new user having problems with OFX download

M. D. Betterton betterton at gmail.com
Thu Sep 22 17:37:31 EDT 2011


Charlie, your suggestion fixed my problem. Thanks.

On Tue, Sep 20, 2011 at 6:17 PM, Charlie Morrison <sail43 at bellsouth.net> wrote:
> Hi,
> I have had this (frustrating) problem before - if you are using Win 7 64 bit
> try running Gnucash in XP compatibility mode.  Somebody else suggested that
> and gave the following directions:
>
> In order to do this, simply find your gnucash.exe file (mine's in C:\Program
> Files (x86)\gnucash\bin), right click on it, then click properties.  Then
> click on the compatibility tab, and check the box next to "Run this program
> in compatibility mode for:" and select Windows XP in the dropdown.
>
> Good Luck
>
> On 9/20/2011 12:09 PM, M. D. Betterton wrote:
>>
>> I'm a brand new Gnucash user and I'm having trouble setting up the
>> connection to my banks through OFX to download transactions.
>>
>> If this isn't an appropriate place for such a question, please point
>> me toward other resources.
>>
>> I'm using GnuCash on Windows 7. I'm attempting to set up connections
>> to Charles Schwab Bank and to Vanguard. I tried to follow the
>> instructions on the wiki
>> (http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2)
>> using the recommended connection settings for Schwab and Vanguard
>> (http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings). I was
>> unable to successfully connect through AqBanking and set up the
>> accounts automatically. I am able to get to the point of entering my
>> userid/password for connecting to my bank in the section on "Using
>> AqBanking to set up accounts". Then a window pops up and immediately
>> disappears. I never see the request to accept the SSL certificate that
>> the server is reporting.
>>
>> Note that in this section of the wiki there are a couple lines that read:
>> "If the connection was successful, you should see something like:
>> http://wiki.gnucash.org/wiki/images/AqB-getaccountsuccess.png"
>> Trying to view the image gives me a file not found error.
>>
>> I tried enabling the OFX log. The log file shows that my the login
>> information has been sent from my computer to the banks' servers, but
>> doesn't show any information received or any error messages.
>>
>> Surely I have a setting somewhere incorrect, but I'm not sure how to
>> troubleshoot this. If there is someone on the list who has
>> successfully connected to Schwab and/or Vanguard and could walk me
>> through the settings they use, I would appreciate it.
>>
>> Any suggestions?
>>
>> Meredith
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>



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