[GNC] Trying to set up online banking

[Janet Shelby]

Thank you very much, this gives me a direction to pursue! I have not given
up yet, and really want to avoid the Quicken subscription fees!

On Sun, Apr 26, 2020, 9:50 AM David Reiser <dbreiser at icloud.com> wrote:

> Some banks have separate login credentials for standard online banking vs
> directconnect transaction retrieval. Chase and Citibank both have multistep
> processes that require both adequate aqbanking setup and logging back into
> the standard bank web site, finding the query from the bank regarding the
> attempt to log in via direct connect, and doing something the bank
> considers to be adequate out-of-band confirmation of identity before
> connections from gnucash can work. After getting it to work once, it’ll
> usually work unchanged until the fake quicken version used for
> directconnect emulation ages out of the acceptable range. Now that quicken
> is subscription-only, the app version field might not matter, but there is
> no readily available documentation on the subject.
> --
> Dave Reiser
> dbreiser at icloud.com
>
>
>
>
>
> > On Apr 26, 2020, at 12:26 PM, Janet Shelby <janet.shelby at gmail.com>
> wrote:
> >
> > Thanks for that info John. My banks are major ones and both in the setup
> > dropdown list. One of them will not return any accounts, and the other
> says
> > my user name/password is wrong even though it is correct. I hunted on
> > google until I found a comment suggesting changing the setting under
> > special setup from 1.0 to 1.1 but still can get nowhere.
> >
> > On Sat, Apr 25, 2020, 9:00 PM John Ralls <jralls at ceridwen.us> wrote:
> >
> >>
> >>
> >>> On Apr 25, 2020, at 6:11 PM, Janet Shelby <janet.shelby at gmail.com>
> >> wrote:
> >>>
> >>> Hello, I am a new user migrating from many years of Quicken. I would
> like
> >>> to use Gnucash if it will download banking transactions,  especially
> >> credit
> >>> card transactions.  The tool provided does not get successful results
> >> with
> >>> no instruction on what to do upon failure. I am an accountant but not
> an
> >> IT
> >>> specialist!  Can I get assistance here? Thanks.
> >>
> >> Check your bank's online banking setup page and make sure that it
> supports
> >> OFX DirectConnect. The alternative is OFX WebConnect which uses an
> >> Intuit-proprietary authentication mechanism that GnuCash's online
> banking
> >> library is unable to use.
> >>
> >> If it says that it does, go to https://www.ofxhome.com and search for
> the
> >> bank. If it's there just go to the page for it and check that it has
> >> validated recently. If it has then you should be able to use the bank
> >> selection in the AQBanking setup. If not then you'll have to try to set
> it
> >> up by hand using whatever information you can glean from the bank's
> >> website, which may not be much: It may just say that you need a certain
> >> version of Quicken and to go to the online banking tab in that program
> and
> >> select the bank.
> >>
> >> Regards,
> >> John Ralls
> >>
> >>
> >>
> > _______________________________________________
> > gnucash-user mailing list
> > gnucash-user at gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> > -----
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
>
>