OFX Direct Connect Setup Question

Tue Feb 5 22:21:27 EST 2008

It looks like you will have to download the ofx files and then use  
File->Import->Import OFX/QFX to get your data. The key indication is:

Web Connect is not Direct Connect. Even Intuit's list of Financial  
Institutions indicates that Keypoint does not support Direct Connect.  
If I understand Web Connect correctly, the usual way it's done is you  
start Quicken, then log into the bank web site with your browser and  
trigger the data transfer. Quicken intervenes and grabs the data as it  
streams in. At least in some cases, if you don't have Quicken running,  
you get an opportunity to save the data as a file. That's what you'll  
want, if you can get it.
The address with "brand" in it in the log is an intermediate server  
where all the information about participating banks is stored and  
updated. I think Quicken checks with the branding server at least once  
a week for changes to any of you financial instituitions' server  
addresses or services. For Direct Connect banks, the branding server  
returns the https address of the ofx data server, and Quicken  
automatically sends a request for whatever data you asked for. Web  
Connect banks apparently just send you back to Quicken, or await a web  
connect data stream that was initiated outside of Quicken's ofx  
management.
Dave
On Feb 5, 2008, at 7:20 PM, yetanother wrote:

>
> David,
> I got the Quicken Log (thanks), which is attached
> http://www.nabble.com/file/p15300093/Quicken_OFXLOG.txt  
> Quicken_OFXLOG.txt
>
> It tried the https://ofx-prod-brand.intuit.com/qw1400/fib.dll web  
> address
> and got the same error as before.  I used my old userid and  
> password, but
> I'm not sure that was correct.  I'm out of my element with this  
> interface.
>
> Any thoughts would be appreciated.
>
> Also, I updated the
> http://wiki.gnucash.org/wiki/ 
> Setting_up_OFXDirectConnect_in_GnuCash_2 wiki
> article .  Check it out and make any changes you feel needed.
>
> David Reiser wrote:
>>
>> yetanother wrote:
>>> David,
>>> Thanks!  I've attached the  http://www.nabble.com/file/p15293705/ofx.log
>>> ofx.log  file [edited]
>>>
>>> Any help would be appreciated.
>>>
>>> Also, if you don't mind I'll put something in the OFX Direct  
>>> Connect FAQ
>>> to
>>> show how to set the environment variable and get the ofx.log.  It  
>>> will
>>> mention Windows systems as well (so others won't make the dumb  
>>> mistake I
>>> did
>>> &-()
>>>
>> You're getting standard html back in the response, which means you
>> aren't sending to the real ofx server. You need to find out what the
>> current address of the ofx direct connect server is. One way that  
>> works
>> is to use Quicken to connect once, and read their logs. I haven't  
>> tried
>> Quicken 2008 yet, but all previous versions had some way to get at  
>> the
>> ofx logs. Of course, that means you either need to have an evaluation
>> version of Quicken, or a friend you can trust who has some working
>> version of Quicken.
>>
>> Soon there are likely to be problems with direct connect sessions.
>> Quicken is disabling online functionality of Quicken 2005 on April  
>> 30.
>> At that point, it seems likely that Intuit will also change their  
>> server
>> software to require challenge questions for ofxdc users. If that
>> happens, there will certainly be a delay while the libofx and/or
>> aqbanking folks figure out how to code the new login features. With  
>> no
>> known public ofx test servers, it takes people willing to test on  
>> their
>> own accounts to make changes happen.
>>
>> The challenge questions are supposedly multifactor authentication  
>> (now
>> overdue, according the the US government banking overseers...).
>>
>> Please do add to the wiki. That's the way the wiki gets better.
>>
>> Dave
>> -- 
>> David Reiser
>> dbreiser at earthlink.net
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>
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--
David Reiser
dbreiser at earthlink.net