[GNC] Fidelity and TD Ameritrade setup

[Fross, Michael]

David, where did you download the OFX file from Fidelity?  I've not seen
that.  Were you using AQ Banking (I've never been able to get it to work)?

Michael

On Mon, Nov 2, 2020 at 9:12 AM David Reiser via gnucash-user <
gnucash-user at gnucash.org> wrote:

> Good to know.
>
> My Fidelity ofx data is up to date (I got a 10/30 dividend transaction in
> yesterday’s download).
>
> --
> Dave Reiser
> dbreiser at icloud.com
>
>
>
>
>
> > On Nov 2, 2020, at 10:06 AM, Kalpesh Patel <kalpesh.patel at usa.net>
> wrote:
> >
> > You may want to explore freeware product called PocketSense (at
> > https://sites.google.com/site/pocketsense/ and
> > https://pocketsense.blogspot.com/) by fine gentleman named Robert which
> is
> > to more or less degree has been kept up with modern times. Robert will
> > accept donation to Coffee Fund in case you want to contribute something
> > after finding it useful.
> >
> >
> >
> > It was made to be able to continue use of M$ Money online when they
> > discontinued that product. However, what I discovered was that it has
> > ability to combine and generate a single OFX file after scrapping number
> of
> > statements from various brokers, handles multiple accounts from a single
> > broker and ability to import manually downloaded OFX files for those that
> > are not readily support by the download interface into that single file.
> > Then it is matter of just importing that single file into GnuCash. Don't
> get
> > discouraged from the documentation if you do decide to plunge; it is way
> > easier then what is made out to be there - just need Python 2.7,
> configure a
> > file with OFX parameters (gotten from OFXHome at
> > https://www.ofxhome.com/index.php/home/directory/all)  and some
> > experimentation. I have been using this method since I moved over from
> > Quicken once they went the subscription model after somewhat painful
> > migration to GnuCash. It claims to be able to also download security
> pricing
> > as part of the process which I do not use at this time - GnuCash does a
> good
> > job on its own so I just use that provided facility. I basically run it
> when
> > I fire up my computer which collects various statements and then import
> it
> > in at that time and call it a day.
> >
> >
> >
> >
> >
> >
> >
> > Heads up for those that use aqbanking to connect brokers for download:
> >
> >
> >
> > Charles Schwab: recently they have closed off download of OFX based
> > statement and will only let you download CSV file after logging on to
> their
> > site. In order to continue OFX download, you have to be a Quicken
> subscriber
> > and few other that I cannot recall but very limited offering from the
> > conversation I had with their support folks.
> >
> > Fidelity:  the data on OFX server lags by a month or more.
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> > _______________________________________________
> > 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.
>
> _______________________________________________
> 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.
>