[GNC] Online Banking Setup

[John M. Thornton]

Jim,

Thanks for your response and with what I have tried in the past which was a
lot of what you mentioned,  it just looks like to me it's not worth the
effort with no guarantees it will work.

I will continue the manual entry along with using the QIF / OFX downloads
from my financial institutions.

Cheers,

John

John
Sent from Gmail for Android

On Sun, Jul 16, 2023, 19:12 Jim DeLaHunt <list+gnucash at jdlh.com> wrote:

> Hello, John, and welcome to GnuCash!
>
> On 2023-07-16 15:39, John M. Thornton wrote:
>
> > Good afternoon,
> >
> > I just wanted to inquire if anybody is able to use the Online Banking
> Setup
> > with Gnucash and how easy it was to set up within North America.  I
> > have tried to follow some wiki information and also looked at the setup
> for
> > my banks but it just doesn't seem to work.  I am able to download either
> > QIF or OFX files and do that, just was looking for something maybe a
> little
> > easier similar to how Quicken used to do it.
> >
> > I am using Windows 11, GnuCash 5.3 for reference
>
> I am guessing that want to use Online Banking itself, and the Online
> Banking Setup is just a necessary step in preparation. The term I use
> for this interaction is OFXDirectConnect, which is the name of the
> protocol which actually does the information exchange.  If you have not
> already read the wiki page,
> <https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect>, I recommend
> it to you.
>
> Yes, I have used Online Banking via OFXDirectConnect for some banks and
> credit cards in the USA and Canada in the past. I no longer use it,
> because entering my transactions manually works better for me.
>
> My experience is that how easy or difficult it is to set up
> OFXDirectConnect is entirely a function of the bank or credit card
> company. Most don't bother to offer the service. Those that do, tend to
> offer it in idiosyncratic ways which require you to figure out what
> combinations of settings will be just right let the connection work.
> And, they tend not to describe what they require very well.
>
> The web site OFX Home <https://www.ofxhome.com/> lists the required
> connection settings for some 300 banks and companies. If that company to
> which you want to connect is described there, correctly, then setting up
> a connection is easier. If it is not there, then it will probably be
> difficult to figure out.
>
> Does that answer your question?
>
> Best regards,
>     —Jim DeLaHunt
>
>
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