Re: [GNC] Wells Fargo OFX

2023-07-25 Thread Kalpesh Patel
Correction: URL for the technical side is 
https://sites.google.com/site/pocketsense/home/msmoneyfixp1/ofx-automation.

My great resource about who supports OFX/QFX is https://www.ofxhome.com/.
 

-Original Message-
From: Kalpesh Patel  
Sent: Monday, July 24, 2023 5:09 PM
To: 'Glenn Serre' ; 'Chris Miller' 
Cc: 'gnucash-user' 
Subject: Re: [GNC] Wells Fargo OFX

Glenn, you said " I think QFX is OFX with some minor modifications.". 

>From the GNC import perspective, they are both same. Technically QFX is 
>proprietary Quicken implementation of OFX by adding a header but GNC ignores 
>that header during the import.

I concur that best way to deal with OFX is to download via financial 
institutions on-line web portal and import it in. If you want go down the 
technical side, see 
https://sites.google.com/site/pocketsense/home/msmoneyfixp1/faq. It is old but 
is good. 

OFX direct connect (verus downloading) is dying. BOF discontinued and so did 
Chase. Schwab went behind paywall with Quicken is the only one authorized for 
OFX direct connect.

-Original Message-
From: Glenn Serre  
Sent: Monday, July 24, 2023 2:54 PM
To: Chris Miller 
Cc: gnucash-user 
Subject: Re: [GNC] Wells Fargo OFX

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.




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Re: [GNC] Wells Fargo OFX

2023-07-24 Thread Kalpesh Patel
For what it is worth, all OFX/QFX files can be concatenated into one and then 
import it as a single import action as it is not necessary to import 
individually. A trivial undertaking for *NIX ('cat' command) or Windows ('type' 
command) platform.


-Original Message-
From: Kalpesh Patel  
Sent: Monday, July 24, 2023 5:09 PM
To: 'Glenn Serre' ; 'Chris Miller' 
Cc: 'gnucash-user' 
Subject: RE: [GNC] Wells Fargo OFX

Glenn, you said " I think QFX is OFX with some minor modifications.". 

From the GNC import perspective, they are both same. Technically QFX is 
proprietary Quicken implementation of OFX by adding a header but GNC ignores 
that header during the import.

I concur that best way to deal with OFX is to download via financial 
institutions on-line web portal and import it in. If you want go down the 
technical side, see 
https://sites.google.com/site/pocketsense/home/msmoneyfixp1/faq. It is old but 
is good. 

OFX direct connect (verus downloading) is dying. BOF discontinued and so did 
Chase. Schwab went behind paywall with Quicken is the only one authorized for 
OFX direct connect.

-Original Message-
From: Glenn Serre  
Sent: Monday, July 24, 2023 2:54 PM
To: Chris Miller 
Cc: gnucash-user 
Subject: Re: [GNC] Wells Fargo OFX

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.


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Re: [GNC] Wells Fargo OFX

2023-07-24 Thread Kalpesh Patel
Glenn, you said " I think QFX is OFX with some minor modifications.". 

From the GNC import perspective, they are both same. Technically QFX is 
proprietary Quicken implementation of OFX by adding a header but GNC ignores 
that header during the import.

I concur that best way to deal with OFX is to download via financial 
institutions on-line web portal and import it in. If you want go down the 
technical side, see 
https://sites.google.com/site/pocketsense/home/msmoneyfixp1/faq. It is old but 
is good. 

OFX direct connect (verus downloading) is dying. BOF discontinued and so did 
Chase. Schwab went behind paywall with Quicken is the only one authorized for 
OFX direct connect.

-Original Message-
From: Glenn Serre  
Sent: Monday, July 24, 2023 2:54 PM
To: Chris Miller 
Cc: gnucash-user 
Subject: Re: [GNC] Wells Fargo OFX

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.


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Re: [GNC] Wells Fargo OFX

2023-07-24 Thread Kalpesh Patel
You asked "OFX exchange is so important to me that I would consider changing 
banks to get it. What banks support GnuCash OFX with the fewest problems? Which 
ones have the most trouble?".

Quite a number of institutions support OFX downloads through their online web 
portal (and then you can import into GNC). 

- Ally Bank comes to mind for (at least?!?!) checking, saving, certificate of 
deposits, and money market accounts; no frills on-line only bank with above 
average interest rates to go with it. Hell some of local regionals one like 
Sterling Nations does as well.

- Fidelity Visa comes to mind for credit card needs. 2% rebates on all charged 
transactions. What more can you ask for? AmEx and Citicard does as well.

- Vanguard and Fidelity for investment needs. Don’t quote me on this but I 
believe they don’t charge for ETF transactions and small fee for security 
transactions, if any.

OFX on most part is problem free for most part, at least it has been for your's 
truly for many, many, many moons.

-Original Message-
From: Chris Miller  
Sent: Monday, July 24, 2023 1:33 PM
To: Brad Morrison 
Cc: gnucash-user 
Subject: Re: [GNC] Wells Fargo OFX

Hi Brad, 


Did you already review the information & links from my last email responding to 
your OFX/online banking issues? 

https://lists.gnucash.org/pipermail/gnucash-user/2023-July/107875.html 



Yes. Well, partly. I read the message, but I did not go to both webpages you 
gave me; I went to [ 
https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings | 
https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings ] looking for 
"Wells Fargo" and I found nearly zero. There was one reference to "Wells Fargo" 
and that was a reference to https://ofxdc.wellsfargo.com/ofx/process.ofx which 
I suspect is not instruction to me, but might be to GnuCash. In any case, I am 
left with zero guidance. 

There are two obvious reason for so little instruction: "It is trivial." and 
does not justify the effort to write any instructions or "It is impossible." 
and does not justify the effort to write any instructions. 

There are other places I could go for instructions, but it occurred to me that 
maybe I'm not the only Wells Fargo depositor to try GnuCash, and there might be 
some valuable experience available for the asking. So, I asked. 




BQ_BEGIN
If so, did you have more specific questions? 
BQ_END

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. 

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? 

Thanks for the help,
--
Chris. 

V:916.799.9461
F:916.974.0428
A: Because we read from top to bottom, left to right.
Q: > Why should I start my reply below the quoted text? 



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Re: [GNC] Wells Fargo OFX

2023-07-24 Thread Gyle McCollam
Just to add to what Glenn stated, I too gave up on AQBanking Direct Connect.  I 
also just log into my various bank accounts and credit cards and download the 
information in either QFX, OFX, or CSV file.  It works great without the hassle 
of Direct Connect.


Thank You,

Gyle McCollam

Gyle McCollam

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


From: gnucash-user  on 
behalf of Glenn Serre 
Sent: Monday, July 24, 2023 2:54 PM
To: Chris Miller 
Cc: gnucash-user 
Subject: Re: [GNC] Wells Fargo OFX

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.
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Re: [GNC] Wells Fargo OFX

2023-07-24 Thread 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.
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Re: [GNC] Wells Fargo OFX

2023-07-24 Thread Chris Miller
Hi Brad, 


Did you already review the information & links from my last email 
responding to your OFX/online banking issues? 

https://lists.gnucash.org/pipermail/gnucash-user/2023-July/107875.html 



Yes. Well, partly. I read the message, but I did not go to both webpages you 
gave me; I went to [ 
https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings | 
https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings ] looking for 
"Wells Fargo" and I found nearly zero. There was one reference to "Wells Fargo" 
and that was a reference to https://ofxdc.wellsfargo.com/ofx/process.ofx which 
I suspect is not instruction to me, but might be to GnuCash. In any case, I am 
left with zero guidance. 

There are two obvious reason for so little instruction: "It is trivial." and 
does not justify the effort to write any instructions or "It is impossible." 
and does not justify the effort to write any instructions. 

There are other places I could go for instructions, but it occurred to me that 
maybe I'm not the only Wells Fargo depositor to try GnuCash, and there might be 
some valuable experience available for the asking. So, I asked. 




BQ_BEGIN
If so, did you have more specific questions? 
BQ_END

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. 

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? 

Thanks for the help, 
-- 
Chris. 

V:916.799.9461 
F:916.974.0428 
A: Because we read from top to bottom, left to right.
Q: > Why should I start my reply below the quoted text? 

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Re: [GNC] Wells Fargo OFX

2023-07-24 Thread Chris Miller
Hi David, 


I'll take the contrarian position and note that there are more ways to 
synchronize your account with the bank's. 


A discussion with a contrarian will require that I have a clear understanding 
of my arguments, at a minimum, so that is good news. 

If you are talking about periodic reconciliation, then I agree, but antecedent 
to reconciliation is "data entry", and that is where OFX provides value. No 
"data entry" error to uncover and fix. What other techniques can you tell me? 




BQ_BEGIN
Some argue that using the bank to keep your books up to date leaves you 
dependent entirely on the bank for accuracy. 
BQ_END

If you are "relying" on the bank, then I agree, but if you are "reconciling" 
with the bank, then you still control your own accuracy, and can hold the bank 
accountable as well. 




BQ_BEGIN
I enter the transactions for my family's activities manually, and while it gets 
tedious at times, it does give me a chance to review the transactions and have 
a check on what we are spending money on. 
BQ_END

I have a different technique. I always get a receipt. I review the receipt for 
accuracy right then and there. "Data entry" -- accurate and done. I synchronize 
my local software with my bank accounts and credit card accounts with OFX and 
then I match each bank supplied transaction with a receipt before I accept it 
into the register. I've never had to deal with "data entry" errors. I still 
"reconcile" my paper statements from the bank with my local accounting software 
records, but it is trivial, since I already know what is going to be on those 
statements. "Reconciliation" is a check that OFX is accurate at the transaction 
level, not the data entry level, since data entry happens at the point of 
purchase. 

I find that I can only do one thing at a time. If I'm doing "data entry" then I 
can't be distracted by also analyzing spending patterns; "spending patterns" is 
the province of reports. 

If you are doing "data entry" on your transactions, then any mistakes revealed 
by "reconciliation" are far more likely to be "data entry" mistakes than bank 
errors, since the bank never does "data entry". 



So, I'm back to GnuCash OFX and Wells Fargo ... It is a "deal breaker" for me. 
If I can't get GnuCash to work, then I will have to find something else that 
does. I really want GnuCash to work, but Wells Fargo sees the world differently 
than I do and Wells Fargo can absolutely prevent GnuCash OFX from working if 
they choose to do that, and they very well might. 

Thanks for the help, 
-- 
Chris. 

V:916.799.9461 
F:916.974.0428 
A: Because we read from top to bottom, left to right.
Q: > Why should I start my reply below the quoted text? 

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Re: [GNC] Wells Fargo OFX

2023-07-23 Thread David T. via gnucash-user
I'll take the contrarian position and note that there are more ways to 
synchronize your account with the bank's. Some argue that using the bank to 
keep your books up to date leaves you dependent entirely on the bank for 
accuracy. I enter the transactions for my family's activities manually, and 
while it gets tedious at times, it does give me a chance to review the 
transactions and have a check on what we are spending money on. And generally, 
it goes pretty quickly anyway. 

⁣David T. ​

On Jul 23, 2023, 6:12 AM, at 6:12 AM, Brad Morrison  
wrote:
>Hi Chris/all,
>
>Did you already review the information & links from my last email 
>responding to your OFX/online banking issues?
>
>https://lists.gnucash.org/pipermail/gnucash-user/2023-July/107875.html
>
>If so, did you have more specific questions?
>
>Thanks,
>
>Brad
>
>
>On 7/22/23 19:13, Chris Miller wrote:
>> Hi Folks,
>> I bank with Wells Fargo and have done so for 30 years. I've used
>> QuickBooks and Quicken for most of that time and they have worked
>out
>> well. Regardless, I am not a fan of Intuit.
>> I'm investigating GnuCash, and the thing I find most important is
>being
>> able to synchronize my accounts with Wells Fargo. However I'm not
>> finding much advice on how to set up OFX.
>> Does anybody have experience with this? Does anybody have advice
>for me
>> on how to do it, or if I should do it.
>> Thanks for the help,
>> Chris.
>> Laboriously sent to you from my ... do you really care?
>> ___
>> gnucash-user mailing list
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>>
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>-
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Re: [GNC] Wells Fargo OFX

2023-07-22 Thread Brad Morrison

Hi Chris/all,

Did you already review the information & links from my last email 
responding to your OFX/online banking issues?


https://lists.gnucash.org/pipermail/gnucash-user/2023-July/107875.html

If so, did you have more specific questions?

Thanks,

Brad


On 7/22/23 19:13, Chris Miller wrote:

Hi Folks,
I bank with Wells Fargo and have done so for 30 years. I've used
QuickBooks and Quicken for most of that time and they have worked out
well. Regardless, I am not a fan of Intuit.
I'm investigating GnuCash, and the thing I find most important is being
able to synchronize my accounts with Wells Fargo. However I'm not
finding much advice on how to set up OFX.
Does anybody have experience with this? Does anybody have advice for me
on how to do it, or if I should do it.
Thanks for the help,
Chris.
Laboriously sent to you from my ... do you really care?
___
gnucash-user mailing list
gnucash-user@gnucash.org
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[GNC] Wells Fargo OFX

2023-07-22 Thread Chris Miller
   Hi Folks,
   I bank with Wells Fargo and have done so for 30 years. I've used
   QuickBooks and Quicken for most of that time and they have worked out
   well. Regardless, I am not a fan of Intuit.
   I'm investigating GnuCash, and the thing I find most important is being
   able to synchronize my accounts with Wells Fargo. However I'm not
   finding much advice on how to set up OFX.
   Does anybody have experience with this? Does anybody have advice for me
   on how to do it, or if I should do it.
   Thanks for the help,
   Chris.
   Laboriously sent to you from my ... do you really care?
___
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gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
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-
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