[GNC] Online Banking

Jean L ripngo at gmail.com
Sun Dec 17 14:56:36 EST 2023


There's also this:

https://github.com/reubano/csv2ofx

I haven't tried it, just wanted to mention that sometimes you can find 
really great stuff on github, which isn't reported in a google search

On 12/17/2023 11:52 AM, David Reiser via gnucash-user wrote:
> I never got aqbanking to successfully connect to Fidelity’s ofx server. I used ofxget to retrieve the files, and then imported into gnucash. However, Fidelity has crippled their ofx creation policy so much that I’ve abandoned their ofx feeds. Dividends show up with Descriptions and Memos of solely “Qualified Dividend” or “Non-qualified Dividend”. If you have dividends from stocks or funds that aren’t automatically reinvested, then you’ll have no idea which stock or fund paid those dividends.
>
> I’ve been using "csv2ofx Convert" from MoneyThumb to convert csv downloads from Fidelity and Schwab into ofx files I can import into gnucash. It does cost money, and it does have some gotchas to be wary of, but it does keep me from making fumble fingered data input errors in my stock accounts.
>
> I haven’t seen a good description of how to import a csv file of investment transactions directly into gnucash. If a tutorial of that operation is available, I’d be interested in pursuing it. The main challenge being (I think) that many investment transactions involve multiple commodities ($ and shares).
>
> Dave
> --
> Dave Reiser
> dbreiser at icloud.com
>
>
>
>
>
>> On Dec 16, 2023, at 5:44 PM, david amaral via gnucash-user<gnucash-user at gnucash.org>  wrote:
>>
>> I am attemting to set up online banking to Fidelity and not having much luck. I keep getting error of "bad request"  Have no idea as to why,
>> AqBanking v6.5.4.0stableSending jobs to the bank(s)Sorting commands by accountSorting account queues by providerSend commands to providersSend commands to provider "aqofxconnect"Locking customer "7"Sending request...Connecting to server...Resolving hostname "ofx.fidelity.com" ...IP address is "23.209.84.151"Connecting to "ofx.fidelity.com"Connected to "ofx.fidelity.com"Connected.Sending message...Message sent.Waiting for response...Receiving response...HTTP-Status: 400 (Bad Request)Unlocking customer "7"
>> Any help would be greatly appreciated
>>
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