OFX Open Financial Exchange
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XML standard for personal finance data exchange.
Definition
OFX 2.3 (2015) covers Banking (account, statements, transactions), Credit Card, Investments (positions, transactions), Bill Pay, Bill Presentment. Request/response XML format over HTTP POST. Maintained by the Financial Data Exchange (FDX) consortium developing the FDX REST/JSON API as modern successor.
Origin
Joint Microsoft + Intuit + CheckFree publication 1997, OFX Consortium 1998-2017, Financial Data Exchange consortium 2018-present.
Usage
Still widely deployed for downloading statements to Quicken, GnuCash, MoneyDance. Recommended successor: FDX API JSON for US Open Banking.
Related terms
- FDX API — successeur moderne.
- Open Banking — cadre concurrentiel.
- camt.053 — pendant ISO 20022 corporate.