[GNC] [GNC-dev] Online Access to Bank of America

[Alan Auerbach]

Dear John,

I am using Win10 Pro. If I go back to gnucash 3.6, will I lose valuable
updates in exchange for OFX Direct Connect? It seems to be a choice or wait
and see if it is working in the next update.

Best wishes,
/s/ Alan 
14343 North Frank Lloyd Wright Boulevard, Apt. 1009 
Scottsdale, AZ 85260-3634 
(480) 657-7543 Home 
(480) 922-0484 Text 
(844) 395-7098 Fax

-----Original Message-----
From: John Ralls <jralls at ceridwen.us> 
Sent: Tuesday, March 17, 2020 8:05 PM
To: aauerbach at poolthing.com
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC-dev] Online Access to Bank of America



> On Mar 17, 2020, at 5:19 PM, Alan Auerbach <aauerbach at poolthing.com>
wrote:
> 
> Dear John,
> 
> Thank you for getting back to me so quickly. I apologize for being in 
> the wrong place. I thought that gnucash-user is for accounting 
> questions rather than technical issues.
> 
> Thank you for referring me to
> https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect and 
> http://ofxhome.com/. I had read the wiki before and during my attempt 
> to get OFX Direct Connect working. Ofxhome.com is where I found the proper
codes.
> 
> I have since heard from Chris Graves who told me that OFX Direct 
> Connect access is broken in the 3.8 version of gnucash that I am 
> using. That would be too bad.
> 
> Best wishes,
> /s/ Alan
> 
> -----Original Message-----
> From: John Ralls <jralls at ceridwen.us>
> Sent: Tuesday, March 17, 2020 3:54 PM
> To: aauerbach at poolthing.com
> Cc: gnucash-user <gnucash-user at gnucash.org>
> Subject: Re: [GNC-dev] Online Access to Bank of America
> 
> 
> 
>> On Mar 17, 2020, at 3:31 PM, Alan Auerbach <aauerbach at poolthing.com>
> wrote:
>> 
>> As a brand-new user, I am trying to setup online access to my Bank of 
>> America account. I have entered the requested information including 
>> correct URL (from the gnucash table), the routing number and SWIFT 
>> code. After that point, I cannot get further. The next button remains 
>> grayed out. What am I missing?
>> 
> 
> As a brand-new user you're first of missing that gnucash-devel (this 
> list) is for developers to discuss GnuCash internals. Users should 
> subscribe to gnucash-user. For your convenience I've copied that list on
this reply.
> 
> The most likely answer to your question is that you haven't completed 
> all of the steps in the AQBanking Setup Wizard so that there are no 
> accounts set up. Some references:
> https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect for 
> instructions on setting up.
> http://ofxhome.com/ for the best information on bank parameters. This 
> is the website that feeds the setup selection in the AQBanking Setup 
> Wizard and it tests them daily. It's worthwhile to check the setup 
> that you intend to use and make sure that it's still working: About 1/3 of
them don't any more.
> 
> Regards,
> John Ralls
> 
> 

Please remember to copy the list on all replies.

What version of GnuCash will work with OFX depends on what OS you're using.
It's true that with the Windows and MacOS bundles 3.8 won't work, but if
you've installed 3.8 on Linux it will depend upon what version of AQBanking
the distribution that you use provides.

In the case of MacOS and Windows you can pretty simply install an older
version (3.7 for MacOS, 3.6 for Windows) from our SourceForge or Github
sites.

Regards,
John Ralls