Planning to publish/post updated PocketSense sites.dat file...

[Cal Learner]

I was going to update my sites.dat file, and make it available to others. But I decided to update, to add some new entries, and to remove entries known to not be working. These in the first list are confirmed to be working with direct PocketSense download 2025 December. I solicit others you know to currently work (please provide the sites.dat descriptor entry that goes between the <site> and </site> from your sites.dat)

#Unique name AcctTyp

• CitiCard CCSTMT
• FIDELITY INVSTMT
• FIDELITY NetBenefits INVSTMT
• Janus_Inv INVSTMT
• TD Bank BASTMT
• TD Bank CC CCSTMT

My revised sites.dat will not be all working sites, but sites recently confirmed to work.

These I know are only downloaded via website, but have a scrubber that has been useful in fixing some quirks/problems in the downloaded file when the file is put into the Imports folder of PocketSense.

• CITIBANK_IMPORT BASTMT
• VANGUARD INVSTMT

The downloaded Fidelity Visa (Elan) credit card QFX works well without need for a scrubber so far.

These are unknown if they still work with Direct PocketSense download, but thought somebody might know the current state one way or the other:

• AmEx CCSTMT
• CAPITALONE360 BASTMT
• DiscoverBank BASTMT
• E*TRADE Brokerage INVSTMT
• T. Rowe Price INVSTMT
• USAA BASTMT
• USAA Banking NEW BASTMT
• WELLS FARGO ADVISORS INVSTMT

[-Kevin N]

Regions Bank and Regions Visa CC both work as expected.

I've entered a 5-second delay so as not to anger the OFX server gods.

<site>
    SiteName   : Regions Bank
    AcctType   : BASTMT
    fiorg      : Identity-RFG
    fid        : 13131
    url        : https://onlinebanking.regions.com/Ofx/process.ofx
    bankid     : 261170740
    ofxVer     :
    appid      :
    appver     :
    mininterval:
    timeOffset :
    userAgent  : none
    delay      : 5
</site>
       
<site>
    SiteName   : Regions VISA
    AcctType   : CCSTMT
    fiorg      : Identity-RFG
    fid        : 13131
    url        : https://onlinebanking.regions.com/Ofx/process.ofx
    bankid     : 261170740
    brokerid   :
    ofxVer     :
    appid      :
    appver     :
    mininterval:
    timeOffset :
    userAgent  : none
    delay      : 5
</site>

[Ameridan (microsoftmoneyoffline.wordpress.com)]

I believe my list of sites.dat settings is up-to-date (as of today ;) )with everyone's input.  See https://microsoftmoneyoffline.wordpress.com/2010/10/06/cal-learners-review-fidelity-401k-citi-card-and-vanguard-account-info/

[Gaurav Kumar]

Hi Ameridan,

The updated site lists Vanguard OFX download as working. Is that correct?

I checked my settings, and the only difference I found was the value for "mininterval". Your suggestion is 365, I have it as 60.

For now, I am manually downloading the qfx files, but if it is working with interval set as 365, I will try it out.

Regards,
Gaurav

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[Ameridan (microsoftmoneyoffline.wordpress.com)]

Gaurav,  that was the recommended settings for Vanguard, as of 2014  [EDIT – Robert updated settings for Vanguard on 9/24/2014].    If anyone knows of any refinements, I'll update ;)

[Gaurav Kumar]

I assumed as well. I was expecting it to be crossed out like others. 

Thank you for the confirmation. 

Regards,
Gaurav

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[Dharmendra]

what is the sites.dat setup to download Fidelity Ellan financial VISA transactions? I am getting IRA and Roth but don't get VISA transactions. 

I am adding new HSA as investment account and hope to get those transactions next month. 

On Wednesday, December 24, 2025 at 1:02:21 PM UTC-5 Cal Learner wrote:

[Cal Learner]

what is the sites.dat setup to download Fidelity Ellan financial VISA transactions? I am getting IRA and Roth but don't get VISA transactions. 

I am adding new HSA as investment account and hope to get those transactions next month. 

No OFX server for the Visa, so no entry for Sites.dat. The website lets you download a "QFX" file. There is a thing you can do to cause QFX files to be treated as OFX and import when you "run" that file, and download directly, or you can File->Import->DownloadedStatement. The third way is to rename the *.qfx to *.ofx, and run it.

No scrubbing needed, so I have not added that to my scrubber, as I have with Vanguard.