Thank you very much, this gives me a direction to pursue! I have not given up yet, and really want to avoid the Quicken subscription fees!
On Sun, Apr 26, 2020, 9:50 AM David Reiser <[email protected]> wrote: > Some banks have separate login credentials for standard online banking vs > directconnect transaction retrieval. Chase and Citibank both have multistep > processes that require both adequate aqbanking setup and logging back into > the standard bank web site, finding the query from the bank regarding the > attempt to log in via direct connect, and doing something the bank > considers to be adequate out-of-band confirmation of identity before > connections from gnucash can work. After getting it to work once, it’ll > usually work unchanged until the fake quicken version used for > directconnect emulation ages out of the acceptable range. Now that quicken > is subscription-only, the app version field might not matter, but there is > no readily available documentation on the subject. > -- > Dave Reiser > [email protected] > > > > > > > On Apr 26, 2020, at 12:26 PM, Janet Shelby <[email protected]> > wrote: > > > > Thanks for that info John. My banks are major ones and both in the setup > > dropdown list. One of them will not return any accounts, and the other > says > > my user name/password is wrong even though it is correct. I hunted on > > google until I found a comment suggesting changing the setting under > > special setup from 1.0 to 1.1 but still can get nowhere. > > > > On Sat, Apr 25, 2020, 9:00 PM John Ralls <[email protected]> wrote: > > > >> > >> > >>> On Apr 25, 2020, at 6:11 PM, Janet Shelby <[email protected]> > >> wrote: > >>> > >>> Hello, I am a new user migrating from many years of Quicken. I would > like > >>> to use Gnucash if it will download banking transactions, especially > >> credit > >>> card transactions. The tool provided does not get successful results > >> with > >>> no instruction on what to do upon failure. I am an accountant but not > an > >> IT > >>> specialist! Can I get assistance here? Thanks. > >> > >> Check your bank's online banking setup page and make sure that it > supports > >> OFX DirectConnect. The alternative is OFX WebConnect which uses an > >> Intuit-proprietary authentication mechanism that GnuCash's online > banking > >> library is unable to use. > >> > >> If it says that it does, go to https://www.ofxhome.com and search for > the > >> bank. If it's there just go to the page for it and check that it has > >> validated recently. If it has then you should be able to use the bank > >> selection in the AQBanking setup. If not then you'll have to try to set > it > >> up by hand using whatever information you can glean from the bank's > >> website, which may not be much: It may just say that you need a certain > >> version of Quicken and to go to the online banking tab in that program > and > >> select the bank. > >> > >> Regards, > >> John Ralls > >> > >> > >> > > _______________________________________________ > > gnucash-user mailing list > > [email protected] > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > > ----- > > Please remember to CC this list on all your replies. > > You can do this by using Reply-To-List or Reply-All. > > _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
