Fwd: Charles Schwab OFX support.

Dawning Sky the.dawning.sky at gmail.com
Tue Feb 20 22:04:42 EST 2007


forwarding to the list.  please remember to cc the list.

---------- Forwarded message ----------
From: Arthur Dyck <arthur at avefoodcoop.ca>
Date: Feb 20, 2007 3:30 PM
Subject: Re: Charles Schwab OFX support.
To: Dawning Sky <the.dawning.sky at gmail.com>


On Tuesday 20 February 2007 15:06, you wrote:
> On 2/20/07, Arthur Dyck <arthur at avefoodcoop.ca> wrote:
> > On Tuesday 20 February 2007 09:36, Jeff Carneal wrote:
> > > Having just finally setup OFX downloading via aqbanking yesterday, I
> > > can attest that such a thing would be very helpful.
> > >
> > > The following page is a great start:
> > >
> > > http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings
> > >
> > > But to take it a step further, it should be a fairly simple matter to
> > > take the data from the files retrieved by getfidata.sh recommended
> > > there and make a HTML table complete with links to the appropriate
> > > FI's pertinent info.
> > >
> > > Jef
> >
> > I also agree that such a page would be useful.  I have been trying to set
> > up OFX without much success.  I found the data in getfidata.sh confusing
> > and have no idea what is what.  A combination of different trials has
> > been unfruitful.  If I could get some clarification from someone, I could
> > start working on a table.
> >
> > Arthur
>
> Have you tried the instructions on the following two Wiki pages:
>
> http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2
>
> http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings
>
> DS
Success!  It seems that during configuration the bank location kept reverting
to Germany.  So I saved the user account and then went back in to edit it and
I was able to retrieve the accounts.  I still had to guess at the ORG tag and
finally got it right.

Arthur


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