[GNC] Problems setting up first OFX transaction download

Steve Welch steve.welch.1 at icloud.com
Wed Sep 29 18:21:37 EDT 2021


I’ll be following this with interest — I just moved from Moneydance and am trying to set up credit card transaction downloads from Citi.
No problems doing so in MD, but I haven’t been successful yet in GnuCash.  

I’m sure there’s something I’m not understanding here…

Steve

> On Sep 29, 2021, at 4:25 PM, David Ellis <davidellis.LPC at comcast.net> wrote:
> 
> I have been using Quicken for home and business for years to keep my one man
> office books. It does everything I need, especially auto-population of bank
> transactions in register for preparing financial statements. Now converting
> to GnuCash and used the wizard to a) import to gnu from Quicken data file,
> then b) set up OFX transaction download from bank directly to gnu. Got data
> import great, but efforts to get OFX duds. I am a retired dba so I kind of
> know what I'm doing, but didn't help much. I called the bank and worked with
> a tech person there but a detailed review of each item in the wizard didn't
> get anywhere with her either. I kept getting the error that there were no
> new transactions to download since the last one, which was 3 weeks and 29
> transactions ago. Am I going to just have to download CSV monthly and import
> to gnu or can I actually get OFX to work?  Thanks, David
> 
> _______________________________________________
> 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.



More information about the gnucash-user mailing list