AQBanking
David Reiser
dbreiser at earthlink.net
Fri May 23 12:13:41 EDT 2008
On May 23, 2008, at 2:56 AM, Adam Rosenstein wrote:
>
> On Fri, 2008-05-23 at 00:38 -0400, David Reiser wrote:
>
>> First, the Bank of the West web site indicates that you have to pay a
>> fee to use DirectConnect
>> http://www.bankofthewest.com/BOW/main.jsp?ChId=50888bafabf8a010VgnVCM1000007fc35c92____
>>
>> WebConnect (ofx file downloads) are free, but DC including bill
>> payment inside Money/Quicken requires $7.95/month.
>>
> I am switching from windows/ ms money 2006. i pay the 8 bucks and
> have
> for a long time. i use bill pay alot. i might change that but for
> now
> i have a valid directconnect password.
>
>> The bankid is aqbanking's name for (usually) the ABA Routing/Transit
>> number. I have a bank account where that is not the case, but usually
>> the number from the lower left corner of your checks will work.
>
> I entered the routing number from a check. I also verified that
> this is
> the right number by googling for ABA and "bank of the west" and found
> that same number in a big list of financial institutions.
>
>>
>> If you don't already have a DirectConnect ID and password from the
>> bank, you will probably need to get them before you can hope to test
>> data in the various aqbanking fields.
>>
>> The way to be most sure you have the right data is:
>> Get an evaluation copy of Quicken (I think they exist)
>> Find a family member who doesn't use Quicken, has a PC, will let you
>> install it briefly on their machine
>> Install it
>> Log in once to your account
>> Use the ofx log retrieval utility from the customer help section of
>> quicken to display the log of your ofx session
>> Write down the FID, ORG, and provider URL
>> Uninstall Quicken and make sure your data files are gone
>> Go back to the aqbanking wizard in gnucash and enter the info.
>>
>> You probably want to export the ofx log as text to a file you keep so
>> you can pour over it's several sections in case something doesn't
>> quite work out right.
>>
>
> I will try to get the quicken log, i can just run it on vmware. does
> anyone know of a similar procedure from MS money (since i already
> own it
> and have it set up)?
>
>> Personally, I'd certainly use WebConnect for free rather than pay a
>> fee for directconnect.
>>
>> Dave
>> --
>> David Reiser
>> dbreiser at earthlink.net
>>
http://support.microsoft.com/kb/911941
--
David Reiser
dbreiser at earthlink.net
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