Re: [GNC] Online Banking Setup

[John M. Thornton]

Jim,

Thanks for your response and with what I have tried in the past which was a
lot of what you mentioned,  it just looks like to me it's not worth the
effort with no guarantees it will work.

I will continue the manual entry along with using the QIF / OFX downloads
from my financial institutions.

Cheers,

John

John
Sent from Gmail for Android

On Sun, Jul 16, 2023, 19:12 Jim DeLaHunt  wrote:

> Hello, John, and welcome to GnuCash!
>
> On 2023-07-16 15:39, John M. Thornton wrote:
>
> > Good afternoon,
> >
> > I just wanted to inquire if anybody is able to use the Online Banking
> Setup
> > with Gnucash and how easy it was to set up within North America.  I
> > have tried to follow some wiki information and also looked at the setup
> for
> > my banks but it just doesn't seem to work.  I am able to download either
> > QIF or OFX files and do that, just was looking for something maybe a
> little
> > easier similar to how Quicken used to do it.
> >
> > I am using Windows 11, GnuCash 5.3 for reference
>
> I am guessing that want to use Online Banking itself, and the Online
> Banking Setup is just a necessary step in preparation. The term I use
> for this interaction is OFXDirectConnect, which is the name of the
> protocol which actually does the information exchange.  If you have not
> already read the wiki page,
> , I recommend
> it to you.
>
> Yes, I have used Online Banking via OFXDirectConnect for some banks and
> credit cards in the USA and Canada in the past. I no longer use it,
> because entering my transactions manually works better for me.
>
> My experience is that how easy or difficult it is to set up
> OFXDirectConnect is entirely a function of the bank or credit card
> company. Most don't bother to offer the service. Those that do, tend to
> offer it in idiosyncratic ways which require you to figure out what
> combinations of settings will be just right let the connection work.
> And, they tend not to describe what they require very well.
>
> The web site OFX Home  lists the required
> connection settings for some 300 banks and companies. If that company to
> which you want to connect is described there, correctly, then setting up
> a connection is easier. If it is not there, then it will probably be
> difficult to figure out.
>
> Does that answer your question?
>
> Best regards,
> —Jim DeLaHunt
>
>
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Re: [GNC] Online Banking Setup

[Jim DeLaHunt]

Hello, John, and welcome to GnuCash!

On 2023-07-16 15:39, John M. Thornton wrote:


Good afternoon,

I just wanted to inquire if anybody is able to use the Online Banking Setup
with Gnucash and how easy it was to set up within North America.  I
have tried to follow some wiki information and also looked at the setup for
my banks but it just doesn't seem to work.  I am able to download either
QIF or OFX files and do that, just was looking for something maybe a little
easier similar to how Quicken used to do it.

I am using Windows 11, GnuCash 5.3 for reference


I am guessing that want to use Online Banking itself, and the Online 
Banking Setup is just a necessary step in preparation. The term I use 
for this interaction is OFXDirectConnect, which is the name of the 
protocol which actually does the information exchange.  If you have not 
already read the wiki page, 
, I recommend 
it to you.


Yes, I have used Online Banking via OFXDirectConnect for some banks and 
credit cards in the USA and Canada in the past. I no longer use it, 
because entering my transactions manually works better for me.


My experience is that how easy or difficult it is to set up 
OFXDirectConnect is entirely a function of the bank or credit card 
company. Most don't bother to offer the service. Those that do, tend to 
offer it in idiosyncratic ways which require you to figure out what 
combinations of settings will be just right let the connection work. 
And, they tend not to describe what they require very well.


The web site OFX Home  lists the required 
connection settings for some 300 banks and companies. If that company to 
which you want to connect is described there, correctly, then setting up 
a connection is easier. If it is not there, then it will probably be 
difficult to figure out.


Does that answer your question?

Best regards,
   —Jim DeLaHunt


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Re: [GNC] Online Banking setup

[Keith Bellairs]

3.7 is a fix. Thanks, John

On Wed, Feb 12, 2020 at 7:30 PM John Ralls  wrote:

>
>
> > On Feb 12, 2020, at 9:47 AM, Keith Bellairs  wrote:
> >
> > Just upgraded my Mac from GNC 3.5 to 3.8. Online banking setup was
> > apparently lost. Online actions for a couple of accounts now report as
> not
> > set up. Bummer. They had worked flawlessly before.
> >
> > So I went to the online banking tool to set them up again. When I get to
> > the Retrieve Accounts button, the wizard reports that it worked -
> > connection to my bank seems to be OK. But no accounts are visible. This
> was
> > dead simple in 3.5 so I don't know what I am missing. Along the way in
> the
> > wizard I didn't see any accounts in the Accounts tab. Also did not see a
> > configuration option "Supports Account List Downloads" check box that is
> > mentioned in the wiki
> >
> > I can go back to downloading an OFX so the problem is not critical. But
> > what happened?
>
> A new version of AQBanking that's necessary for German FinTS users but
> wasn't quite ready for OFX DirectConnect users. Install 3.7 for now, we
> hope that it will work again for 3.9.
>
> Regards,
> John Ralls
>
>
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Re: [GNC] Online Banking setup

[John Ralls]

> On Feb 12, 2020, at 9:47 AM, Keith Bellairs  wrote:
> 
> Just upgraded my Mac from GNC 3.5 to 3.8. Online banking setup was
> apparently lost. Online actions for a couple of accounts now report as not
> set up. Bummer. They had worked flawlessly before.
> 
> So I went to the online banking tool to set them up again. When I get to
> the Retrieve Accounts button, the wizard reports that it worked -
> connection to my bank seems to be OK. But no accounts are visible. This was
> dead simple in 3.5 so I don't know what I am missing. Along the way in the
> wizard I didn't see any accounts in the Accounts tab. Also did not see a
> configuration option "Supports Account List Downloads" check box that is
> mentioned in the wiki
> 
> I can go back to downloading an OFX so the problem is not critical. But
> what happened?

A new version of AQBanking that's necessary for German FinTS users but wasn't 
quite ready for OFX DirectConnect users. Install 3.7 for now, we hope that it 
will work again for 3.9.

Regards,
John Ralls

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