OFX support

Benoit Grégoire bock@step.polymtl.ca
Sun, 14 Jul 2002 22:08:06 -0400


Working OFX import code has been in CVS for a few weeks.  I believe it is now 
ready for wider testing.  Please note that it doesn't yet support stock and 
investment accounts.  

Do not hesitate to tell me about ANY problems problems you encounter with the 
ofx module or the libofx library.

Here is a copy of the module's README:
---------------------

This is the new OFX import module.  It's still very young, but it is now ready 
for other people to test.
Note: You should also read src/import-export/generic-import-design.txt

Implemented features (some of these are from the generic import module):
-OFX file selection
-Account matching, using unique OFX account ID
-Account creation
-Transaction duplicate matching, using the unique OFX transaction ID only.
-Saving of ALL transaction data currently supported by LibOFX.  When no 
gnucash equivalent, it is put in the Transaction's Note field.  You must have 
double-line mode enabled to view the notes field.

Unimplemented features:
-Account currency compatibility check
-Automatically set sane defaults when creating new account (parent account, 
sibling, currency, etc.)
-Transaction fuzzy matching and split balancing

To compile:
./autogen.sh --enable-ofx
make
If sucessfull, an item will appear in Gnucash's File/Import submenu.

You must have LibOFX >= 0.23 installed. http://step.polymtl.ca/~bock/libofx/
LibOFX depends on OpenSP , read LibOFX's "INSTALL" file.  LibOFX needs a 
recent version (1.5pre5 as of this writing, 1.4 might work).
I suggest you first run your ofx file thru ofxdump before you try it from 
GnuCash.
--------------------
Enjoy,
-- 
Benoit Grégoire
LibOFX http://step.polymtl.ca/~bock/libofx/