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

[John Ralls]

Did you or they try the "add institution" link in the "OFX Home" box in the upper right corner?

Regards,
John Ralls


> On May 10, 2018, at 10:43 AM, Jeff Albrecht <jeffa at rodaw.com> wrote:
> 
> 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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