Re: [GNC] Chase ofx support?

2023-08-16 Thread GWB
I make an effort when I have to call Chase, Schwab, etc., for other
topics (mystery charges, etc.) to also request that they make an .ofx
download available.  Schwab is a hard no on that, and they got rid of
direct connect years ago.  Chase last week indicated that .ofx was
gone since 2021, but they politely noted my request for the format.
So that's also no, but .qfx does work for me.  If Quicken et. al.
decide to change the format again to diverge further from .ofx, then I
suppose we might be out of luck.  But I'm betting on inertia to
prevent that happening, and it would require them to do or spend
something to try that.

The banks and fiduciaries claimed that direct connect was a security
problem, but for some of them I paid just shy of $10 a month for the
feature, so I must imagine it cost them something to deal with it.
But surely less than $7 to $10 per account monthly, so I was not too
sad to switch to monthly downloads of the .ofx files and save the
money.  .qfx works as well, but again, I don't know how much interest
they have in making it available, or how eager Quicken is to "improve"
the format to the point it causes problems for gnucash imports.
Chase, Apple Card, Privacy.com, and I think Revolut still allow .qfx
or .ofx downloads.  Schwab and similar just say no.  PayPal (as far as
I remember) never had .ofx or .qfx, nor direct connect.

But of course, the account holder should be able to specify how their
data is made available to them, within reason.  What a nice world that
would be.  Unlike direct connect, which had a commercial base of their
customers, they seem to think those of us who ask for .ofx data as
gnucash weirdos.  I identify with that.

You might find some banks (mostly outside of the US) that still have
direct connect, but if they charge you for it, you can evaluate how
much its worth.  Programs and services for tax compliance and capital
gains have something similar to direct connect (GainsKeeper, etc.),
but that probably isn't too useful.

Gordon

On Wed, Aug 16, 2023 at 12:02 PM D Ducky  wrote:
>
> I use that, I was just wondering if there's any direct connect support
> anymore, as opposed to download/import.
>
> On 8/14/23 21:07, Kalpesh Patel wrote:
> > Chase does supports download in CSV, QFX, QIF and QBO formats for Credit
> > Card and Bank accounts.
> >
> > QFX format seems to be the best and then importing it as a OFX/QFX has
> > worked well ...
> >
> > -Original Message-
> > From: John Ralls 
> > Sent: Monday, August 14, 2023 4:43 PM
> > To: D Ducky 
> > Cc: Jon Schewe ; Gnucash Users 
> > Subject: Re: [GNC] Chase ofx support?
> >
> >
> >
> >> On Aug 14, 2023, at 1:33 PM, D Ducky  wrote:
> >>
> >> Hello,
> >>
> >> It seems Chase does not support OFX anymore.
> >>
> >>
> > https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect-
> > will-no-longer-be-supported-by-chase-as-of-october-6th-2022/
> >>
> >> Is it possible to use some other method in gnucash to download
> > transactions from gnucash?
> > No, there is no other method in GnuCash to download transactions from US
> > banks. You may be able to download files from Chase's website that you can
> > import into GnuCash using File>Import. Likely formats are OFX, QFX, QIF, and
> > CSV.
> >
> > Regards,
> > John Ralls
> >
> >
> >
> >
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Re: [GNC] Chase ofx support?

2023-08-16 Thread D Ducky
I use that, I was just wondering if there's any direct connect support 
anymore, as opposed to download/import.


On 8/14/23 21:07, Kalpesh Patel wrote:

Chase does supports download in CSV, QFX, QIF and QBO formats for Credit
Card and Bank accounts.

QFX format seems to be the best and then importing it as a OFX/QFX has
worked well ...

-Original Message-
From: John Ralls 
Sent: Monday, August 14, 2023 4:43 PM
To: D Ducky 
Cc: Jon Schewe ; Gnucash Users 
Subject: Re: [GNC] Chase ofx support?




On Aug 14, 2023, at 1:33 PM, D Ducky  wrote:

Hello,

It seems Chase does not support OFX anymore.



https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect-
will-no-longer-be-supported-by-chase-as-of-october-6th-2022/


Is it possible to use some other method in gnucash to download

transactions from gnucash?
No, there is no other method in GnuCash to download transactions from US
banks. You may be able to download files from Chase's website that you can
import into GnuCash using File>Import. Likely formats are OFX, QFX, QIF, and
CSV.

Regards,
John Ralls





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[GNC] Chase ofx support?

2023-08-16 Thread D Ducky

Hello,

It seems Chase does not support OFX anymore.

https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect-will-no-longer-be-supported-by-chase-as-of-october-6th-2022/


Is it possible to use some other method in gnucash to download 
transactions from gnucash?


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Re: [GNC] Chase ofx support?

2023-08-16 Thread Kalpesh Patel
There is not any direct connect support anymore with Chase. They shuttered it
for good.

-- Original Message --
Received: Tue, 15 Aug 2023 05:10:22 PM EDT
From: D Ducky 
To: Kalpesh Patel , 'John Ralls'
Cc: 'Jon Schewe' , 'Gnucash Users'

Subject: Re: [GNC] Chase ofx support?

> I use that, I was just wondering if there's any direct connect support 
> anymore, as opposed to download/import.
> 
> On 8/14/23 21:07, Kalpesh Patel wrote:
> > Chase does supports download in CSV, QFX, QIF and QBO formats for Credit
> > Card and Bank accounts.
> >
> > QFX format seems to be the best and then importing it as a OFX/QFX has
> > worked well ...
> >
> > -Original Message-
> > From: John Ralls 
> > Sent: Monday, August 14, 2023 4:43 PM
> > To: D Ducky 
> > Cc: Jon Schewe ; Gnucash Users

> > Subject: Re: [GNC] Chase ofx support?
> >
> >
> >
> >> On Aug 14, 2023, at 1:33 PM, D Ducky  wrote:
> >>
> >> Hello,
> >>
> >> It seems Chase does not support OFX anymore.
> >>
> >>
> >
https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect-
> > will-no-longer-be-supported-by-chase-as-of-october-6th-2022/
> >>
> >> Is it possible to use some other method in gnucash to download
> > transactions from gnucash?
> > No, there is no other method in GnuCash to download transactions from US
> > banks. You may be able to download files from Chase's website that you
can
> > import into GnuCash using File>Import. Likely formats are OFX, QFX, QIF,
and
> > CSV.
> >
> > Regards,
> > John Ralls
> >
> >
> >
> >


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Re: [GNC] Chase ofx support?

2023-08-14 Thread Kalpesh Patel
Chase does supports download in CSV, QFX, QIF and QBO formats for Credit
Card and Bank accounts. 

QFX format seems to be the best and then importing it as a OFX/QFX has
worked well ...

-Original Message-
From: John Ralls  
Sent: Monday, August 14, 2023 4:43 PM
To: D Ducky 
Cc: Jon Schewe ; Gnucash Users 
Subject: Re: [GNC] Chase ofx support?



> On Aug 14, 2023, at 1:33 PM, D Ducky  wrote:
> 
> Hello,
> 
> It seems Chase does not support OFX anymore.
> 
>
https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect-
will-no-longer-be-supported-by-chase-as-of-october-6th-2022/
> 
> 
> Is it possible to use some other method in gnucash to download
transactions from gnucash?
> 

No, there is no other method in GnuCash to download transactions from US
banks. You may be able to download files from Chase's website that you can
import into GnuCash using File>Import. Likely formats are OFX, QFX, QIF, and
CSV.

Regards,
John Ralls




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Re: [GNC] Chase ofx support?

2023-08-14 Thread Gyle McCollam
I don't use direct connect at all anymore.  However, I do import OFX/QFX files 
from many sources, Chase credit card being one.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com<mailto:gmccol...@gyleshomes.com>   email


From: gnucash-user  on 
behalf of John Ralls 
Sent: Monday, August 14, 2023 4:42 PM
To: D Ducky 
Cc: Gnucash Users 
Subject: Re: [GNC] Chase ofx support?



> On Aug 14, 2023, at 1:33 PM, D Ducky  wrote:
>
> Hello,
>
> It seems Chase does not support OFX anymore.
>
> https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect-will-no-longer-be-supported-by-chase-as-of-october-6th-2022/
>
>
> Is it possible to use some other method in gnucash to download transactions 
> from gnucash?
>

No, there is no other method in GnuCash to download transactions from US banks. 
You may be able to download files from Chase's website that you can import into 
GnuCash using File>Import. Likely formats are OFX, QFX, QIF, and CSV.

Regards,
John Ralls


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Re: [GNC] Chase ofx support?

2023-08-14 Thread John Ralls



> On Aug 14, 2023, at 1:33 PM, D Ducky  wrote:
> 
> Hello,
> 
> It seems Chase does not support OFX anymore.
> 
> https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect-will-no-longer-be-supported-by-chase-as-of-october-6th-2022/
> 
> 
> Is it possible to use some other method in gnucash to download transactions 
> from gnucash?
> 

No, there is no other method in GnuCash to download transactions from US banks. 
You may be able to download files from Chase's website that you can import into 
GnuCash using File>Import. Likely formats are OFX, QFX, QIF, and CSV.

Regards,
John Ralls


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