direct download from broker

[Victor Chudnovsky]

Thanks, that's very helpful and looks promising. I tried some quick
tweaks to the ofx.py script last night and couldn't get it to work with
Schwab, but I'll spend more time on it this weekend.

Cheers,

Victor

On Wed, 2006-01-04 at 22:35 -0500, David Reiser wrote:
> On Jan 4, 2006, at 6:39 PM, Victor Chudnovsky wrote:
> 
> > Hi there,
> >
> > I asked the technical support people at Charles Schwab, my broker,
> > whence to download an OFX-, QFX-, or QIF-formatted file with my
> > transactions. It turns out that they do not make this service  
> > available
> > on the web because they have a feature that allows Microsoft Money to
> > connect directly to their system to download the transactions without
> > going through a web browser.
> >
> > Can/could GnuCash connect to financial institutions using this  
> > protocol?
> > Does anyone have ideas for any workarounds other than using a Windows
> > box to get the transactions from Schwab, save them to a file, and then
> > read the file into GnuCash?
> >
> > FWIW, I suggested to the people at Schwab that they make  
> > downloading the
> > file from the website an option "because not everyone uses Windows."
> >
> > Thanks,
> >
> > Victor
> It looks to me like you can use ofx.py to download the info, but  
> you'd have to be willing to tweak the script. Once downloaded, the  
> gnucash ofx import works quite well. Libofx (the parser used by  
> gnucash) does have an issue with dividends in certain circumstances, but
> 
> http://www.jongsma.org/gc/ has a copy of ofx.py available.
> 
> aqbanking will probably get this capability in the not too distant  
> future, but it isn't quite ready yet. Once aqbanking can do it,  
> gnucash2 will be able to do it.
> 
>  From the data on banks/brokers/credit card companies, it doesn't  
> look like Schwab inhibits access -- they just obscure the url:  
> https://ofx.schwab.com/cgi_dev/ofx_server. Certainly, they have no  
> intention of supporting access outside of Money. It could be that  
> Schwab makes you activate access through a separate channel before  
> you can log in to the ofx server (Chase does, but happily they don't  
> charge for my particular circumstances). Once activated, it shouldn't  
> be hard to download data. Since such activation is usually through a  
> separate channel, you can probably just sign up, and then use other  
> utilities. Again, no support...
> 
> What Schwab does say about support is:
> 
> The standard customer support numbers at Schwab are not prepared to  
> help you with specific questions on Money. There is no support  
> provided through email within the Customer Center at the Schwab website.
> 
> The Money Schwab customer support team is ready to assist you with  
> any questions you have about passwords, User ID, availability of  
> accounts for download and imported account data in the Online Banking  
> and Investment place.
> 
> Charles Schwab Money Support 1-800-533-0439
> --
> David Reiser
> dbreiser at earthlink.net
> 
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