Re: [GNC] Wells Fargo OFX
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. ___ 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] Wells Fargo OFX
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. ___ 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] 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. ___ 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] Wells Fargo OFX
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? ___ 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] Wells Fargo OFX
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. ___ 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] 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. ___ 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] 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? ___ 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] Wells Fargo OFX
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? ___ 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] Wells Fargo OFX
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 >> 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] Wells Fargo OFX
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 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] Wells Fargo OFX
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 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.