Online banking

[David Carlson]

On 11/5/2011 12:18 PM, Alan Schold wrote:
> I am setting up Gnucash to download my CC charges from BOA. I have read
> help files and got info from the wiki, but I cannot complete the
> process. I hope someone can give me some help.
> 
> I _think_ I have all the correct numbers. I am running version 2.4.6 on
> a PC with WIndows 7 and a laptop with Windows XP.
> 
> I go through all the Online Setup steps, create a new user and enter
> numbers. Pushing the button next to the "Bank ID" entry actually finds a
> BOA branch.
> 
> In the OFX tab I enter what I believe to be server URL, but the "TEST"
> button never lights up. (Significant?)
> 
> I check the "Supports Account Download" box and try to download
> accounts. The "Requesting Account List" box appears along with a place
> to enter my password. Upon entering my BOA password and clinking OK,
> activity takes place in Requesting Accounts, but the box _rapidly
> disappear_s. It happens so fast that I cannot read the several lines
> appearing in the box. No accounts appear in the "Accounts" tab of the
> "Configuration" box.
> 
> Thanks so much, Alan
> 
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
> 
I never tried to do BOA credit card charges directly into GnuCash.  I
open secure online account access via Firefox(my preferred browser) and
download and save locally the previous month's activity in Quicken (QFX)
format. Then I use the GnuCash ofx importer to bring the transactions
into GnuCash.  If I recall, BOA does not have a way to download
transactions after the last statement date, which is a bummer.  I enter
significant transactions manually from my receipts or via scheduled
transactions.

I would love to hear if someone has found a better way.


David
-------------- next part --------------
A non-text attachment was scrubbed...
Name: 0xDC7C8BF3.asc
Type: application/pgp-keys
Size: 1729 bytes
Desc: not available
URL: <http://lists.gnucash.org/pipermail/gnucash-user/attachments/20111106/3acc4711/attachment.bin>