: adding scrubber to remove some “bad tag” from Swchab OFX file that money does not like

Ameridan (microsoftmoneyoffline.wordpress.com)

Dec 7, 2020, 12:16:20 PM12/7/20
to Microsoft Money
Thank you so much!  Your Sunriise tool has evolved into a very useful app, and it works great.
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