The SmartyPig Blog

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, WesabeYodlee, 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

 

  • http://blog.smallworldcommunication.com Jacqui

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

  • http://mint.com Brian

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

  • http://www.brianleejackson.com Brian Lee Jackson

    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

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

  • Colleen

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

  • Le

    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!

  • http://www.smartypig.com Michael Ferrari

    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

    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

    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

    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

    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!

  • http://www.smartypig.com Michael Ferrari

    @Barbara,

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

    Thanks.

    Mike Ferrari, co-founder

  • Kevin

    Are there plans for support for integration with Mvelopes?

  • http://www.smartypig.com Michael Ferrari

    @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

  • http://www.smartypig.com Michael Ferrari

    @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

    Thanks for asking them. What great customer service!

  • http://70studio.ru/ effowsTeete

    nice, really nice!

  • Jerry

    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

  • http://www.smartypig.com Michael Ferrari

    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

    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

    Please add support for pageonce. Thank you.

  • Debbie

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

  • http://www.thehappyrock.com/ The Happy Rock

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

  • Allen

    Now that mint has been bought out by Quicken will you guys be able to add support for quicken online? Have you guys been working with quicken to integrate support for their online PF site?

  • Scott

    I just joined SmartyPig and love it, and am telling friends about it, but one (and really the only) thing that seems to be missing is the ability to download transactions into financial software, like Quicken. That is pretty important to anyone that keeps track of their finances. So, I’d like to add my voice to those above, suggesting that addition. Thanks.

  • Patt

    Another vote for pageonce support.

  • Michael

    Integrating with personal financial software is a great idea. I hooked up on this years ago. UNFORTUNATELY, Quicken users will not be able to enjoy this feature. In setting up a QFX in Quicken, you are REQUIRED to have an account number. SmartyPig will not let you have that! WEIRD!!

  • Jessica

    Another vote for desktop software (Quicken/whatever) support… I use iBank on my Mac and it can handle downloading of OFX if SmartyPig made it available.

  • http://www.prime-targeting.com/personal-finance-software/ Personal finance software

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

  • http://www.smartypig.com Ryan

    +1 for the Quicken support request.

  • Joanna

    Add my vote for a Quicken interface

  • Silent Cal

    I’d like to get onboard, but not without Quicken updates downloaded directly to my PC. I have a couple of small home improvement projects that would be great to save up for and then pay for with a Home Depot card and the SmartyPig discount. I’ll check back periodically to see if you’ve added that functionality in the future.

  • Crunkyedwards

    Add my vote for Quicken support.

  • Yann

    I just opened my account and what a disappointment not to be able to link in to Quicken.

  • Donna

    What about Pear Budget??

  • Chris

    Quicken – Please provide support for this. I’m not inclined to use smartypig unless this is available.

  • Nate

    Quicken… Quicken… Quicken! It’s a must have! Thanks guys and good luck.

  • Tim

    Add quicken functionality and I will be quick to sign up!

  • Robert

    I am looking to open an account with Smarty Pig. I love the concept and believe it to be worthwhile however the lack of intergration with Quicken really deters me. Please consider. Thank you.

  • Dan

    To those deterred by lack of Quicken…I was in the same boat. But, I got over it, signed up and love it.

    Mint.com has integration, granted, its not broken down by account. But thats ok. For the Quicken desktop, I created the accounts myself and manage it manually as needed. Its a little more time, but totally worth it.

  • JEANNIE

    You must also include Quickbooks when you set up Quicken, which is probably the most popular software. I’ve used it since 1988.

  • Jana

    Another vote for Quicken! Please! This is probably the most widely-used financial management program out there!

  • Todd

    Another vote for Quicken. Along with the thousands of others who may not have posted, please add Quicken support and you have my business. At the very least, post why you do not want to add Quicken support when nearly everyone wants you to.

  • Beth

    Add another vote for quicken support.

    Also, this may be more relevant to another thread, but the ability to direct deposit into this account would be nice. Not a big deal, but it takes an extra several days to get my funds in.

  • http://blog.smartypig.com Sarah Foss

    Great comments Beth and these will be passed on to those in charge of development. As a note to you and the others supporting Quicken, we appreciate the continued encouragement on the subject and will do our best!

    Thanks!

    Sarah Foss, SmartyPig Public relations

  • Kristina

    Now that Microsoft Money is gone, I think it is really important to add support for Quicken.

  • http://blog.smartypig.com Sarah Foss

    Kristina,

    At present, we do not plan to integrate Quicken. In the meantime, you can sync your SmartyPig account with free services like Mint.com (an Intuit company).

    Sarah Foss
    SmartyPig Media

  • Kristina

    I prefer the desktop format. It will take a lot (basically there would have to be zero offline check registers available) to get me to switch to an online service. What am I to do when my internet drops connection and I need to check my balances??? I can call a bank, but for my own financial accounting, I prefer to have that at my fingertips at home.

  • maria

    Add my voice to the Quicken request. I really need this.

  • Matt

    Hi Sara, WHY don’t you plan on integrating with Quicken? It has a very large install base and now that MS Money is dead, there are even more nerds like myself using Quicken. I love SmartyPig, but this is really disappointing.

  • http://blog.smartypig.com Sarah Foss

    Hi Matt,

    Thanks for the suggestion! At present we do not plan to integrate Quicken. In the meantime, you can sync your SmartyPig account with free services like Mint.com (an Intuit company).

    Sarah Foss
    SmartyPig Public Relations
    SFoss@SmartyPig.com

  • http://www.worldspinner.us/personal-finance World Spinner

    SmartyPig Integrates with Personal Finance Software Sites ……

    Here at World Spinner we are debating the same thing……

  • JP

    Please add support for PageOnce. I use this almost more than Mint.com now, and it would be great to see you on there. Thank you!

  • Cris

    I see that a number of people have requested Quicken desktop software integration. I would like to add my vote for that as well. I recently opened up a SmartyPig account and was disappointed that Quicken support was not there. Based on your comments, there are a number of sites that I can use to sync my SmartyPig account. That’s all well and good, however, I don’t use those sites and I don’t plan on using those sites. I’m still a Quicken user and don’t plan on changing anytime soon. Would love to see you support the Quicken desktop products. Seems like a lot of other people would like the same.

  • Michael

    New user to Quicken. Disapointed to see SmartyPIG not compatible. What is the latest update on the Quicken issue? Any benefits to switching to an internet based money manager and ditching Quicken?

  • Karen

    I’m ditching Mint for desktop Quicken. (Yes, I know Mint only became a real mess after the Intuit acquisition.)

    Anyway – I’m looking everywhere for info on how to enter SP in Quicken, and getting nowhere. It’s disappointing that the previous query about Quicken has gone unanswered for nearly eight months. Smartypig pays a lot of lip service to responsible financial behavior, and it seems like compatibility with the most common personal finance software packages would be a rock-bottom baseline requirement.

    I really like SP, but maybe it’s time to look elsewhere.

  • http://blog.smartypig.com Sarah Foss

    Karen,

    I’m sorry to hear of your frustrations. We appreciate the suggestions! And will pass these on to our development team.

    Thanks and good luck with your goals!

    Sarah Foss
    SmartyPig Media

  • Jonathan

    I can only imagine that based on the number of comments requesting Quicken that the Smartypig team would be more willing to incorporate this, or at least provide some sort of response beyond “We do not intend to incorporate Quicken at this time.” Smartypig is great for a lot of reasons, but the very slight increase in interest earned is not worth the inconvenience of not being able use Quicken as a “one stop” for financial management. Any indication that Quicken compatibility is in the works would be great. Thanks.

  • http://blog.smartypig.com Michael Ferrari

    Jonathan, thanks for the post. Yes, we have no plans to integrate with Quicken at this time because Quicken charges a significant yearly license fee to provide this type of integration. You can however integrate your SmartyPig account with free services such as Mint.com, Yodlee and Pageonce. I’m hopeful that Quicken will revisit their pricing model so smaller companies like ours can take advantage of their services. Please feel free to email me anytime. I’d be happy to continue the dialogue with you.

    Thanks Jonathan.

    Mike Ferrari, SmartyPig co-founder
    mferrari@smartypig.com