[GNC] Trying to set up online banking

[Greg Feneis]

Janet,

Good luck with online banking.  If you are unable to get online banking to
work, there's a fairly easy alternative.  Most banks allow their customers
to log into the bank's web site and download transactions and banking
activity in various formats, which you can import into GnuCash.  That's
what I do. My credit union allows me to download "credit unioning" activity
in an OFX file.  Some of my credit cards allow OFX, others provide QFX or
some proprietary version of OFX.  GnuCash can import these fairly easy.

If you have a lot of transactions already in an accounting app such as
quickbooks or quicken, you can export from those applictions and import to
GnuCash similarly as downloading activity from your bank's web site and
importing to GnuCash


Kind regards,

Greg Feneis




On Sun, Apr 26, 2020 at 10:29 AM Janet Shelby <janet.shelby at gmail.com>
wrote:

> 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
> > >>
> > >>
> > >>
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