using Online Banking Setup

Discussion:

Michael Hughes

2010-12-04 23:36:22 UTC

Hi GnuCash users. How popular is the Online Banking feature which
suggests that it can automatically pull data from onine banking
websites? Are any users familiar with setting it up?
The Help section is woefully unfinished
(http://www.gnucash.org/docs/v2.2/C/gnucash-help/trans-online.html)

The only other source I found is the Wiki, which is also a bit 'rough
around the edges':
(http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2#AqBanking)
Also, none of the image links are working. They appear to be sitting
here waiting for an admin to link them?
(http://svn.gnucash.org/trac/changeset/15079)

As a new user of GnuCash, I'm just curious if this is a commonly-used
feature that is reliable for most, or if it is not quite ready for
"prime-time?"

Thanks,
Mike
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M Prindle

2010-12-05 00:10:26 UTC

Permalink

I personally have never been able to get it to work. I just dl the ofx from my banks and import them.

Post by Michael Hughes
Hi GnuCash users. How popular is the Online Banking feature which
suggests that it can automatically pull data from onine banking
websites? Are any users familiar with setting it up?
The Help section is woefully unfinished
(http://www.gnucash.org/docs/v2.2/C/gnucash-help/trans-online.html)
The only other source I found is the Wiki, which is also a bit 'rough
(http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2#AqBanking)
Also, none of the image links are working. They appear to be sitting
here waiting for an admin to link them?
(http://svn.gnucash.org/trac/changeset/15079)
As a new user of GnuCash, I'm just curious if this is a commonly-used
feature that is reliable for most, or if it is not quite ready for
"prime-time?"
Thanks,
Mike
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brad

2010-12-05 00:38:22 UTC

Permalink

I've never had any success w/ it, for OFX. It looks like the Europeans
are ahead of us here in the US, w/ HBCI. I download the OFX and import
it. That's flaky too.

It does work, but it's hard to set up since banks don't generally
publish the information necessary to configure it. They have special
deals with companies like Intuit to give them the info, but products
like GnuCash don't benefit from this.
Mike

Post by M Prindle
I personally have never been able to get it to work. I just dl the
ofx from my banks and import them.

Post by Michael Hughes
Hi GnuCash users. How popular is the Online Banking feature which
suggests that it can automatically pull data from onine banking
websites? Are any users familiar with setting it up?
The Help section is woefully unfinished
(http://www.gnucash.org/docs/v2.2/C/gnucash-help/trans-online.html)
The only other source I found is the Wiki, which is also a bit 'rough
(http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash
_2#AqBanking) Also, none of the image links are working. They appear
to be sitting here waiting for an admin to link them?
(http://svn.gnucash.org/trac/changeset/15079)
As a new user of GnuCash, I'm just curious if this is a commonly-used
feature that is reliable for most, or if it is not quite ready for
"prime-time?"
Thanks,
Mike
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David T.

2010-12-05 01:03:06 UTC

Permalink

I download and import OFX/QIF all the time, and have no problems at all.

I don't know what troubles Brad is having...

David

Subject: Re: using Online Banking Setup
Date: Saturday, December 4, 2010, 4:38 PM
I've never had any success w/ it, for
OFX. It looks like the Europeans
are ahead of us here in the US, w/ HBCI. I download
the OFX and import
it. That's flaky too.

It does work, but it's hard to set up since banks

don't generally

publish the information necessary to configure

it. They have special

deals with companies like Intuit to give them the

info, but products

like GnuCash don't benefit from this.
Mike
--On December 4, 2010 6:10:26 PM -0600 M Prindle

Post by M Prindle
I personally have never been able to get it to

work. I just dl the

Post by M Prindle
ofx from my banks and import them.

Post by Michael Hughes
Hi GnuCash users. How popular is the Online

Banking feature which

Post by M Prindle

Post by Michael Hughes
suggests that it can automatically pull data

from onine banking

Post by M Prindle

Post by Michael Hughes
websites? Are any users familiar with setting

it up?

Post by M Prindle

Post by Michael Hughes
The Help section is woefully unfinished
(http://www.gnucash.org/docs/v2.2/C/gnucash-help/trans-online.html)
The only other source I found is the Wiki,

which is also a bit 'rough

Post by M Prindle

Post by Michael Hughes
(http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash
_2#AqBanking) Also, none of the image links

are working. They appear

Post by M Prindle

Post by Michael Hughes
to be sitting here waiting for an admin to

link them?

Post by M Prindle

Post by Michael Hughes
(http://svn.gnucash.org/trac/changeset/15079)
As a new user of GnuCash, I'm just curious if

this is a commonly-used

Post by M Prindle

Post by Michael Hughes
feature that is reliable for most, or if it

is not quite ready for

Post by M Prindle

Post by Michael Hughes
"prime-time?"
Thanks,
Mike

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Post by M Prindle

Post by Michael Hughes
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Post by M Prindle

Post by Michael Hughes
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Reply-All.

Post by M Prindle
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John Ralls

2010-12-05 02:38:15 UTC

Permalink

Post by David T.
I download and import OFX/QIF all the time, and have no problems at all.
I don't know what troubles Brad is having...
David

I imagine that Brad is having trouble getting his online banking set up so that he can open an account register and select Actions>Online>Get Transactions and have Gnucash (aqbanking, actually) import the transactions directly.

It's a pain, but I have it working with two financial institutions: My local bank (Fremont Bank) and USAA. It doesn't work with Capital One or with any of my brokerage accounts.

I found the instructions at http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2 very helpful in getting it working.

Martin Preuß, who writes aqbanking, has added some nice automation features to the latest version, but there's some work yet to be done on the Gnucash side to get it integrated.

Regards,
John Ralls

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brad

2010-12-05 04:22:43 UTC

Permalink

OFX import for a checking acct or credit card works pretty well. OFX
import for an investment account has some issues. Sometimes GC forgets
which GC account is tied to the OFX file acct & I have to enter it
again. If you have the same stock or fund in multiple account GC can't
keep it straight and will import into the wrong one. Sometimes
transactions don't get imported.

Post by John Ralls

Post by David T.
I download and import OFX/QIF all the time, and have no problems at all.
I don't know what troubles Brad is having...
David

I imagine that Brad is having trouble getting his online banking set up so that he can open an account register and select Actions>Online>Get Transactions and have Gnucash (aqbanking, actually) import the transactions directly.
It's a pain, but I have it working with two financial institutions: My local bank (Fremont Bank) and USAA. It doesn't work with Capital One or with any of my brokerage accounts.
I found the instructions at http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2 very helpful in getting it working.
Martin Preuß, who writes aqbanking, has added some nice automation features to the latest version, but there's some work yet to be done on the Gnucash side to get it integrated.
Regards,
John Ralls

Dennis Powless

2010-12-05 05:55:11 UTC

Permalink

I do both, PNC bank works with the connection, but ING bank does not
(I use the import for this). I have no problem using the OFX import
though (with both).

Dennis

Post by John Ralls

Post by David T.
I download and import OFX/QIF all the time, and have no problems at all.
I don't know what troubles Brad is having...
David

I imagine that Brad is having trouble getting his online banking set up so that he can open an account register and select Actions>Online>Get Transactions and have Gnucash (aqbanking, actually) import the transactions directly.
It's a pain, but I have it working with two financial institutions: My local bank (Fremont Bank) and USAA. It doesn't work with Capital One or with any of my brokerage accounts.
I found the instructions at http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2 very helpful in getting it working.
Martin Preuß, who writes aqbanking, has added some nice automation features to the latest version, but there's some work yet to be done on the Gnucash side to get it integrated.
Regards,
John Ralls

Michael Hughes

2010-12-05 01:05:50 UTC

Permalink

Okay, thanks for all the feedback. I'll stop banging away at it and just dl
as I had success with that.

I've never had any success w/ it, for OFX. It looks like the Europeans
are ahead of us here in the US, w/ HBCI. I download the OFX and import
it. That's flaky too.

I personally have never been able to get it to work. I just dl the
ofx from my banks and import them.

Post by Michael Hughes
Hi GnuCash users. How popular is the Online Banking feature which
suggests that it can automatically pull data from onine banking
websites? Are any users familiar with setting it up?
The Help section is woefully unfinished
(http://www.gnucash.org/docs/v2.2/C/gnucash-help/trans-online.html)
The only other source I found is the Wiki, which is also a bit 'rough
(http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash
_2#AqBanking) Also, none of the image links are working. They appear
to be sitting here waiting for an admin to link them?
(http://svn.gnucash.org/trac/changeset/15079)
As a new user of GnuCash, I'm just curious if this is a commonly-used
feature that is reliable for most, or if it is not quite ready for
"prime-time?"
Thanks,
Mike
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Mike Alexander

2010-12-05 00:22:23 UTC

Permalink

Post by M Prindle
I personally have never been able to get it to work. I just dl the
ofx from my banks and import them.

Post by Michael Hughes
Hi GnuCash users. How popular is the Online Banking feature which
suggests that it can automatically pull data from onine banking
websites? Are any users familiar with setting it up?
The Help section is woefully unfinished
(http://www.gnucash.org/docs/v2.2/C/gnucash-help/trans-online.html)
The only other source I found is the Wiki, which is also a bit 'rough
(http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash
_2#AqBanking) Also, none of the image links are working. They appear
to be sitting here waiting for an admin to link them?
(http://svn.gnucash.org/trac/changeset/15079)
As a new user of GnuCash, I'm just curious if this is a commonly-used
feature that is reliable for most, or if it is not quite ready for
"prime-time?"
Thanks,
Mike
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crobert

2011-04-12 23:33:46 UTC

Permalink

Followed the instructions contained in the referenced wiki with no luck. I
get no response at all. The ofx.log only show the transmission from my side.
There is no response at all from the other side. It looks like it is blocked
by a firewall or something like that.

gnucash version: 2.4.5
OS: Windows vista

Any ideas?

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David Reiser

2011-04-13 03:17:52 UTC

Permalink

Post by crobert
Followed the instructions contained in the referenced wiki with no luck. I
get no response at all. The ofx.log only show the transmission from my side.
There is no response at all from the other side. It looks like it is blocked
by a firewall or something like that.
gnucash version: 2.4.5
OS: Windows vista
Any ideas?

What bank and what kind of account? If a bank has been bought out by another bank since the FID and web address were added to the wiki, those sometimes crucial items may have changed.

Every couple years I get a free copy of Quicken Basic for buying Turbo Tax. In a pinch, I use that to retrieve my data once from where-ever, and then look at the ofx.log in Quicken's help function to find out all the parameters I need to feed to aqbanking.

It's possible the bank has gone to multifactor authentication (required by US bank regulators, supposedly starting Jan 2007). I haven't seen that yet with ofx logins, but all of my checking/savings account interactions have multi-page logins. None of my credit card suppliers does. Intuit has made multifactor a royal pain by not documenting all the necessary information. So much for open standards.

Dave
--
David Reiser
***@earthlink.net

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crobert

2011-04-13 13:03:29 UTC

Permalink

Hello and thanks for the quick reply,

I am trying to setup two accounts, one to American Express and the other to
Addison Avenue Federal Credit Union and the response when the Aqbanking
Wizard -> User Configuration -> OFX -> Get Accounts button is clicked, or
rather lack of response, is the same for both: Another window will simply
flash behind the configuration window. This window will open and close in an
instant with no chance of seeing what it may be displayed on it. And the
ofx.log only show my side of the transmission.

Here is the output of ofx.log for AmEx (with user name and password xout):

Sending:
-------------------------------------
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:20110413074538.000

20110413074538.000 xxxxxxxxxxENGAMEX3101QWIN1700
20110413074538.0001
19691231

Since I thought that maybe it was a firewall issue, I installed Wireshark
last night, but apparently www99.americanexpress.com (12.29.100.25) is
responding (ACK) to my call, but that is it. Two additional packets are
issued from my side, but no more responses are received from 12.29.100.25.

Wireshark summary:
------------------
Frame 481: 66 bytes on wire (528 bits), 66 bytes captured (528 bits)
Frame 482: 66 bytes on wire (528 bits), 66 bytes captured (528 bits)
Frame 483: 54 bytes on wire (432 bits), 54 bytes captured (432 bits)
Frame 484: 54 bytes on wire (432 bits), 54 bytes captured (432 bits)

No. Time Source Destination Protocol Info
481 149.384724 192.168.2.2 12.29.100.25 TCP 50293 > https [SYN]
Seq=0 Win=8192 Len=0 MSS=1460 WS=2 SACK_PERM=1

482 149.494664 12.29.100.25 192.168.2.2 TCP https > 50293 [SYN, ACK]
Seq=0 Ack=1 Win=24840 Len=0 WS=0 SACK_PERM=1 MSS=1380

483 149.494834 192.168.2.2 12.29.100.25 TCP 50293 > https [ACK]
Seq=1 Ack=1 Win=66240 Len=0

484 149.495653 192.168.2.2 12.29.100.25 TCP 50293 > https [RST, ACK]
Seq=1 Ack=1 Win=0 Len=0

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