JPMorgan Chase Setup for OFX

[Brad Haack]

I couldn't get aqbanking/gnucash working w/ my Chase CC either.  I found 
a (perhaps better) solution with a python script which downloads the 
data to an ofx file, I cat several files together (from other 
institutions) & load them w/ 1 load ofx cmd in gnucash.

The script is ofx.py, available at:
http://www.jongsma.org/gc/

I added:
      "chase": {
                  "caps": [ "SIGNON", "CCSTMT" ],
                  "fid": "10898",
                  "fiorg": "B1",
                  "url": "https://onlineofx.chase.com/chase.ofx",
                 }
in the sites{} section at the top of the file.
I have no knowledge of python, but it was really easy to get this working.


Date: Thu, 19 Feb 2009 08:17:12 -0600 From: Anthony Messina 
<amessina at messinet.com>
Subject: Re: JPMorgan Chase Setup for OFX To: gnucash-user at gnucash.org 
Message-ID: <200902190817.13327.amessina at messinet.com> Content-Type: 
text/plain; charset="iso-8859-1" On Wednesday 18 February 2009 15:58:13 
George L wrote:
 > > I've tried the three sets of data I could find from the OFX Blog
 > > (http://ofxblog.wordpress.com/?s=chase
 > > which I believe includes that for the Credit Card account with no 
success
 > > in obtaining any accounts. Unless my bank ID is incorrect or there are
 > > other OFX data I don't see what else to try.
 > >
 > > George L
 > >
 > > Dennis Muhlestein wrote:
 >> > > Is the FID and url you are using for Chase Credit cards and not 
a bank
 >> > > account?  I think they are separate.  I use the credit card 
FID/URL and
 >> > > it works fine.  (You have to enable OFX on their website but 
they don't
 >> > > charge for it.)
 >> > >
 >> > > I don't have experience with a checking/savings account though. 
  I just
 >> > > recall when I was searching for FID information that there was 
multiple
 >> > > entries for Chase Bank depending on the type of account and 
actual Bank.

i get checking, savings and credit card accounts successfully from chase 
using
"B1" as the ORG.  this is straight from the wiki:

http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2

"ORG = another OFX tag... <ORG>, sometimes referred to as FIORG
this one can be weird. Chase's credit card <ORG> is B1 because they are now
using the servers acquired along with the rest of BankOne, and they haven't
changed the front end "
-- Anthony - http://messinet.com - http://messinet.com/~amessina/gallery