Jim, Thanks for your response and with what I have tried in the past which was a lot of what you mentioned, it just looks like to me it's not worth the effort with no guarantees it will work.
I will continue the manual entry along with using the QIF / OFX downloads from my financial institutions. Cheers, John John Sent from Gmail for Android On Sun, Jul 16, 2023, 19:12 Jim DeLaHunt <list+gnuc...@jdlh.com> wrote: > Hello, John, and welcome to GnuCash! > > On 2023-07-16 15:39, John M. Thornton wrote: > > > Good afternoon, > > > > I just wanted to inquire if anybody is able to use the Online Banking > Setup > > with Gnucash and how easy it was to set up within North America. I > > have tried to follow some wiki information and also looked at the setup > for > > my banks but it just doesn't seem to work. I am able to download either > > QIF or OFX files and do that, just was looking for something maybe a > little > > easier similar to how Quicken used to do it. > > > > I am using Windows 11, GnuCash 5.3 for reference > > I am guessing that want to use Online Banking itself, and the Online > Banking Setup is just a necessary step in preparation. The term I use > for this interaction is OFXDirectConnect, which is the name of the > protocol which actually does the information exchange. If you have not > already read the wiki page, > <https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect>, I recommend > it to you. > > Yes, I have used Online Banking via OFXDirectConnect for some banks and > credit cards in the USA and Canada in the past. I no longer use it, > because entering my transactions manually works better for me. > > My experience is that how easy or difficult it is to set up > OFXDirectConnect is entirely a function of the bank or credit card > company. Most don't bother to offer the service. Those that do, tend to > offer it in idiosyncratic ways which require you to figure out what > combinations of settings will be just right let the connection work. > And, they tend not to describe what they require very well. > > The web site OFX Home <https://www.ofxhome.com/> lists the required > connection settings for some 300 banks and companies. If that company to > which you want to connect is described there, correctly, then setting up > a connection is easier. If it is not there, then it will probably be > difficult to figure out. > > Does that answer your question? > > Best regards, > —Jim DeLaHunt > > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > 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. > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: 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.
