[GNC] Third party OFX/CVS providers

[Phyllis Bruce]

So true about the need to dig, Greg.  At a couple of my banks I must use
the "I want to" option which provides different options depending on what
screen I'm visiting.  When we are getting QFX or whatever file to IMPORT
into GC, we are not looking for a statement, we are looking for a
download.  The statement makes a great backup but is always a pdf in my
experience.  At other banks, there is a down arrow at the right side of the
transactions screen which will allow you to download by choosing among
several options. including specific to and from dates.

On Sun, Aug 7, 2022 at 5:01 PM Greg Feneis <mfeneis at gmail.com> wrote:

> Same.
>
> Making FI data available to the user to download without Quicken to hold
> the user's hand seems like at best an afterthought in the design of most FI
> websites.  I find I really have to dig for it at many sites.
>
> Kind regards,
>
> Greg Feneis
>
>
>
>
> On Sat, Aug 6, 2022 at 7:16 PM Gyle McCollam <gmccollam at live.com> wrote:
>
> > I have a Citibank credit card and I use the online banking tool to
> > download a QFX file, but I went to their website and to the activity (not
> > Statements) and selected the activity/statement month.  Then I selected
> the
> > download icon and it gave me the following:
> > [cid:dc3e8429-3ab4-4639-9150-ff3c3a03ffd5]
> > As you can see there are many formats to choose from.  I don't know what
> > type of statement you are downloading, but I would think if they give you
> > these options on a credit card, they may give you these options on
> another
> > type of account.  However, it wouldn't be the first time the left hand
> > didn't know what the right hand was doing.
> >
> > I've added an attachment in case the picture doesn't get through.
> >
> >
> > Thank You,
> >
> > Gyle McCollam
> >
> > Gyle McCollam
> >
> > gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email
> >
> > ________________________________
> > From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org>
> on
> > behalf of flywire <flywire0 at gmail.com>
> > Sent: Saturday, August 6, 2022 9:36 PM
> > To: Gnucash Users <gnucash-user at gnucash.org>
> > Subject: [GNC] Third party OFX/CVS providers
> >
> > My Citibank statements are only available as pdf and I use
> > https://github.com/flywire/pdf_statement_reader . It is based on tabula
> > and
> > forks another project to make it functional. More config info at
> > https://github.com/marlanperumal/pdf_statement_reader/issues/34 .
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