Some banks have separate login credentials for standard online banking vs directconnect transaction retrieval. Chase and Citibank both have multistep processes that require both adequate aqbanking setup and logging back into the standard bank web site, finding the query from the bank regarding the attempt to log in via direct connect, and doing something the bank considers to be adequate out-of-band confirmation of identity before connections from gnucash can work. After getting it to work once, it’ll usually work unchanged until the fake quicken version used for directconnect emulation ages out of the acceptable range. Now that quicken is subscription-only, the app version field might not matter, but there is no readily available documentation on the subject. -- Dave Reiser dbrei...@icloud.com
> On Apr 26, 2020, at 12:26 PM, Janet Shelby <janet.she...@gmail.com> wrote: > > Thanks for that info John. My banks are major ones and both in the setup > dropdown list. One of them will not return any accounts, and the other says > my user name/password is wrong even though it is correct. I hunted on > google until I found a comment suggesting changing the setting under > special setup from 1.0 to 1.1 but still can get nowhere. > > On Sat, Apr 25, 2020, 9:00 PM John Ralls <jra...@ceridwen.us> wrote: > >> >> >>> On Apr 25, 2020, at 6:11 PM, Janet Shelby <janet.she...@gmail.com> >> wrote: >>> >>> Hello, I am a new user migrating from many years of Quicken. I would like >>> to use Gnucash if it will download banking transactions, especially >> credit >>> card transactions. The tool provided does not get successful results >> with >>> no instruction on what to do upon failure. I am an accountant but not an >> IT >>> specialist! Can I get assistance here? Thanks. >> >> Check your bank's online banking setup page and make sure that it supports >> OFX DirectConnect. The alternative is OFX WebConnect which uses an >> Intuit-proprietary authentication mechanism that GnuCash's online banking >> library is unable to use. >> >> If it says that it does, go to https://www.ofxhome.com and search for the >> bank. If it's there just go to the page for it and check that it has >> validated recently. If it has then you should be able to use the bank >> selection in the AQBanking setup. If not then you'll have to try to set it >> up by hand using whatever information you can glean from the bank's >> website, which may not be much: It may just say that you need a certain >> version of Quicken and to go to the online banking tab in that program and >> select the bank. >> >> Regards, >> John Ralls >> >> >> > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
