How to automate data importing on Mac

Derek Atkins warlord at MIT.EDU
Fri May 4 09:39:23 EDT 2007


Vladimir Weinstein <weivsara at gmail.com> writes:

> Hi,
>
> I'm guessing people have already figured this one out -
> I have accounts at 3 financial institutions that I import to GC on a  
> regular basis (1 to 2 times a week). One of those institutions holds  
> 3 accounts. So my routine on a Mac is to visit every site, download  
> OFX data, and then from GC do file->import->OFX 4 to 6 times.  
> Afterwards I delete downloaded files.
>
> This work is not too bad. However, on Windows + MS Money I was able  
> to define MS Money as a handler for OFX files and it would  
> automatically open and import my stuff. I never used 'Online banking'  
> features of MS Money because banks tend to like to charge for that.
>
> Is there a reasonable way to shorten and/or simplify this procedure?

Yes, it's called "OFX Direct Connect" and it's available
in GnuCash 2.0 and above with modern AqBanking and LibOFX support.
See http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2

-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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