[GNC] Problems setting up first OFX transaction download

David Carlson david.carlson.417 at gmail.com
Wed Sep 29 18:53:58 EDT 2021


David,

There are multiple ways to skin that cat, and it is not clear which one you
are asking about.

Quicken has an online banking type of feature which Gnucash can sometimes
emulate,  and sometimes not.  In Gnucash it is called online banking.

There is also a manual transaction download feature which works well with
many banks using a file format called QFX or OFX.  That requires manually
going to the bank's website and manually selecting a transaction download
in the OFX or QFX format if available,  saving it locally then importing it
into your data file.  Some banks only offer CSV or other formats.

I personally haven't been able to get the first way to work with any of the
banks that I use, so I use second method.  I would not be able to help you
with online banking.

On Wed, Sep 29, 2021, 5:22 PM Steve Welch via gnucash-user <
gnucash-user at gnucash.org> wrote:

> 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.
>
> _______________________________________________
> 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