Quicken (chase) credit card with OFX

[David G. Hamblen]

On 08/27/2010 06:13 AM, David G. Hamblen wrote:
> On 08/26/2010 11:02 PM, David Reiser wrote:
>> On Aug 26, 2010, at 12:22 PM, David G. Hamblen wrote:
>>
>>> I've finally gotten my quicken downloads to work with gnucash, but 
>>> there was one wrinkle not discussed in the wiki.  I used the 
>>> Aqbanking wizard to create a new user, and tried to download the 
>>> Accounts, and nothing much appeared to happen.  The ofx.log didn't 
>>> show any errors, and it contained my correct credit card number; so 
>>> I knew it was connecting.
>>>
>>> What I had to do was enter the Account information manually (the 
>>> wiki says you shouldn't need to do this).  Once I entered the 
>>> account manually, I was able to download transactions from 
>>> ofx.chase.com.  Perhaps a note about manually creating accounts in 
>>> the wiki is in order.
>>>
>>> Dave
>> Coincidentally, just this morning I was doing the same thing with my 
>> Chase accounts, and the wizard did retrieve the accounts correctly. 
>> Did you look in the Accounts tab after retrieving them. You get 
>> dumped back into the Users tab when you leave the dialog that has the 
>> Retrieve Accounts button. Also, you should have seen the accounts 
>> after you closed the setup wizard and you continued "Forward" in the 
>> overall Online Banking Setup where it asks you to identify gnucash 
>> accounts to match the ones from the wizard.
>>
> Interesting.  I got dumped back to the initial "Start OnLine Banking 
> Wizard" screen, and  "Forward" showed no new Account entries 
> available.  Exiting and re-entering the wizard did nothing new.  Maybe 
> some other options on the "General"  tab of the "User Configuration" 
> screen would affect things (SSLv3, etc)?  I'll backup my .aqbanking 
> directory and try some things.

Replying to my own post, selecting "Force SSLv3" succeeded in 
downloading the account info.  Or maybe it was deleting 5 extra accounts 
that I wasn't using.  Or a different sequence of OK, Apply, Get 
Accounts, etc.  Over the past year or so, I've tried various things like 
this without success until today :-) .




>> Strange things do happen occasionally with the wizard. I haven't 
>> noticed it lately, but some changes aren't visible until you leave 
>> the wizard and come back (click OK to complete the aqbanking part, 
>> and then immediately relaunch the Aqbanking Wizard).
>>
> BTW, the wizard is a standalone program which can be run without 
> gnucash  [/usr/lib/aqbanking/plugins/29/wizards/qt3-wizard].
>
>
>
>
>> Dave
>> -- 
>> David Reiser
>> dbreiser at earthlink.net
>>
>>
>>
>>
>
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