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American Express Export to OFX for Microsoft Money/MS Office Accounting

Posted on Thursday, January 8, 2015 @ 08:24:27 PM CST by David Yee [] [read 8246 times]
 
Tips: Windows-world
It is 2015, and tax season is here, so I was wanting to download transactions from various financial institutions such as credit card companies into my accounting software. I still use the now-defunct Microsoft Office Accounting software, which requires import to be of in OFX format. That is the same format that Microsoft Money (which has also been axed by MS) uses. The card companies I use mostly still allow the export of transaction data into OFX, but when I logged into American Express today, I did not readily see such an option.



Last year I remember that I was able to import American Express transactions by downloading into Quicken/Quickbooks format of QFX, and then renaming the file extension to OFX. This time, however, I see that there is a new option called Sync with Quickbooks, and when I went to the Download Transactions option, it only showed 3 options:
  • Adobe PDF
  • MS Excel
  • CSV




I tried some of the CSV to OFX converters out there, but nothing really worked for me, so I went back to AmericanExpress.com and played around some more there. Apparently, if you:




  1. Go to Statements & Activity

  2. Click the download transactions icon

  3. Instead of clicking "Select Transactions", pick "Card Activity"




  4. You will be brought the the same old export to Quicken option from last year

  5. Pick your statements- I just go ahead and select all of them from the past 12
  6. months, then click the Download button at the bottom
  7. Save the QFX file (which interestingly is called ofx.qfx by default), then rename the extension to QFX, and you are good to go again.





Hope this helps anyone still using MS Money or Office Accounting Professional and are upset at AMEX for removing the feature. The capability is still there, thankfully. You just have to pick the right options and then rename.

Right now there are 1 comments/reviews for American Express Export to OFX for Microsoft Money/MS Office Accounting.
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American Express Export To OFX For Microsoft Money/MS Office Accounting Rating: 3.1/5 (31 votes cast) 1 comment(s) by users total.

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Posted by JB (4 months ago)

Excellent (but small typo)

In step 6 you wrote "rename the extension to QFX", but you really mean to rename it to OFX. Otherwise this works like a charm, and keeps Money on hobbling along on life support for another little while. Thanks!

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