Charles Schwab OFX support.

[David Reiser]

On 21 Feb 2007, at 12:43:01 AM, Arthur Dyck wrote:

> On Tuesday 20 February 2007 20:04, Dawning Sky wrote:
>> 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
>
> I spoke to soon.  It seems I was able to connect with the bank but  
> I was not
> able to download the accounts.
>
> Arthur

Hmm. That might be the branding server you're pointed at instead of  
the bank itself. Sometimes the branding server is .../something and  
the bank data is reached via .../something/bank123. But that's a case  
where you almost have to have access to a copy of Quicken to  determine.

--
David Reiser
dbreiser at earthlink.net