SmartyPig Integrates with Personal Finance Software Sites! :SmartyPig®

March 12, 2009 • Posted by Michael Ferrari

SmartyPig Integrates with Personal Finance Software Sites!

SmartyPig Integrates Personal Finance Sites

We have received a significant number of requests from our customers indicating they want to be able to upload/integrate their SmartyPig account into their preferred financial money management site. Well, starting today you can! SmartyPig now integrates with sites like Mint, Wesabe, Yodlee, Buxfer, Thrive, MoneyStrands and Microsoft Money. Geezeo and Rudder are coming soon.

There were two ways we could have integrated with these online money management sites. One would be to allow these sites to "screen scrape" - a technique in which a computer program extracts data from the display output of a Web page. The key element that distinguishes screen scraping is that the output being scraped was intended for display to an end-user, rather than as input to another program.

The other method would be for us to invest in an OFX (Open Financial Exchange) solution, a unified specification for the electronic exchange of financial data between financial institutions, businesses and consumers via the web. With more than 5,500 financial institutions using OFX, the specification is the most widely adopted open standard for the exchange of financial information between consumers and financial services providers.

We chose to invest in an OFX solution with one of the industry leaders in OFX technology, Access Softek out of Berkley, California.

At SmartyPig we recognize how important it is to securely manage your finances, set goals and help change the mindset of "buy now, pay later." And being able to aggregate all your accounts in one place is a critical step in taking control of your finances.

Did we miss integrating with your money management site? If so, please let us know!

Mike Ferrari, co-founder

Tags: smartypig

• ofx

• mint

• geezeo

• wesabe

• rudder

• yodlee

• buxfer

• thrive

• microsoft money

23 Comments | |

23 Comments

Jacqui - March 12 2009 @ 1:34 pm

Thanks for investing in OFX! When will it be added to the download account activity page?

Brian - March 12 2009 @ 6:19 pm

THANK YOU THANK YOU THANK YOU! This is absolutely WONDERFUL news!

Brian Lee Jackson - March 12 2009 @ 9:00 pm

This is great! I have been wanting the integration with Mint.com for some time now. I am glad you guys got this working. Between SmartyPig and Mint, I can't think of any better way to manage my finances. Keep u the good work!

Derek Balsley - March 12 2009 @ 9:52 pm

VERY Excited about this. Thanks for the hard work, SmartyPig team!

Colleen - March 13 2009 @ 10:13 am

Hooray!!! Thanks for all the hard work with this, and for keeping us in the loop as work progressed. You guys are fab! :)

Le - March 13 2009 @ 7:43 pm

Will this work with Quicken? Since Quicken and Microsoft Money are two very popular personal finance software packages, I was surprised to not see Quicken mentioned. Please let us know as I have been using Quicken for years and all the other banks I use allow me to download into Quicken with no problems. Thanks!

Michael Ferrari - March 13 2009 @ 9:34 pm

Le,

At present, our OFX solution is not supported with Quicken. This is something we may look at adding in the future.

Mike Ferrari, SmartyPig co-founder

Christy Dvoret - March 15 2009 @ 10:22 pm

I too use Quicken for my home finances, and do enjoy the convenience of downloading my bank transactions from my other financial institutions. Please consider adding Quicken to your list of available programs. Thank you!!

JD - March 17 2009 @ 11:06 am

Maybe it's in my face and I'm just not noticing it, but is there a link on the SmartyPig site on the directions to making the integration work with my personal software (Microsoft Money)? Thanks!

John - March 17 2009 @ 7:35 pm

I don't mean to come across as a jerk but why did Smarty Pig decide to do this so late in the game? I realize that Smarty Pig is a different type of bank but other banks have had this ability since their launch. This kinda seems like an afterthought. Don't get me wrong I'm glad that it is supported and I'm glad that it is offered with so many different programs, please support Quicken, but I know whenever I open an account online that is one of the deciding factors.

If I've offended anyone please send your negative comments to Free250zipper@yahoo.com Thanks!

Barbara - March 18 2009 @ 12:20 pm

I just tried to integrate my SmartyPig account with my Mint accounts ... West Bank isn't even on the Mint list. Am I missing something?
Thanks!

Michael Ferrari - March 18 2009 @ 12:31 pm

@Barbara,

Don't look for West Bank. Look for SmartyPig.

Thanks.

Mike Ferrari, co-founder

Kevin - March 22 2009 @ 9:08 am

Are there plans for support for integration with Mvelopes?

Michael Ferrari - March 22 2009 @ 3:33 pm

@Kevin,

I just sent a request to Mvelopes to add SmartyPig to their list of supported financial institutions. I will let you know if and when I hear back from them.

Thanks for the suggestion!

Mike Ferrari, SmartyPig co-founder

Michael Ferrari - March 25 2009 @ 3:01 pm

@Kevin,

Just heard back from Mvelopes Support. Unfortunately they do not support OFX so we will be unable to integrate with them until they do.

Mike Ferrari, co-founder

Kevin - March 26 2009 @ 12:40 pm

Thanks for asking them. What great customer service!

effowsTeete - April 17 2009 @ 2:36 pm

nice, really nice!

Jerry - May 23 2009 @ 9:16 pm

Michael,
I just signed up with smarty pig and your customer service rep linked me to this thread. I just wanted to see if there was any more word on whether Quicken would be added to this list? I know they use with QFX.
Thank you

Michael Ferrari - May 23 2009 @ 10:36 pm

Jerry,

At this time we have no plans to integrate with Quicken's desktop software products but we do have a request out to Quicken to integrate with their free online product.

Thanks.

Allen - June 03 2009 @ 11:34 pm

I use quicken online and have been wanting to integrate my smarty-pig account into that. If you guys could make that happen I would be an even happier customer!

Daniel - June 06 2009 @ 7:31 pm

Please add support for pageonce. Thank you.

Debbie - August 01 2009 @ 12:15 am

I use quicken online too and would really like to get it to integrate with my smartypig account. Thanks.

The Happy Rock - October 20 2009 @ 10:39 pm

Another Quicken user that would love to be able to download transactions!