[GNC-dev] [GNC] Convincing my credit union to support online importing

[Jeff Albrecht]

The question dated 4/19/2018 was originally posted on gnucash-user I 
post response to my own question here on gnucash-devel hoping to help my 
Credit Union learn how to appear in the OFX DirectConnect User Setup wizard.
...

Very cool. I now have my GNUCash checking and savings accounts connected 
online to my credit union (cu).

After discussing with them at the annual meeting, the cu actually 
installed it (I suggested 2.6.21 rather than 3.0) they reported; 
"Version 2.6.21 installed cleanly, thank you for the tip.  We completed 
a review of the application including information security and 
integration options.  It’s a very complete solution."

The configuration isn't ready for prime time yet for all cu members, 
however the cu want's to learn how / where to add itself so that they 
show up in the OFXConnect wizard.

They asked me; "Do you know where GNUcash sources the financial 
institution list?  http://www.ofxhome.com looks to be the best 
reference.  I wonder if we add redactedcu there, then the GNUcash setup 
wizard might pick up the settings." Can someone help me answer them?


Thanks, - Jeff


On 4/19/2018 7:55 AM, Jeff Albrecht wrote:
> Here in Arizona, USA Tuesday I attend the annual meeting of my credit 
> union. I met with the Senior VP / Chief Information officer. We spoke 
> about Quicken and it's rapid price hikes and move to subscription 
> model. I told him a bit about GnuCash and that I had just converted to 
> GnuCash and had imported a decade of Quicken data. I gave him some old 
> school paper with some resources and my contact info. I asked if it 
> would be possible to support online banking to support GnuCash. They 
> do have a .OFX export. Yesterday he emailed to me;
>
>        "... Intuit has ratcheted up their pricing model for several
>        years and good to know there are viable options in the
>        marketplace. We have connected with the team here at _______ and
>        will look into GNUCash over the next few business days. Can I
>        get back with you by Friday, April 27^th ? My contact
>        information is listed below.  Please don’t hesitate to reach out
>        with additional ideas or questions."
>
> They seem genuinely interested. I would like to gather up information 
> that may be valuable to the credit union in researching and deciding 
> to support it, and perhaps links to implementation resources.
>
> Does anyone have links etc. I might want to read and share with my 
> Credit Union? Beyond
>
>  * "Setting up OFXDirectConnect in GnuCash 2"
> https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2#The_AqBanking_Set-up_Wizard
>  * "AqBanking" https://wiki.gnucash.org/wiki/AqBanking
>
> I'm also looking for
>
>  * Press
>      o public looking for their banks to support it
>      o banks that have implemented
>          + Success stories
>  * Technical
>      o Resources
>  * ???
>
> Has anyone on the list worked with a bank to convince and/or implement 
> support for online connections?
>
>
> Thanks, - Jeff
>
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