How do I import OFX files?????

Jeff Kletsky gnucash at allycomm.com
Wed Mar 3 00:34:42 EST 2010


Maybe you need to create the chart of accounts first?

It wouldn't surprise me if the matcher window expects there to be an 
account to put things in...

Bob Smits wrote:
> I'm running GC 2.2.9 on Opensuse 11.2.
>
> I've been running GC now for about five years and always wanted to be able to 
> import my accounts from my credit union. I've never been able to.
>
> My credit union, Coastal Community lets me download files in the following 
> formats:
>
> Simply Accounting produces a file called statement.ofx
> Microsoft Money produces a file called statement.ofx
> PDF produces a file called statement.pdf
> CSV produces a file called statement.csv
> Quickbooks produces a file called statement.qbo
> Quicken produces a file called statement.qfx
>
> I create a new GC file called Bob&Betty with empty accounts.
> I import one of the files called statement.ofx
>
> I get a pop up window called generic import transaction matcher. It's EMPTY!
>
> What am I supposed to match to what?
>
> I've looked for documentation and only see references to QIF format files. GC, 
> however, talks about QIF, OFX/QFX, MT940, MT942, DTAUS, etc.
>
> Is there some documentation elsewhere I can use to figure out what is going 
> on?
>
> Thanks, Bob.
>
> PS. Talking to Credit Union staff about this is absolutely useless they simply 
> don't want to know about any of this.
>   


More information about the gnucash-user mailing list