ofx.py setup

[Andre Powell]

Thank you very much for the help it worked fine. I
think that setup and usage instructions on the wiki
would benefit newbies in the future.
Andre

--- David Reiser <dbreiser at earthlink.net> wrote:

> Your message finally reminded me that the original
> ofx.py was written  
> to access credit card and investment account
> statements. Bank  
> statements need an additional field in the mix, so
> you need ofx-ba.py  
> (http://www.jongsma.org/gc/scripts/ofx-ba.py).
> 
> Then edit the sites area to include (you can replace
> the example if  
> you like):
> 
>         "ncsecu": {
>                   "caps": [ "SIGNON", "BASTMT" ],
>                    "fid": "1001",
>                  "fiorg": "SECU",
>                    "url":
> "https://onlineaccess.ncsecu.org/scripts/ 
> SECUOFXWedge.dll",
>                 "bankid": "253177049"
>                 },
> 
> the "bankid" should be your routing transit number.
> double check that  
> I found the right one.
> 
> Then you would run the script by:
> 
> python ofx-ba.py ncsecu userloginname account#
> CHECKING
> 
> or
> 
> python ofx-ba.py ncsecu userloginname account#
> SAVINGS
> 
> I'm pretty sure the all caps is necessary in the
> account type.
> Substitute your real login ID and account numbers in
> the obvious places.
> 
> After you enter the command (followed by return),
> the script will ask  
> you for your password. Enter the password followed
> by return, and the  
> script will chew for a while (several seconds) while
> it works. Make  
> sure your internet connection is active before you
> run the script.
> 
> The script will create a file in the current working
> directory named  
> "ncsecuYYYYMMDD.ofx" where date you run the script
> is inserted in the  
> file name. While you're testing, you might want to
> look at the .ofx  
> file returned with a text editor before you try
> importing it into  
> gnucash. The file will get created even if an error
> occurs. You have  
> to open the file to see what the ofx server returned
> to discover what  
> errors happen.
> 
> The bank data for other banks is currently available
> in aqbanking,  
> but until a couple more changes happen, one must
> still dig out some  
> of the data by hand. There are some changes (on the
> drawing board,  
> anyway) to libofx which will allow the aqbanking
> setup accessed  
> through GnuCash 2.0.x to fill the appropriate fields
> automatically.  
> And since aqbanking can now do ofxdirectconnect for
> statement  
> downloads, you'll be able to download the data
> directly to Gnucash.
> 
> Gnucash 2.0.1 is almost ready to move to the fink
> unstable tree for  
> the mac. bmaret has now included aqbanking in the
> packaging mix. I  
> guess I'd better get going on my instructions for
> setting up  
> aqbanking...
> 
> If you try the above modifications, let us know
> whether or not it  
> works. I haven't succeeded in connecting to a
> checking account yet,  
> as my bank uses a third party ofx server that uses a
> nonstandard ssl  
> certificate interchange. grr.
> 
> Dave
> 
> On Aug 23, 2006, at 8:53 AM, Andre Powell wrote:
> 
> > Thanks for the response:
> > The web interface only offers .csv downloads, but
> > there is support for Quicken ( I was using 2004
> Mac)
> > and Money. The bank is State Employees Credit
> Union -
> > NC , and I see in the XML files some information,
> but
> > that is about as far as I have gotten.
> >
> > Andre
> >
> > --- David Reiser <dbreiser at earthlink.net> wrote:
> >
> >>
> >> On Aug 22, 2006, at 9:49 PM, Andre Powell wrote:
> >>
> >>> Hello I am new to *nix type software and have
> been
> >> chugging along
> >>> with Gnucash 1.8.9 (OSX 10.3.9) and have been
> >> trying to get the
> >>> python script to download ofx from the one bank
> >> that I have that
> >>> only offers .csv file downloads.
> >>> I have not been able to find any examples with
> >> Google or from the
> >>> program's webpage. Any help would be greatly
> >> appreciated with this
> >>>
> >> Do you mean that the web interface only offers
> .csv
> >> file downloads,
> >> but you know that they offer Quicken connections
> >> too? None of the
> >> tools turns a csv into ofx, the bank has to be
> >> sending ofx through
> >> some channel. Usually the bank won't admit to
> >> allowing ofx access
> >> outside of Quicken, but in at least some cases
> they
> >> do (after all, it
> >> _is_ supposed to be an open interchange
> >> standard...).
> >>
> >> If your bank isn't in the short list that's
> >> preprogrammed into
> >> ofx.py, then you have to edit ofx.py to set it up
> >> for the connection.
> >> Then you get to experiment with just what
> >> information you need to
> >> have ofx.py send to successfully connect. What
> bank
> >> are you using? I
> >> can at least do a quick check to see if their ofx
> >> web address is
> >> reasonably available. If it does, we can work on
> the
> >> rest of the
> >> process.
> >>
> >> Dave
> >> --
> >> David Reiser
> >> dbreiser at earthlink.net
> >>
> >>
> >
> >
> > __________________________________________________
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> 
> --
> David Reiser
> dbreiser at earthlink.net
> 
> 


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