[GNC] gnucash-user Digest, Vol 222, Issue 51

[Colin]

Hi Steve,

David Cousins already posted the link to the Gnucash OFX Wiki page, but since you mentioned Citi I’ll add that I use OFX for a couple Citi credit cards and it’s worked for the last 15 months. I updated the Citi section of the Wiki page with the settings that work for me. 

A few weeks ago someone posted recently they had to use a different server address. I’ll include it below, but I haven’t found any change from the settings on the Wiki page necessary.

> The wiki entry at 
> https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#Citi_Credit_Card <https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#Citi_Credit_Card>
> worked until about a month or so ago.  I figured they changed the OFX
> server url again but what I discovered is that when I set the field
> "HTTP User Agent" to "InetClntApp/3.0", it now downloads my
> transactions into my register as before.   The citi.com -> Profile ->
> Manage Desktop Apps website again lists Quicken Windows as an app
> allowed to use my Citi credentials.  I'm using Gnucash 4.6 on Linux.
> -- Nicholas Rood


A final note: after a fair amount of trial and error I found OFX not to work with most of the accounts I tried, even when others reported settings that worked for them. My Citi and Amex cards work fine, but I’ve given up for my other cards and credit union account. 

Also, be aware OFX appears to be going the way of the Dodo bird. You might weigh the amount of troubleshooting you do, or anticipation of using OFX with GnuCash, against that knowledge.

Best,
Colin

> On Sep 30, 2021, at 9:00 AM, gnucash-user-request at gnucash.org wrote:
> 
> ------------------------------
> 
> Message: 2
> Date: Wed, 29 Sep 2021 18:21:37 -0400
> From: Steve Welch <steve.welch.1 at icloud.com <mailto:steve.welch.1 at icloud.com>>
> To: David Ellis <davidellis.LPC at comcast.net <mailto:davidellis.LPC at comcast.net>>
> Cc: Gnucash-User <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>>
> Subject: Re: [GNC] Problems setting up first OFX transaction download
> Message-ID: <A850035B-8743-4DD6-8E03-EC1A173ABCCE at icloud.com <mailto:A850035B-8743-4DD6-8E03-EC1A173ABCCE at icloud.com>>
> Content-Type: text/plain;	charset=utf-8
> 
> 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 <mailto: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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