[GNC] GnuCash with Interactive Brokers

Kalpesh Patel kalpesh.patel at usa.net
Mon Feb 5 09:17:01 EST 2024


Ken, as Gyle mentioned, they are sibling to each other. In terms of
technical specs, QFX is modified OFX format which contains additional
Intuit's non-XML header but GNC treats them both equal as it simply ignores
that header. From the transaction wise they both will contain identical
data.  

 

From: Gyle McCollam <gmccollam at live.com> 
Sent: Monday, February 05, 2024 8:59 AM
To: Kalpesh Patel <kalpesh.patel at usa.net>; km22 <km22 at gmx.com>
Cc: gnucash-user at gnucash.org
Subject: Re: [GNC] GnuCash with Interactive Brokers

 

It doesn't "prefer" either, in fact the import is OFX/QFX.

 

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
<mailto:gnucash-user-bounces+gylemc=gmail.com at gnucash.org> > on behalf of
km22 via gnucash-user <gnucash-user at gnucash.org
<mailto:gnucash-user at gnucash.org> >
Sent: Monday, February 5, 2024 4:54 AM
To: Kalpesh Patel <kalpesh.patel at usa.net <mailto:kalpesh.patel at usa.net> >
Cc: gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>
<gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org> >
Subject: Re: [GNC] GnuCash with Interactive Brokers 

 

Hi Kalpesh,

Thanks for your reply. IBKR offers these "Third-party Downloads":

1. Quicken Web Connect -> which generate a QFX file

2. GainsKeeper

3. TradeLog

4. MS Money -> which generates a OFX file


Do you know whether GnuCash prefers OFX or QFX?

I have downloaded both and will experiment with them.

Thanks,

Ken



On 2024-02-05 10:27, Kalpesh Patel wrote:
> While I am NOT with Interactive Broker, your best bet is to see if you can
download transactions in OFX (Open Financial Exchange) or QFX (Quicken
Financial Exchange) format. That would be the best format and I believe most
broker-dealers support that format as a download method from their web
portal.
>
> -----Original Message-----
> From: km22<km22 at gmx.com <mailto:km22 at gmx.com> >
> Sent: Sunday, February 04, 2024 4:57 AM
> To:gnucash-user at gnucash.org
> Subject: [GNC] GnuCash with Interactive Brokers
>
> Hi Gnucash Users,
>
> Does anyone on this mailing list have a method for importing transactions
from Interactive Brokers (IBKR) to GnuCash? (Especially multi-currency
users.)
>
> I currently enter all transactions manually but would like to explore ways
of importing transactions.
>
> Please share your approach if so.
>
> Thanks,
>
> Ken
>
>
>
>
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