[GNC] Wells Fargo OFX

[Kalpesh Patel]

You asked "OFX exchange is so important to me that I would consider changing banks to get it. What banks support GnuCash OFX with the fewest problems? Which ones have the most trouble?".

Quite a number of institutions support OFX downloads through their online web portal (and then you can import into GNC). 

- Ally Bank comes to mind for (at least?!?!) checking, saving, certificate of deposits, and money market accounts; no frills on-line only bank with above average interest rates to go with it. Hell some of local regionals one like Sterling Nations does as well.

- Fidelity Visa comes to mind for credit card needs. 2% rebates on all charged transactions. What more can you ask for? AmEx and Citicard does as well.

- Vanguard and Fidelity for investment needs. Don’t quote me on this but I believe they don’t charge for ETF transactions and small fee for security transactions, if any.

OFX on most part is problem free for most part, at least it has been for your's truly for many, many, many moons.

-----Original Message-----
From: Chris Miller <cjm at tryx.org> 
Sent: Monday, July 24, 2023 1:33 PM
To: Brad Morrison <bradmorrison at sonic.net>
Cc: gnucash-user <gnucash-user at gnucash.org>
Subject: Re: [GNC] Wells Fargo OFX

Hi Brad, 


Did you already review the information & links from my last email responding to your OFX/online banking issues? 

https://lists.gnucash.org/pipermail/gnucash-user/2023-July/107875.html 



Yes. Well, partly. I read the message, but I did not go to both webpages you gave me; I went to [ https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings | https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings ] looking for "Wells Fargo" and I found nearly zero. There was one reference to "Wells Fargo" and that was a reference to https://ofxdc.wellsfargo.com/ofx/process.ofx which I suspect is not instruction to me, but might be to GnuCash. In any case, I am left with zero guidance. 

There are two obvious reason for so little instruction: "It is trivial." and does not justify the effort to write any instructions or "It is impossible." and does not justify the effort to write any instructions. 

There are other places I could go for instructions, but it occurred to me that maybe I'm not the only Wells Fargo depositor to try GnuCash, and there might be some valuable experience available for the asking. So, I asked. 




BQ_BEGIN
If so, did you have more specific questions? 
BQ_END

Yes. What diagnosis and debug facilities are available? Am I going to have to compile code and step through it with a debugger? I can do that, but if I have to, but I don't think I want to. It just sounds like a frustrating project. I haven't yet tried to do an OFX exchange, because antecedent to "exchange" is "setup", and I'm still not entirely sure how I do that, or even if I can do that with Wells Fargo. 

I am curious about relative successes. OFX exchange is so important to me that I would consider changing banks to get it. What banks support GnuCash OFX with the fewest probems? Which ones have the most trouble? 

Thanks for the help,
--
Chris. 

V:916.799.9461
F:916.974.0428
A: Because we read from top to bottom, left to right.
    Q: > Why should I start my reply below the quoted text?