[GNC] Problems setting up first OFX transaction download

[Jean L]

I'm exactly in the same boat. Online banking does not work for my banks, 
so I download ofx by hand and import into GC. Not ideal, but it works.

J.


On 9/29/2021 3:53 PM, David Carlson wrote:
> 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
>>>
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