GnuCash financial software

[John Ralls]

On Oct 25, 2014, at 10:35 PM, David Reiser <dbreiser at icloud.com> wrote:

>> On Oct 25, 2014, at 10:47 PM, David Carlson <david.carlson.417 at gmail.com> wrote:
>> 
>> 
>> 
>> I would like to hear from users that are actually using the Aqbanking
>> OFX Direct Connect.  How well does it work? 
>> 
>> David C
>> _____________________________
> 
> I’ve used it for years, and the ofx part works fine. I wish the transaction matcher worked better in certain circumstances (multiple nearly identical transactions cause some transactions not to be imported), but I wouldn’t give up the direct connect because of that.
> 
> When I started using direct connect, the setup was a bit twitchier than it is now. But once it’s set up either way, it works almost forever. I did have to manually intervene recently when Chase transferred my account data to a new account before the card arrived, so I didn’t know what the new active account number was. Digging up connection addresses for some banks is a challenge. I just get a Quicken Starter copy free with Turbo Tax every 2 or 3 years (to beat the sunset issue), and read the ofx logs from quicken to find any server address changes.

I’ll second that. I’ve been using it for many years too, and for the banks that support it and for which we can determine the configuration information, it works quite well.

I agree that the transaction matcher needs some work.

Regards,
John Ralls