Have questions about implementing an OFX solution? Learn more by clicking on each of the links below.

If you have any additional inquiries, the Microsoft Money Certification team is here to help you. Please contact us at certteam@microsoft.com.

Money OFX Message Support - last updated 7/01/2006
SBA OFX Message Support - last updated 7/05/2005
These documents outline the subset of the OFX message set supported by Microsoft Money, MSN Money, and the new Office Small Business Accounting (SBA) due out this fall. Download these file and keep them as references.

1-way OFX Development Document - last updated 7/05/2005
This document includes information on how to implement a 1-way OFX download from a financial institution website. This includes examples and testing information and a short technical specification based upon Chapters 11 and 12 of the OFX specification that can help you in downloading bank statement information to your customers who use Microsoft Money. For investment statements, it is best to review Chapter 13 of the full OFX specifications.

Visit the 1-way OFX Demo to learn how 1-way OFX can enhance your Web site banking offering.

Troubleshooting Money OFX Issues - last updated 07/01/2006
Troubleshooting SBA OFX Issues - last updated 07/05/2005
These documents cover the most common troubleshooting issues in OFX support, and the most common OFX server issues you should be aware of when developing an OFX server. Download these files and keep them as references.

Standard Industrial Code Support - last updated 07/01/02
This page includes a list of the Standard Industrial Codes (SIC) that Money recognizes. It also identifies the categories that Money assigns a transaction when one of these codes is received in a <SIC> tag in a <STMTTRN>.

OFX_Error_Messages.doc - last updated 7/01/02
This document displays an estimation of the messages displayed by Money in the Call Summary area when OFX status CODEs are received.

OFX Certification Audit Process - last updated 7/05/05
This site provides an overview of the requirements that a financial institution has to meet to start the Microsoft audit process on their OFX solution.

2-way OFX Server Certification Audit - last updated 7/05/05
This site provides an in depth information regarding certifications of 2-way OFX (direct) servers.

OFX Certification Audit Process - last updated 7/05/05
This site provides an overview of the requirements that a financial institution has to meet to start the Microsoft audit process on their OFX solution.

These sites include information on the conversion process your customers may need to step through if you change from one OFX solution or service bureau to another.

2-way OFX Server Migration Overview - last updated 7/05/05

2-way OFX Server Migration Customer Instructions - last updated 7/05/05

2-way to 1-way Conversions - last updated 7/05/05

1-way to 1-way Conversions - last updated 7/05/05

NOTE:Your new OFX solution may need to be certified by Microsoft. Contact the Microsoft Certification team to find out more.