Re: [GNC] reports

[Glenn Serre]

Good morning Dennis,

You could export your checking account transactions to csv for import
by excel using one of the File,Export options.  I used to use this to
send transactions to my accountants.  The export is modestly
labor-intensive, though, so recently I wrote a short python program to
automate my exports.  I would be happy to share, but you may need to
compile gnucash yourself to enable the python bindings and perhaps do
a little debugging, as I only run Linux nowadays.

-- Glenn S.

On Fri, Mar 1, 2024 at 1:46 PM Dennis Powless  wrote:
>
> I'm using excel to budget.  I'm looking for the best report to export data
> to excel that will show all transactions from my checking accounts.  Which
> report is the best for this?  I'm using windows and the latest version of
> gnucash for windows.
>
> Dennis
> ___
> 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.

Re: [GNC] Moving from Quicken

[Glenn Serre]

Good morning Barry,

Regarding entering transactions into gnucash: I import QFX files that
I download monthly.

I migrated from Quickbooks and Quicken more than a decade ago (I last
ordered Quicken in 2008), and manage 7 small businesses with a total
of at least 12 checking accounts and a similar number of credit cards
(the business ones rarely get used, though).  Every month I download
monthly statements and the corresponding monthly QFX transaction
records and other information from the bank websites and save them in
a directory tree. Every month, I import the QFX transactions from the
downloaded files and so don't manually enter transactions.  I run
gnucash on debian linux.

I used to import transactions via the Online Actions (OFX direct
connect), but banks have been dropping support for OFX direct connect.
I find the download then import scheme to be no more annoying than I
found direct connect to be.  For BMO, transaction downloads can be
initiated via an appropriately-formatted URL that I generate via a
short python program that I'd be happy to share.  My main annoyance
with BMO is that the transaction records (in both statement and QFX
file) include very little detail.  I address this with other python
programs, one to parse the zelle transaction emails that I receive and
another to parse json-formatted electronic transfer activity.

I have not even considered going back to Quicken.

-- Glenn S.

On Tue, Jan 9, 2024 at 12:49 AM barry milliken
 wrote:
>
> Thanks for your answer.
> When I said personal accounting I oversimplified.
> My wife and I both have independent consulting businesses.
> That means we have 3 bank accounts and six credit cards for a total of 9 
> "accounts" (transaction sources)
> Managing downloads manually would be too cumbersome.
> How does Gnucash allow me display my source accounts separately?
> Thanks
>
>
> Barry Milliken
> 
> From: R Losey 
> Sent: Monday, January 8, 2024 11:17:58 AM
> To: barry milliken 
> Cc: gnucash-user@gnucash.org 
> Subject: Re: [GNC] Moving from Quicken
>
> I, too, left Quicken about 8 years ago and changed to GnuCash. I had a slight 
> familiarity with double-entry accounting, and I've seldom had any issues with 
> GnuCash.
>
> I thought about importing Quicken data, but then decided against it... I 
> reasoned that if I really did need to reference something I had in Quicken, I 
> could open those files.  In fact, I think I opened Quicken two or three times 
> in the first couple of years, and haven't touched it since. It's just 
> something to think about.
>
> I had trouble getting the downloads from financial institutions to work, so I 
> do them manually and regularly reconcile. I don't really miss this function, 
> but it is possible.
>
> As you will have heard, GnuCash doesn't have "categories"; it has "accounts". 
> At the risk of offending a great multitude of GnuCash users, from the 
> practical point of view, GnuCash accounts are very much like categories in 
> Quicken. I know that they are not really the same thing, but as a former 
> Quicken user, they are.
>
> In my experience, the one thing I had trouble with in GnuCash were the 
> reports - most of them seem to need some kind of tweaking to get them to do 
> what is wanted. Here's another thing to think about: instead of assigning 
> accounts as "tax deductible", if you have an account whose transactions are 
> deductible (such as charitable giving, you can create a report for just these 
> accounts. You just need the discipline to only enter deductible items in such 
> accounts. I do know that there is a US tax setup feature, but I haven't made  
> full use of that -- and the report using the accounts I want to know about 
> for tax reasons works well enough for my needs.
>
> RL
>
> On Sat, Jan 6, 2024 at 9:50 PM barry milliken 
> mailto:barry.milli...@outlook.com>> wrote:
> I've been frustrated using Quicken for years.  Maybe GNUcash will do what I 
> want.
>
> My list of functions is small:
> I use Quicken for personal accounting, mainly to categorize transactions for 
> tax reporting.
> Can GNUcash do these things:
> - import data from a Quicken QDF file as a starting point.
> - allow downloads of transactions from my bank accounts and credit cards.
> - allow me to assign a category to each transaction.
> - create categories (or import quicken categories) and assign each as tax 
> deductible or not.
> - report and summarize tax deductible transaction at tax time.
>
> That's all I care about.
>
> Thanks
>
>
> Barry Milliken
>
> ___
> 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.
>
>
> --
> _
> Richard 

Re: [GNC] Wells Fargo OFX

[Glenn Serre]

Good morning,

Here's a quick note on my experience in case it's helpful.

Summary:
Instead of OFX direct connect I use the various bank websites to
download transactions in QFX format corresponding to the monthly
statements.  I think QFX is OFX with some minor modifications.

I have used gnucash with several banks for checking, savings, and
credit cards: Wells Fargo, Bank of the West, E*Trade Bank, Chase,
Capital One, Apple Card (whatever bank they really use).
Last year I made a concerted effort to enable OFX direct connect for
all of these, but I gave up after the first couple.  I may have
written an email about it that is saved in the archives.  My
conclusion is that OFX direct connect is generally not well supported
by banks and seems to be going away.

On Mon, Jul 24, 2023 at 10:35 AM Chris Miller  wrote:
[...]
> Yes. What diagnosis and debug facilities are available? Am I going to have to 
> compile code and step through it with a debugger? I can do that, but if I 
> have to, but I don't think I want to. It just sounds like a frustrating 
> project. I haven't yet tried to do an OFX exchange, because antecedent to 
> "exchange" is "setup", and I'm still not entirely sure how I do that, or even 
> if I can do that with Wells Fargo.
>

If I remember correctly, Wells Fargo is one of the ones that still
works (I don't bank with Wells Fargo any more). If you really want
direct connect, go to Tools->Online Banking Setup and give it a whirl.
If it doesn't work, my advice would be to abandon the effort and use
transaction download instead as I do. Debugging is reasonably well
supported in that you can set gnucash to write a detailed log file
which generally pointed me to what was going wrong.  I'm not
remembering the details, but the instructions are on a gnucash web
page.
There are a few ofx client programs also, ofxclient being one I found
particularly useful.
The ofxhome website does not appear to be well maintained.

> I am curious about relative successes. OFX exchange is so important to me 
> that I would consider changing banks to get it. What banks support GnuCash 
> OFX with the fewest probems? Which ones have the most trouble?
[...]

I recently discovered that Morgan Stanley's cashplus account only
supports transaction download in Excel (.xlsx) format, so that would
be the one with the most trouble that I have seen.  Otherwise, my
monthly download of transactions works reasonably well with the other
banks I use.  The lack of detail I get in the transactions (Zelle,
checks, and direct deposit) is annoying, but that's not directly an
OFX issue.

Again, based on my experience I would say do something else rather
than use ofx direct connect.

-- Glenn S.
___
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.

Re: [GNC] How do I Upgrade from 2.6.12 to v4?

[Glenn Serre]

Good afternoon,

Reminder: The first step should be to back up your data if you haven't
already, especially if you are running on a dying PC.

-- Glenn S.

On Tue, Jan 31, 2023 at 1:21 PM Gyle McCollam  wrote:
>
> Martin,
> Sorry to hear your PC is dying, but the upgrade is ot a complicated as you 
> think.  1st, what version of Windows are you running on the PC?  Next it is 
> recommended that you upgrade to a version 3.x, then run under "Actions" Check 
> and Repair.  After you have done that, you can upgrade to version 4.x and run 
> Check and Repair again.  You don't have to export or import at all.  When the 
> new version is installed, it will remove the old program, but NOT your data.  
> The new version will be able to pick up right where you left off.  To get to 
> the right place, click on Help then About within GNUCASH.  Near the bottom 
> you will see a link to "Visit the GnuCash website."  There you will see links 
> to version 3.11 which you could use to upgrade from your current version.  If 
> your computer can handle it you will then be able to upgrade to the current 
> version.  Same thing applies to a Mac.  There is no importing or exporting 
> required, all you would have to do is install GnuCash on the Mac, transfer 
> your data files to the new machine and GnuCash will take it from there.  If 
> you have any reports saved on your old Gnucash that could pose other 
> difficulties.
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com   email
>
> 
> From: gnucash-user  on 
> behalf of Martin Taylor 
> Sent: Tuesday, January 31, 2023 3:48 PM
> To: gnucash-user@gnucash.org 
> Subject: [GNC] How do I Upgrade from 2.6.12 to v4?
>
> Hi
>
> I’m a not very technical user whose been successfully running 2.6.12 on my 
> dying PC for about 8 years (since the imminent demise of MS Money!).
>
> I’m looking at migrating from PC to a Mac laptop and found that in the 
> meantime that several newer versions of GnuCash have been released.
>
> I’m assuming that it would be smart to upgrade before I migrate to the new 
> platform.
>
> Within 2.6.12 I can’t find where or how to upgrade to a new version.  My 
> guess is that I simply download the latest version 4 for PC and then export 
> accounts and transactions from 2.6 and import them into 4. Am I on the right 
> track?
>
> Having got that done, I would then imagine that I download the equivalent 
> version 4 for Mac to my laptop and again export and import the data.
>
> Fingers crossed that I’m sending this to the correct user forum and that 
> someone can provide me with some advice
>
> Martin
> ___
> 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.
___
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.

Re: [GNC] One File, Two Users

[Glenn Serre]

Good afternoon Paul,

Inline below...

On Sat, Dec 31, 2022 at 12:44 PM Paul Kroitor  wrote:
[...]
> So I need to find a way to allow two users, in two different cities, to
> access a single set of books, but without an office infrastructure. Access
> will be alternating, thus no simultaneous access. Neither user has static
> IPs or internet facing servers. So far I have thought of the following
> (unsatisfactory to varying degrees) mechanisms:
>
[...]
> Perhaps there's a way for the app to run in the cloud but the GUIs are on
> the remote user machines?
>
[...]

I think you can do this with a linux machine using X and SSH port
forwarding (the -X or -Y option, but see the security warnings in the
man page).
You could probably also use Windows remote desktop.

That said, I have never been particularly happy with remote desktop
usage in recent times, even with fast connections, but it might be
worth a try.   I suspect that developers no longer care much about
minimizing the traffic between the windowing system and the app.

-- Glenn S.
___
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.

Re: [GNC] Trouble downloading OFX from Canadian Tire Bank

[Glenn Serre]

Good morning,

You may be crashing due to a recently fixed bug:
https://bugs.gnucash.org/show_bug.cgi?id=798629

Can you download (or build) a more recent gnucash? You would want a
gnucash built after Oct 7 2022.

-- Glenn S.

On Fri, Dec 16, 2022 at 9:34 AM R. Victor Klassen  wrote:
>
> I just downloaded the monthly credit card statement as “Microsoft money” 
> format which gave me a file with suffix ofx and header content that appears 
> to be OFX.  Importing it causes a prompt and consistent crash.  I tried 
> trimming out all transactions but one and it still crashes.  I’m assuming 
> there is something in the header causing the problem.
>
> I tried switching to Quicken and got a qfx file with the identical header 
> which I find suspicious. Attempting to open it was as fruitful as before.
>
> I don’t know whether it’s Gnucash or the file.  If the file I could likely 
> write a preprocessor to fix it.  Is there documentation somewhere as to what 
> is expected in the file?
>
>
> Gnucash 4.12 build 4.12+ (2022-09-24)
> MaxOS Ventura on a 2022 Mac mini with an M1 chip
>
>
>
>
> Sent from my iPhone
> ___
> 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.

Re: [GNC] Bank of Amerca OFX transaction downloads (broken)

[Glenn Serre]

Good afternoon,

Here's a possibly informative link to a quicken support post that
claims Bank of America has discontinued support for DirectConnect.
https://www.quicken.com/support/why-am-i-receiving-message-about-my-bank-america-accounts

-- Glenn S.


On Tue, Nov 15, 2022 at 6:41 PM Lincoln A Baxter  wrote:
>
> Hi,
>
> I've been using the aqbanking interface for downloading transactions in
> GC for years.
> My last successful transaction downloads were on 10/28.
>
> When I just tried, it failed, with following in the log:
>
>AqBanking v6.2.10.0stable
>Sending jobs to the bank(s)
>Sorting commands by account
>Sorting account queues by provider
>Send commands to providers
>Send commands to provider "aqofxconnect"
>Locking customer "1"
>Sending request...
>Connecting to server...
>Resolving hostname "eftx.bankofamerica.com" ...
>IP address is "171.161.102.26"
>Connecting to "eftx.bankofamerica.com"
>Error connecting to "eftx.bankofamerica.com": Connection refused
>Could not connect to server
>Network error while sending request
>Unlocking customer "1"
>
> Has anyone else experienced issue with ofx download from Bank of
> America in the last 2 week?
>
> Nothing has changed on my end. When I called the bank, I learned that
> there was a software release on 11/11 "related to issues involving
> quicken, quickbooks, ..."
> I asked the associate I talked to open a tech ticket.  She said it
> would take a week for them to get back to me.  I'll report what I hear
> if I hear.
>
> If you use ofx transaction downloads with the Bank, try it.  If its
> broken for you too, call the deposit's customer support line (on the
> back of your debit card). The more calls the faster it will be fixed.
> They prioritize issues by the number customers affected.
>
> Lincoln
>
> ___
> 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.

Re: [GNC] GnuCash Tools>Online Banking Setup NOT working for me

[Glenn Serre]

Good morning,

To add to what Gyle said, even though I recently made a mildly
successful attempt to get aqbanking working with Bank of the West
(BOW), I have decided to stick with downloading monthly qfx files that
match my pdf statements.  In addition to Gyle's reasons, what I like
about this is:

- OFX direct connect support for non-Quicken applications is iffy.
The old ofxhome info for BOW does not work, and I had to get the
client id from the quicken logs. BOW tech support was unhelpful.

- BOW seems to only support an old version of the OFX protocol (I was
hoping to get check images using OFX 2.0).

- The downloaded qfx files provide a way to reconstruct my accounts
should anything go wrong with my gnucash db.

- If I detect in the reconcile that I messed something up, the
matching statements help me resolve the issue.

-- Glenn S.

On Tue, Oct 11, 2022 at 7:30 AM Gyle McCollam  wrote:
>
> Shiv,
> I also should have mentioned that I stopped using Aqbanking because too many 
> of my financial institutions won't work with it.  I have found that going to 
> the financial institutions' websites, which I do on a regular basis anyway, 
> and downloading the transactions in the desired format and then importing 
> into Gnu Cash works just as well with the added benefit of not having 
> passwords stored in yet another piece of software.  For security reasons, I 
> like having my passwords stored in Bitwarden only, my password manager.
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com   email
>
> 
> From: gnucash-user  on 
> behalf of Shiv Jhawar 
> Sent: Tuesday, October 11, 2022 8:28 AM
> To: gnucash-user@gnucash.org 
> Subject: Re: [GNC] GnuCash Tools>Online Banking Setup NOT working for me
>
> Hello,
>
> Please help.
>
> I am using for the first time:
> GnuCash Version: 4.12
> Build ID: 4.12+(2022-09-24)
>
> I select: Tools>Online Banking Setup> Start Online Banking Setup> Start
> AQBanking Setup> OFX-DirectConnect backend>Run>Bank Name>Select a bank
> (matching banks NOT shown when I type in Bank of America)
>
> I am not able to setup  Bank of America Checking account for Actions>Online
> Actions>Get Transactions despite hours of efforts. "Not Responding" shows
> up whenever I make any selection from the top menu.
>
> I followed this link:
> https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect
>
> Bank Name: Bank of America
> FID: 5959
> ORG: HAN
> Server URL: https://eftx.bankofamerica.com/eftxweb/access.ofx
>
> User Name: Shiv Jhawar
> User ID: sjhawar7
> Client UID
>
> The user has been successfully setup. You can now try to retrieve the list
> of accounts...
>
> Enter Password: I entered my password
>
> Requesting Account List:
> Screen pops up showing:
>
> 07:08:04 Sending request...
> 07:08:05 Using GnuTLS default ciphers.
> 07:08:05 TLS: SSL-Ciphers negotiated: TLS1.2:ECDHE-RSA-AES-128-GCM:AEAD
> 07:08:05 Waiting for response...
> 07:08:05 Parsing response...
> 07:08:05 Status for signon request: *General error (Code 2000, severity
> "ERROR")*
> Error other than those specified by the remaining error codes. (Note:
> Servers should provide a more specific error whenever possible. Error code
> 2000 should be reserved for cases in which a more specific code is not
> available.)
> 07:08:05 Status for account info request: General error (Code 2000,
> severity "ERROR")
> Error other than those specified by the remaining error codes. (Note:
> Servers should provide a more specific error whenever possible. Error code
> 2000 should be reserved for cases in which a more specific code is not
> available.)
> 07:08:05 Operation finished, you can now close this window.
>
> Please *see attached screenshots.*
> *I get the following error:*
>
> *Error on executing job*
> *Status:enqueued (1)*
>
>
> Have a peaceful day!
> Thanks -
> Shiv
> ___
> 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.

Re: [GNC] Chase OFXdirect connect - another one bites the dust

[Glenn Serre]

Good morning,

On Thu, Oct 6, 2022 at 9:53 AM Jean Laroche  wrote:
>
> Any of you know whether something else is in the works to replace direct
> connect? Manual downloading can be a pain when you have many accounts in
> different institutions...

I have the same issue.  I had some success searching out the new
settings for Bank of the West, but if ofx direct connect is going
away, maybe a different strategy is needed.  I was thinking maybe a
tool to extract ofx/qfx downloads from the various bank websites? I
haven't found an existing one.

-- Glenn S.

>
> J.
>
> On 10/6/22 9:46 AM, David Reiser via gnucash-user wrote:
> > As of today, aqbanking reports that “ofx.chase.com” 
> > is an unknown host. Banktivity reports that today is the start of Chase 
> > enforcing data access only through Open Banking APIs.
> >
> > OFX data format transaction downloads are still available from the Chase 
> > online web accounts — manual download followed by File>Import>Import 
> > OFX/QFX… in Gnucash.
> > --
> > Dave Reiser
> > dbrei...@icloud.com
> >
> >
> >
> >
> >
> > ___
> > 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.
___
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.

Re: [GNC] Using aqbanking with Bank of the West?

[Glenn Serre via gnucash-user]

Good morning again,

> On Wed, Sep 7, 2022 at 12:57 PM Glenn Serre  wrote:
[...]
> > Anyone have any luck using aqbanking with Bank of the West?
[...]

Summary:

I can list accounts and download transactions from Bank of the West:

emulation: quicken 2020
url: https://ofx.bankofthewest.com/process.ofx
fid: 15130
app_id: QWIN
app_version: 2700
ofx version: 103
client uid: copied from what Quicken used (generated by Quicken I think).

Notes:

- I suspect the client uid can be one you generate on first login, but
I haven't tested yet.
I tried generating a new one and using that instead, but the server
returned an error.
I will test out the client uid boundary conditions a bit with a different login.

- I will try to update ofxhome.com since it seems to be under new ownership.

- I will also attempt to update the gnucash wiki entry

- In order to get things working on my decades old gnucash data file,
I had to completely delete my old aqbanking users and accounts,
restart, then create the new online accounts manually, even though
lisiting the accounts worked. Using a brand new test data file was
smooth going.  This is in gnucash 4.4, the version in debian 11.

-- Glenn S.
___
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.

Re: [GNC] Using aqbanking with Bank of the West?

[Glenn Serre]

Good afternoon again,

On Wed, Sep 7, 2022 at 12:57 PM Glenn Serre 
wrote:
>
> Good afternoon,
>
> Anyone have any luck using aqbanking with Bank of the West?
> I tried the usual gnucash online banking setup and got a gnucash
> stopped responding message with wait or force quit.
> I tried ofclient but got authentication failed: timed out.
> After I call customer support to make sure that my ofx access really
> was enabled I plan to try quicken so I can harvest the connection log.
>

I have had modest success with the python ofxclient program in that I can
download transactions from a specified account.
I have no luck yet with getting the account list via gnucash/aqsetup.

The Bank of the West ofx info is something like this:

url: https://ofx.bankofthewest.com/process.ofx
fid: 15130
app_id: QWIN
app_version: 2700
ofx version: 103

but when I try to get the account list in the aqbanking setup, I get this
back:

16:23:52 Sending request...
16:23:52 Using GnuTLS default ciphers.
16:23:52 TLS: SSL-Ciphers negotiated: TLS1.3:ECDHE-RSA-AES-256-GCM:AEAD
16:23:52 Waiting for response...
16:23:52 Parsing response...
16:23:52 Status for signon request: General error (Code 2000, severity
"ERROR")
Error other than those specified by the remaining error codes. (Note:
Servers should provide a more specific error whenever possible. Error code
2000 should be reserved for cases in which a more specific code is not
available.)
16:23:52 Status for account info request: General error (Code 2000,
severity "ERROR")
Error other than those specified by the remaining error codes. (Note:
Servers should provide a more specific error whenever possible. Error code
2000 should be reserved for cases in which a more specific code is not
available.)
16:23:52 Operation finished, you can now close this window.

More updates when I am (hopefully) successful.

-- Glenn S.

> Any hints would be appreciated.
>
> Thanks!
> -- Glenn S.
___
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.

[GNC] Using aqbanking with Bank of the West?

[Glenn Serre]

Good afternoon,

Anyone have any luck using aqbanking with Bank of the West?
I tried the usual gnucash online banking setup and got a gnucash
stopped responding message with wait or force quit.
I tried ofclient but got authentication failed: timed out.
After I call customer support to make sure that my ofx access really
was enabled I plan to try quicken so I can harvest the connection log.

Any hints would be appreciated.

Thanks!
-- Glenn S.
___
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.