Has anyone been able to get Gnucash direct OFX connection for Schwab brokerage accounts to work, specifically a Roth IRA? I was able to set it up using the online banking wizard, and it successfully displayed the account numbers when I retrieved the accounts. I associated the correct one (for my Roth IRA) with an investment account in Gnucash, which I created under Stock - Brokerage Account -Investments.
However, when I click on Actions - Online Actions, and "Get Transactions", I receive the following message: The Online Banking import returned no transactions for the selected time period. When I try "Get Balance", it seems to work (that is, some processing time and no error message) but the balance still shows in Gnucash as 0. Also I had to specify a symbol when creating the account, I used one of the tickers that are held in that account, but I am not sure why it is necessary as I would have expected Gnucash to download each of the tickers and balance? Thanks for any help. -- View this message in context: http://gnucash.1415818.n4.nabble.com/Schwab-Brokerage-account-Roth-OFX-tp4691991.html Sent from the GnuCash - User mailing list archive at Nabble.com. _______________________________________________ gnucash-user mailing list [email protected] https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
