I've been using ofxget to download statements from Fidelity, Wells Fargo and Truist for the last several months. I made a few changes so it writes to a file that I import to Gnucash.
The ofxtools package also has support for creating billpay aggregates however, nothing is implemented in ofxget. I added it. I've successfully exported vendor and payment info from Gnucash and used the modified ofxget to send billpay requests to Truist. This is really just a very rough prototype to help me understand the issues. But, the checks do get mailed. BTW: "ofxget prof vanguard" shows a functioning OFX server. I'd suspect that with the proper credentials, ofxget would happily download statements. Steve On Thu, 2023-03-02 at 21:05 -0500, Kalpesh Patel wrote: > Vanguard doesn't provide ability to download OFX formatted data as a > download > option but there is indirect way to get it. I have been happily > downloading so > using something called PocketSense which I have mentioned in the past > here. It > can be found here: > https://sites.google.com/site/pocketsense/home/msmoneyfixp1. It is > quite > simple to setup actually and happily works with Vanguard and Fidelity > and > number of others financial providers. I also believe ofxget is likely > to work > as well although I have not tried with it. > > Sadly, I do agree that download-you-data landscape for finances in > the US is > just broken and likely to stay that way. > > > ------------------------------ > > Message: 5 > Date: Wed, 1 Mar 2023 08:26:12 -0800 > From: Jean L <rip...@gmail.com> > To: Steve Brown <sbr...@opensat.com>, gnucash-user@gnucash.org > Subject: Re: [GNC] Using Plaid > Message-ID: <5f7b6e1c-6043-44df-033f-4c702e4eb...@gmail.com> > Content-Type: text/plain; charset=UTF-8; format=flowed > > And now, vanguard apparently no longer offers OFX as a download > option, > just csv files. >:( > hopefully this is temporary, but I'm not holding my breath. > > The entire download-you-data landscape for finances in the US is just > broken > > Jean > > On 3/1/2023 2:51 AM, Steve Brown wrote: > > This is interesting. > > > > https://www.plaidsettlement.com/ > > > > This prompted me to look at a Quicken OFX log after downloading > > investment transactions from Raymond James. That log stays traffic > > comes from > > > > https://directconnect.rjf.com/eftxweb/access.ofx > > > > but the traffic really comes from > > > > https://services.quicken.com/ofx-secure-plus > > > > Third parties collecting your bank credentials and sniffing your > > financial traffic, what can go wrong? > > > > Steve > > > > On Tue, 2023-02-28 at 15:51 -0800, Jean Laroche wrote: > > > To me it's very different.? You're not giving a user name and a > > > password > > > to AQBanking. I started using Plaid, then got really spooked by > > > the > > > fact > > > that they do have access to your account as if they were you. > > > Removed > > > my > > > account and canceled my keys. > > > There are no current alternatives at the moment, unlike in Europe > > > where > > > there seem to be, I believe mandated by the EU. > > > I wrote automated scripts to scrape my banks for the OFX files, > > > but > > > that's a royal pain in the butt, and it's not robust at all. > > > > > > Jean > > > > > > On 2/28/23 3:44 PM, Ben Pracht wrote: > > > > ? I read that disclaimer. It says to keep the token secure and > > > > yes, > > > > the > > > > bearer of that token gets access. As they said: > > > > "The access token generated by using this tool is sensitive > > > > material as it > > > > grants access to your accounts. It should be handled with care > > > > and > > > > protected from unauthorized access. You must be sure to store > > > > it in > > > > such a > > > > way that makes it impossible for others to gain access. The > > > > creators and > > > > maintainers of Plaid2QIF are in no way responsible if you > > > > mishandle > > > > your > > > > access token." > > > > > > > > GIving Plaid2QIF this token is no different than me giving a > > > > username and > > > > password to AQBanking, except that Plaid has a chance of > > > > working. I > > > > don't > > > > like having an intermediary, in this case Plaid and Plaid2QIF, > > > > but > > > > OFX is > > > > unusable, and at the moment, AQBanking isn't even showing the > > > > list > > > > of banks > > > > anymore. Does anyone know of a US bank or credit union that > > > > uses a > > > > modern > > > > REST based API that they actually share with developers? > > > > > > > > Regards, > > > > Ben > > > > > > > > On 2/22/23 23:08, john wrote: > > > > > > > > On Feb 22, 2023, at 2:01 PM, Ben > > > > Pracht<ben.pracht.n...@gmail.com> > > > > <ben.pracht.n...@gmail.com> ? wrote: > > > > > > > > I'd like to use Plaid with GnuCash. There is a plaid2qif > > > > project > > > > that > > > > claims to have been extensively tested with GnuCash and Plaid. > > > > However, > > > > when I created the Plaid account, it asks for either a limited > > > > developer > > > > account or a production account with a compliance audit. What > > > > account type > > > > should I use? Anything else helpful to know? > > > > > > > > > > > > Neither. See > > > > > https://github.com/ebridges/plaid2qif/blob/master/gen-access-token/README.md > > > > , > > > > > > > > Pay particular attention to the disclaimer at the bottom of > > > > that > > > > page. > > > > > > > > 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 > > > > ----- > > > > 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 > > > ----- > > > 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 > ----- > 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 ----- Please remember to CC this list on all your replies. 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