Re: [GNC] Banks with OFX or CSV account data downloads
On Wed, Aug 10, 2022 at 00:00 Tracy wrote: > As with so many things, your mileage may vary, but... Thanks so much, Tracy—that’s very helpful. Some of those banks are in my area. -Tom ___ 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] Banks with OFX or CSV account data downloads
As with so many things, your mileage may vary, but... I use Huntington Bank. They have the ability to download transactions (in most any date ranges you might want, up to about 2 years) as a CSV or a QFX file (QFX being the Quicken extended version of OFX, which GnuCash can import without any problem). I personally use their checking, savings, and credit card products, and all of these download without problem. I also download transactions in either OFX or QFX format from: Pentagon Federal Credit Union Navy Federal Credit Union Citibank Chase Discover FNBO (formerly First National Bank of Omaha) Synchrony Bank (private label credit cards, such as Sam's Club, Lowe's, etc) On 8/9/22 16:23, Tom Browder wrote: On Tue, Aug 9, 2022 at 15:00 Gyle McCollam wrote: I use 6 different banks and many more credit cards and they all offer downloads in CSV or QFX. Gyle, can you please list them and what they provide? I understand that one may have to search around, but it would help to have a starting point. I am actively searching the ones I have accounts with, but it would be very helpful for us searchers if users such as yourself listed your successes. (And I will be glad to add them to the Wiki if need be.) And, again, the one bank I have that meets all my other requirements, does NOT have transaction downloads for personal accounts. But I am still working on asking HHQ (higher headquarters) about the issue. Thanks. -Tom ___ 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] Banks with OFX or CSV account data downloads
On Tue, Aug 9, 2022 at 20:54 wrote: > Tom, > There is another issue with putting up a list of banks known not to supply ... Okay, I'll stop fooling with that idea--you're all right. > The best place to find out what a bank website can or can't do is usually > from > their IT department, as they will be aware of such facilities even where > teller > staff aren't. Good idea, but so far I haven't had much luck. I'll keep plugging away. -Tom ___ 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] Banks with OFX or CSV account data downloads
Tom, There is another issue with putting up a list of banks known not to supply OFXQFX or CSV downloads. The banks can up date there procedure and if the information put up is wrong or becomes wrong, they may take issue with an independent site posting that information particularly without some disclaimer given the wide distribution of GNuCash. The best place to find out what a bank website can or can't do is usually from their IT department, as they will be aware of such facilities even where teller staff aren't. My bank in Australia has a general enquiry email to which I have put this question in the past but asked that it be directed specifically to their IT staff. I received an email back from the manager in charge of the IT department who talked to me about my requirements, explained what was available and how to use it as well as more general discussion of requirements. They still don't have DirectConnectOFX (this was a security policy issue the IT department could not bypass) but they did widen the range of export options and have simplified export. David Cousens On Tue, 2022-08-09 at 16:33 -0500, Tom Browder wrote: > On Tue, Aug 9, 2022 at 16:11 David Carlson > wrote: > > > Tom, > > > > As Gyle mentioned, the vast majority of banks, credit card companies and > > even online > > > > David, that the "vast majority" allegedly provide such capability doesn't > help someone looking for a local bank providing such. Why do GnuCash users > not want to at least name banks they use and state whether or not they > provide downloadable tranactions and in what format? > > Is it a private issue? > > -Tom > ___ > 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] Banks with OFX or CSV account data downloads
The best way to choose a bank is to find one close to home that has important features like types of accounts that you need and physical branch hours and locations that work for you. Whichever bank meets those requirements probably also offers file exports in several formats. On Tue, Aug 9, 2022, 5:39 PM David Carlson wrote: > It is incredibly easier to list banks that don't offer that service or > that do it wrong. A list of banks that do would almost duplicate the > yellow pages (remember them?) and would go out of date just as quickly. > > On Tue, Aug 9, 2022, 4:33 PM Tom Browder wrote: > >> On Tue, Aug 9, 2022 at 16:11 David Carlson >> wrote: >> >>> Tom, >>> >>> As Gyle mentioned, the vast majority of banks, credit card companies >>> and even online >>> >> >> David, that the "vast majority" allegedly provide such capability doesn't >> help someone looking for a local bank providing such. Why do GnuCash users >> not want to at least name banks they use and state whether or not they >> provide downloadable tranactions and in what format? >> >> Is it a private issue? >> >> -Tom >> > ___ 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] Banks with OFX or CSV account data downloads
It is incredibly easier to list banks that don't offer that service or that do it wrong. A list of banks that do would almost duplicate the yellow pages (remember them?) and would go out of date just as quickly. On Tue, Aug 9, 2022, 4:33 PM Tom Browder wrote: > On Tue, Aug 9, 2022 at 16:11 David Carlson > wrote: > >> Tom, >> >> As Gyle mentioned, the vast majority of banks, credit card companies and >> even online >> > > David, that the "vast majority" allegedly provide such capability doesn't > help someone looking for a local bank providing such. Why do GnuCash users > not want to at least name banks they use and state whether or not they > provide downloadable tranactions and in what format? > > Is it a private issue? > > -Tom > ___ 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] Banks with OFX or CSV account data downloads
On Tue, Aug 9, 2022 at 16:11 David Carlson wrote: > Tom, > > As Gyle mentioned, the vast majority of banks, credit card companies and > even online > David, that the "vast majority" allegedly provide such capability doesn't help someone looking for a local bank providing such. Why do GnuCash users not want to at least name banks they use and state whether or not they provide downloadable tranactions and in what format? Is it a private issue? -Tom ___ 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] Banks with OFX or CSV account data downloads
Tom, As Gyle mentioned, the vast majority of banks, credit card companies and even online merchants offer both csv and either ofx or qfx direct downloads on their website, usually through an icon near the list of recent transactions. There are a few exceptions, even a small number that say they do, but what you get is wrong. The Petco credit card falls in the last category. For that card I manipulate the qfx file either before importing or after, as the wife won't close her account. On Tue, Aug 9, 2022, 3:40 PM Tom Browder wrote: > On Tue, Aug 9, 2022 at 15:12 John Ralls wrote: > On Aug 9, 2022, at 10:10 AM, Tom Browder wrote: > ... > > > > To continue in a more direct way to fix my problem, I would appreciate > > > users who can recommend specific US banks they know that provide OFX or > > CSV > > > downloads for all personal accounts including checking, savings, and > > credit > > > cards. There is a page on the GnuCash Wiki for OFX info: > > > > > >https://wiki.gnucash.org/wiki/OFX > > > > > > If your bank is NOT listed, please add it. If your bank IS listed, > please > > > make sure the informtion is correct. It would also help to add banks > > known > > > NOT to have either capability. > > > > Please don't. That page is *not* about downloading files outside of > > GnuCash and then importing them with File>Import>Import OFX/QFX. It's > about > > the banks that support downloading directly into GnuCash using > > OFX-DirectConnect, sadly a dwindling population. > > > Point taken, John, so how about a new page, with an appropriate title, for > financial institutions whose transactions download capability, or lack > thereof, can be stated by real GnuCash users. (I confess that trying to > name such a page on your Wiki will be daunting.) > > Regards, > > -Tom > ___ > 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] Banks with OFX or CSV account data downloads
On Tue, Aug 9, 2022 at 15:12 John Ralls wrote: On Aug 9, 2022, at 10:10 AM, Tom Browder wrote: ... > > To continue in a more direct way to fix my problem, I would appreciate > > users who can recommend specific US banks they know that provide OFX or > CSV > > downloads for all personal accounts including checking, savings, and > credit > > cards. There is a page on the GnuCash Wiki for OFX info: > > > >https://wiki.gnucash.org/wiki/OFX > > > > If your bank is NOT listed, please add it. If your bank IS listed, please > > make sure the informtion is correct. It would also help to add banks > known > > NOT to have either capability. > > Please don't. That page is *not* about downloading files outside of > GnuCash and then importing them with File>Import>Import OFX/QFX. It's about > the banks that support downloading directly into GnuCash using > OFX-DirectConnect, sadly a dwindling population. Point taken, John, so how about a new page, with an appropriate title, for financial institutions whose transactions download capability, or lack thereof, can be stated by real GnuCash users. (I confess that trying to name such a page on your Wiki will be daunting.) Regards, -Tom ___ 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] Banks with OFX or CSV account data downloads
On Tue, Aug 9, 2022 at 15:00 Gyle McCollam wrote: > I use 6 different banks and many more credit cards and they all offer > downloads in CSV or QFX. > Gyle, can you please list them and what they provide? I understand that one may have to search around, but it would help to have a starting point. I am actively searching the ones I have accounts with, but it would be very helpful for us searchers if users such as yourself listed your successes. (And I will be glad to add them to the Wiki if need be.) And, again, the one bank I have that meets all my other requirements, does NOT have transaction downloads for personal accounts. But I am still working on asking HHQ (higher headquarters) about the issue. Thanks. -Tom ___ 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] Banks with OFX or CSV account data downloads
> On Aug 9, 2022, at 10:10 AM, Tom Browder wrote: > > On another thread I asked for any third-party resources for converting pdf > bank statements to another format. One in particular works good enough for > my current bank, Hancock-Whitney. The resource was suggested by Christopher > Lam. > > To continue in a more direct way to fix my problem, I would appreciate > users who can recommend specific US banks they know that provide OFX or CSV > downloads for all personal accounts including checking, savings, and credit > cards. There is a page on the GnuCash Wiki for OFX info: > >https://wiki.gnucash.org/wiki/OFX > > If your bank is NOT listed, please add it. If your bank IS listed, please > make sure the informtion is correct. It would also help to add banks known > NOT to have either capability. Please don't. That page is *not* about downloading files outside of GnuCash and then importing them with File>Import>Import OFX/QFX. It's about the banks that support downloading directly into GnuCash using OFX-DirectConnect, sadly a dwindling population. Regards, John Ralls ___ 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] Banks with OFX or CSV account data downloads
Tom, I use 6 different banks and many more credit cards and they all offer downloads in CSV or QFX. As another user pointed out and I responded to flywire, in regards to Citi Bank, you won't find that option in the statements part of their website. If you go to the transaction page on many websites, they give you the ability to look at transactions for different periods and from there you can select to download. When you ask to download it will ask you for the format you wish to download and in the case of Citi Bank you will see the options in the attached photo which was snipped directly from the website. I prefer to use online banking, but that works with less banks than I would like. I found that even when I asked different bank personnel if a QFX download was available they more than half the time told me it wasn't available when it actually was available. One of these was Discover and I now download the transaction every month without problems. I wonder if your current bank has the ability to download transactions, not statements? Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Tom Browder Sent: Tuesday, August 9, 2022 1:10 PM To: Gnucash Users Subject: [GNC] Banks with OFX or CSV account data downloads On another thread I asked for any third-party resources for converting pdf bank statements to another format. One in particular works good enough for my current bank, Hancock-Whitney. The resource was suggested by Christopher Lam. To continue in a more direct way to fix my problem, I would appreciate users who can recommend specific US banks they know that provide OFX or CSV downloads for all personal accounts including checking, savings, and credit cards. There is a page on the GnuCash Wiki for OFX info: https://wiki.gnucash.org/wiki/OFX If your bank is NOT listed, please add it. If your bank IS listed, please make sure the informtion is correct. It would also help to add banks known NOT to have either capability. I'm thinking of adding a new Wiki page entitled "Financial firms and OFX-CSV capability" or something like that. Suggestions welcome. Best regards, -Tom ___ 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.
[GNC] Banks with OFX or CSV account data downloads
On another thread I asked for any third-party resources for converting pdf bank statements to another format. One in particular works good enough for my current bank, Hancock-Whitney. The resource was suggested by Christopher Lam. To continue in a more direct way to fix my problem, I would appreciate users who can recommend specific US banks they know that provide OFX or CSV downloads for all personal accounts including checking, savings, and credit cards. There is a page on the GnuCash Wiki for OFX info: https://wiki.gnucash.org/wiki/OFX If your bank is NOT listed, please add it. If your bank IS listed, please make sure the informtion is correct. It would also help to add banks known NOT to have either capability. I'm thinking of adding a new Wiki page entitled "Financial firms and OFX-CSV capability" or something like that. Suggestions welcome. Best regards, -Tom ___ 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.
