FYI: Empower (Pershing) download conversions via iCreateOFX

[Ellen S]

In case anyone is interested in iCreateOFX Investment--an app created by Phillip Katete in the UK to convert downloaded files to OFX--I thought I would share my experience.

Most brokers are providing transaction downloads in csv format, and the iCreateOFX app converts csv files.  But I have an account at Empower, which houses investments at BNY Melon/Pershing, and Pershing downloads only in Excel.  I asked Phillip about it, and he offered to create a conversion capability for Pershing.   After working through a few glitches, his app is now successfully converting those downloads into OFX.  (N.B:  I check each new OFX file using the OFX Analyzer, b/c file errors can cause Money to crash.)    

I still have my eye on Cal's F20 app if/when Fidelity stops providing OFX files.   Fortunately, that time has not yet come. 

These conversions are invaluable for those days when your broker makes a large number of transactions.   I'm very happy now to not have to do those entries manually.