import ofx file in excel - Microsoft Money

This is a discussion on import ofx file in excel - Microsoft Money ; How easy is it to import/view a money ofx file in excel without having money installed? (The ofx file is export from a banking program) How do you do this? I googled it but most stuff out there is either ...

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import ofx file in excel

  1. Default import ofx file in excel

    How easy is it to import/view a money ofx file in excel without having money
    installed?
    (The ofx file is export from a banking program)
    How do you do this?
    I googled it but most stuff out there is either linking money with excel
    (means you need money program) or moving an excel file into money? Cannot
    find an easy solution, shoudl be becasue if you look at the file, it is like
    XML)

    Thx

    Philip



  2. Default Re: import ofx file in excel

    Re: How easy is it to import/view a money ofx file in excel without having
    money installed?

    Reply: Very easy..

    One way to accomplish this....

    Open the saved bank ofx file with Notepad, on it's Edit menu choose Select
    All, this time on the Edit menu choose Copy.

    Open the Excel program, on it's Edit menu choose Paste.

    Ken

    "phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    news:eb494RdqHHA.4108@TK2MSFTNGP06.phx.gbl...
    | How easy is it to import/view a money ofx file in excel without having
    money
    | installed?
    | (The ofx file is export from a banking program)
    | How do you do this?
    | I googled it but most stuff out there is either linking money with excel
    | (means you need money program) or moving an excel file into money? Cannot
    | find an easy solution, shoudl be becasue if you look at the file, it is
    like
    | XML)
    |
    | Thx
    |
    | Philip
    |
    |


  3. Default Re: import ofx file in excel

    Different way.

    Try this....

    Right click the saved bank ofx file, on the popup dialog window choose
    Rename.

    Rename it to... Bank.xls

    Ken


    "Ken" <PleaseReply@NewsGroup.Thanks> wrote in message
    news:%23GevC2dqHHA.4180@TK2MSFTNGP04.phx.gbl...

    | Re: How easy is it to import/view a money ofx file in excel without having
    | money installed?
    |
    | Reply: Very easy..
    |
    | One way to accomplish this....
    |
    | Open the saved bank ofx file with Notepad, on it's Edit menu choose Select
    | All, this time on the Edit menu choose Copy.
    |
    | Open the Excel program, on it's Edit menu choose Paste.
    |
    | Ken
    |
    | "phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    | news:eb494RdqHHA.4108@TK2MSFTNGP06.phx.gbl...

    | | How easy is it to import/view a money ofx file in excel without having
    | money
    | | installed?
    | | (The ofx file is export from a banking program)
    | | How do you do this?
    | | I googled it but most stuff out there is either linking money with excel
    | | (means you need money program) or moving an excel file into money?
    Cannot
    | | find an easy solution, shoudl be becasue if you look at the file, it is
    | like
    | | XML)
    | |
    | | Thx
    | |
    | | Philip
    | |
    | |
    |


  4. Default Re: import ofx file in excel

    In microsoft.public.money, Ken wrote:

    >Re: How easy is it to import/view a money ofx file in excel without having
    >money installed?
    >
    >Reply: Very easy..
    >
    >One way to accomplish this....
    >
    >Open the saved bank ofx file with Notepad, on it's Edit menu choose Select
    >All, this time on the Edit menu choose Copy.


    If he renames the file to *.xml he can view it in IE better than in
    notepad. Copying and pasting from IE to Excel would then do what he
    explicitly asks.

    >
    >Open the Excel program, on it's Edit menu choose Paste.
    >
    >Ken
    >
    >"phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    >news:eb494RdqHHA.4108@TK2MSFTNGP06.phx.gbl...
    >| How easy is it to import/view a money ofx file in excel without having
    >money
    >| installed?
    >| (The ofx file is export from a banking program)
    >| How do you do this?
    >| I googled it but most stuff out there is either linking money with excel
    >| (means you need money program) or moving an excel file into money? Cannot
    >| find an easy solution, shoudl be becasue if you look at the file, it is
    >like
    >| XML)
    >|
    >| Thx
    >|
    >| Philip
    >|
    >|


  5. Default Re: import ofx file in excel

    My IE will not display *.xml. See Below....

    The XML page cannot be displayed
    Cannot view XML input using style sheet. Please correct the error and then click the Refresh button, or try again later.


    --------------------------------------------------------------------------------

    Invalid at the top level of the document. Error processing resource 'file:///C:/WINDOWS/Desktop/Bank.xml'. Line 1, Position 1

    OFXHEADER:100
    ^Ken

    "Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message news:risi63dam582vmam26vdmfe1c53sj7i83d@4ax.com...
    | In microsoft.public.money, Ken wrote:
    |
    | >Re: How easy is it to import/view a money ofx file in excel without having
    | >money installed?
    | >
    | >Reply: Very easy..
    | >
    | >One way to accomplish this....
    | >
    | >Open the saved bank ofx file with Notepad, on it's Edit menu choose Select
    | >All, this time on the Edit menu choose Copy.
    |
    | If he renames the file to *.xml he can view it in IE better than in
    | notepad. Copying and pasting from IE to Excel would then do what he
    | explicitly asks.
    |
    | >
    | >Open the Excel program, on it's Edit menu choose Paste.
    | >
    | >Ken
    | >
    | >"phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    | >news:eb494RdqHHA.4108@TK2MSFTNGP06.phx.gbl...
    | >| How easy is it to import/view a money ofx file in excel without having
    | >money
    | >| installed?
    | >| (The ofx file is export from a banking program)
    | >| How do you do this?
    | >| I googled it but most stuff out there is either linking money with excel
    | >| (means you need money program) or moving an excel file into money? Cannot
    | >| find an easy solution, shoudl be becasue if you look at the file, it is
    | >like
    | >| XML)
    | >|
    | >| Thx
    | >|
    | >| Philip
    | >|
    | >|

  6. Default Re: import ofx file in excel

    In microsoft.public.money, Ken wrote:

    >My IE will not display *.xml. See Below....
    >
    >The XML page cannot be displayed
    >Cannot view XML input using style sheet. Please correct the error and then click the Refresh button, or try again later.
    >
    >
    >--------------------------------------------------------------------------------
    >
    >Invalid at the top level of the document. Error processing resource 'file:///C:/WINDOWS/Desktop/Bank.xml'. Line 1, Position 1
    >
    >OFXHEADER:100


    That header indicates that this is OFX 1 rather than OFX 2. OFX 2 is
    XML, but OFX 1 is not.

    If you installed Microsoft Money, you could use MoneyLink to view
    info from the Money file in Excel. Of course that would violate your
    criterion. http://www.ultrasoft.com/MoneyLink/download.shtml




    >^Ken
    >
    >"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message news:risi63dam582vmam26vdmfe1c53sj7i83d@4ax.com...
    >| In microsoft.public.money, Ken wrote:
    >|
    >| >Re: How easy is it to import/view a money ofx file in excel without having
    >| >money installed?
    >| >
    >| >Reply: Very easy..
    >| >
    >| >One way to accomplish this....
    >| >
    >| >Open the saved bank ofx file with Notepad, on it's Edit menu choose Select
    >| >All, this time on the Edit menu choose Copy.
    >|
    >| If he renames the file to *.xml he can view it in IE better than in
    >| notepad. Copying and pasting from IE to Excel would then do what he
    >| explicitly asks.
    >|
    >| >
    >| >Open the Excel program, on it's Edit menu choose Paste.
    >| >
    >| >Ken
    >| >
    >| >"phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    >| >news:eb494RdqHHA.4108@TK2MSFTNGP06.phx.gbl...
    >| >| How easy is it to import/view a money ofx file in excel without having
    >| >money
    >| >| installed?
    >| >| (The ofx file is export from a banking program)
    >| >| How do you do this?
    >| >| I googled it but most stuff out there is either linking money with excel
    >| >| (means you need money program) or moving an excel file into money? Cannot
    >| >| find an easy solution, shoudl be becasue if you look at the file, it is
    >| >like
    >| >| XML)
    >| >|
    >| >| Thx
    >| >|
    >| >| Philip
    >| >|
    >| >|


  7. Default Re: import ofx file in excel

    It is funny you say it is not XML, it looks like XML (I got the same
    OFXHEADER:100 import error in i.explorer 7)



    Copying and pasting to excel works but gives me essentially the same (XML)
    like view as in notepad.(in excel 2003 as well as 2007) However, to copy and
    paste my data in a useful way, I am still stuck with all the XML tags which
    I do not feel like removing manually.

    I forgot to mention (but was hoping) that importing one way or another would
    take the tags out.

    I am not an export in XML but does there exists some kind of schema for this
    data to pull it apart more easily?



    Eventually this data will go into an Access database, does that make any
    difference?



    Philip

    "Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
    news:4i2j635r1b3c228jd9j499valeobu09d9p@4ax.com...
    > In microsoft.public.money, Ken wrote:
    >
    >>My IE will not display *.xml. See Below....
    >>
    >>The XML page cannot be displayed
    >>Cannot view XML input using style sheet. Please correct the error and then
    >>click the Refresh button, or try again later.
    >>
    >>
    >>--------------------------------------------------------------------------------
    >>
    >>Invalid at the top level of the document. Error processing resource
    >>'file:///C:/WINDOWS/Desktop/Bank.xml'. Line 1, Position 1
    >>
    >>OFXHEADER:100

    >
    > That header indicates that this is OFX 1 rather than OFX 2. OFX 2 is
    > XML, but OFX 1 is not.
    >
    > If you installed Microsoft Money, you could use MoneyLink to view
    > info from the Money file in Excel. Of course that would violate your
    > criterion. http://www.ultrasoft.com/MoneyLink/download.shtml
    >
    >
    >
    >
    >>^Ken
    >>
    >>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
    >>news:risi63dam582vmam26vdmfe1c53sj7i83d@4ax.com...
    >>| In microsoft.public.money, Ken wrote:
    >>|
    >>| >Re: How easy is it to import/view a money ofx file in excel without
    >>having
    >>| >money installed?
    >>| >
    >>| >Reply: Very easy..
    >>| >
    >>| >One way to accomplish this....
    >>| >
    >>| >Open the saved bank ofx file with Notepad, on it's Edit menu choose
    >>Select
    >>| >All, this time on the Edit menu choose Copy.
    >>|
    >>| If he renames the file to *.xml he can view it in IE better than in
    >>| notepad. Copying and pasting from IE to Excel would then do what he
    >>| explicitly asks.
    >>|
    >>| >
    >>| >Open the Excel program, on it's Edit menu choose Paste.
    >>| >
    >>| >Ken
    >>| >
    >>| >"phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    >>| >news:eb494RdqHHA.4108@TK2MSFTNGP06.phx.gbl...
    >>| >| How easy is it to import/view a money ofx file in excel without
    >>having
    >>| >money
    >>| >| installed?
    >>| >| (The ofx file is export from a banking program)
    >>| >| How do you do this?
    >>| >| I googled it but most stuff out there is either linking money with
    >>excel
    >>| >| (means you need money program) or moving an excel file into money?
    >>Cannot
    >>| >| find an easy solution, shoudl be becasue if you look at the file, it
    >>is
    >>| >like
    >>| >| XML)
    >>| >|
    >>| >| Thx
    >>| >|
    >>| >| Philip
    >>| >|
    >>| >|




  8. Default Re: import ofx file in excel

    In microsoft.public.money, phleduc wrote:

    >It is funny you say it is not XML, it looks like XML (I got the same
    >OFXHEADER:100 import error in i.explorer 7)


    It's SGML, I think -- a relative of XML.

    >
    >
    >
    >Copying and pasting to excel works but gives me essentially the same (XML)
    >like view as in notepad.(in excel 2003 as well as 2007) However, to copy and
    >paste my data in a useful way, I am still stuck with all the XML tags which
    >I do not feel like removing manually.
    >
    >I forgot to mention (but was hoping) that importing one way or another would
    >take the tags out.


    .... and then to parse the data I expect.

    >
    >I am not an export in XML but does there exists some kind of schema for this
    >data to pull it apart more easily?
    >
    >
    >
    >Eventually this data will go into an Access database, does that make any
    >difference?
    >


  9. Default Re: import ofx file in excel

    Re: take the tags out.

    Perhaps use Find and Replace All to take the tags out.

    It should be under the Edit menu of Excel. I do not have Excel to test on
    this computer.

    If not in Excel, open the file with WordPad, you will find it there under
    the Edit menu.

    Hope this helps,
    Ken

    "phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    news:uFD$%23rfqHHA.4836@TK2MSFTNGP05.phx.gbl...

    | It is funny you say it is not XML, it looks like XML (I got the same
    | OFXHEADER:100 import error in i.explorer 7)
    |
    |
    |
    | Copying and pasting to excel works but gives me essentially the same (XML)
    | like view as in notepad.(in excel 2003 as well as 2007) However, to copy
    and
    | paste my data in a useful way, I am still stuck with all the XML tags
    which
    | I do not feel like removing manually.
    |
    | I forgot to mention (but was hoping) that importing one way or another
    would
    | take the tags out.
    |
    | I am not an export in XML but does there exists some kind of schema for
    this
    | data to pull it apart more easily?
    |
    |
    |
    | Eventually this data will go into an Access database, does that make any
    | difference?
    |
    |
    |
    | Philip
    |
    | "Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
    | news:4i2j635r1b3c228jd9j499valeobu09d9p@4ax.com...
    | > In microsoft.public.money, Ken wrote:
    | >
    | >>My IE will not display *.xml. See Below....
    | >>
    | >>The XML page cannot be displayed
    | >>Cannot view XML input using style sheet. Please correct the error and
    then
    | >>click the Refresh button, or try again later.
    | >>
    | >>
    |
    >>--------------------------------------------------------------------------

    ------
    | >>
    | >>Invalid at the top level of the document. Error processing resource
    | >>'file:///C:/WINDOWS/Desktop/Bank.xml'. Line 1, Position 1
    | >>
    | >>OFXHEADER:100
    | >
    | > That header indicates that this is OFX 1 rather than OFX 2. OFX 2 is
    | > XML, but OFX 1 is not.
    | >
    | > If you installed Microsoft Money, you could use MoneyLink to view
    | > info from the Money file in Excel. Of course that would violate your
    | > criterion. http://www.ultrasoft.com/MoneyLink/download.shtml
    | >
    | >
    | >
    | >
    | >>^Ken
    | >>
    | >>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
    | >>news:risi63dam582vmam26vdmfe1c53sj7i83d@4ax.com...
    | >>| In microsoft.public.money, Ken wrote:
    | >>|
    | >>| >Re: How easy is it to import/view a money ofx file in excel without
    | >>having
    | >>| >money installed?
    | >>| >
    | >>| >Reply: Very easy..
    | >>| >
    | >>| >One way to accomplish this....
    | >>| >
    | >>| >Open the saved bank ofx file with Notepad, on it's Edit menu choose
    | >>Select
    | >>| >All, this time on the Edit menu choose Copy.
    | >>|
    | >>| If he renames the file to *.xml he can view it in IE better than in
    | >>| notepad. Copying and pasting from IE to Excel would then do what he
    | >>| explicitly asks.
    | >>|
    | >>| >
    | >>| >Open the Excel program, on it's Edit menu choose Paste.
    | >>| >
    | >>| >Ken
    | >>| >
    | >>| >"phleduc" <Ph.Leduc@REMOVEcomcast.net> wrote in message
    | >>| >news:eb494RdqHHA.4108@TK2MSFTNGP06.phx.gbl...
    | >>| >| How easy is it to import/view a money ofx file in excel without
    | >>having
    | >>| >money
    | >>| >| installed?
    | >>| >| (The ofx file is export from a banking program)
    | >>| >| How do you do this?
    | >>| >| I googled it but most stuff out there is either linking money with
    | >>excel
    | >>| >| (means you need money program) or moving an excel file into money?
    | >>Cannot
    | >>| >| find an easy solution, shoudl be becasue if you look at the file,
    it
    | >>is
    | >>| >like
    | >>| >| XML)
    | >>| >|
    | >>| >| Thx
    | >>| >|
    | >>| >| Philip
    | >>| >|
    | >>| >|
    |
    |


  10. Default Re: import ofx file in excel

    One approach you might try is using MT2OFX, which can read and write OFX
    files (for bank/credit card accounts). You can easily read V1 and write
    V2, which is XML-compliant. From there you can view it in IE or import
    it into various programs.

    http://www.mt2ofx.tk/ or http://www.xs4all.nl/~csmale/mt2ofx/ for more
    info, or drop me a line.

    Colin

    Cal Learner-- MVP wrote:
    > In microsoft.public.money, phleduc wrote:
    >
    >> It is funny you say it is not XML, it looks like XML (I got the same
    >> OFXHEADER:100 import error in i.explorer 7)

    >
    > It's SGML, I think -- a relative of XML.
    >
    >>
    >>
    >> Copying and pasting to excel works but gives me essentially the same (XML)
    >> like view as in notepad.(in excel 2003 as well as 2007) However, to copy and
    >> paste my data in a useful way, I am still stuck with all the XML tags which
    >> I do not feel like removing manually.
    >>
    >> I forgot to mention (but was hoping) that importing one way or another would
    >> take the tags out.

    >
    > ... and then to parse the data I expect.
    >
    >> I am not an export in XML but does there exists some kind of schema for this
    >> data to pull it apart more easily?
    >>
    >>
    >>
    >> Eventually this data will go into an Access database, does that make any
    >> difference?
    >>



    --
    Remove REMOVE from email address to reach me!

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