.
Steve
On Thu, 2023-03-16 at 09:28 -0700, Stan Brown (using GC 2.6.19) wrote:
>
> On 2023-03-16 09:17, Steve Brown wrote:
> > I've been using ofxget from ofxtools to download from my banks and
> > broker. So long as your bank has a functioning OFX server, it
&
:
>
> On 2023-03-16 09:17, Steve Brown wrote:
> > I've been using ofxget from ofxtools to download from my banks and
> > broker. So long as your bank has a functioning OFX server, it
> > should
> > work.
> >
> > There is a website with a comprehensive
I've been using ofxget from ofxtools to download from my banks and
broker. So long as your bank has a functioning OFX server, it should
work.
There is a website with a comprehensive list of OFX server status at
https://www.ofxhome.com/
Steve
On Wed, 2023-03-15 at 20:17 -0400, Chip Reid wrote:
>
04:20 Steve Brown wrote:
>
> > 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.
>
>
> How do you use (wra
that way.
>
>
> --
>
> Message: 5
> Date: Wed, 1 Mar 2023 08:26:12 -0800
> From: Jean L
> To: Steve Brown , gnucash-user@gnucash.org
> Subject: Re: [GNC] Using Plaid
> Message-ID: <5f7b6e1c-6043-44df-033f-4c702e4eb...@gmail.com>
> Co
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
Many of my vendors are large firms. If I don't put the account number
they have assigned me on the check, they don't always apply the payment
properly.
I know I can put it in the check memo field, but I have to look it up
each time.
Is there a recommended way to add it to the vendor record and
Morgan Stanley is running an OFX server. I'd see if I could get online
banking to connect with it and download that.
I haven't tried it as I don't have an account there, but I think all
the info you need to set it up is here:
https://www.ofxhome.com/index.php/institution/view/500
I was able to
I've had very good results with this
https://github.com/erikmack/qb-escape.git
I had to back out the account code stuff in the most recent commit as
it didn't work for my use case.
The article referenced in the README was similarly helpful.
Steve
On Wed, 2023-01-18 at 19:29 -0600, rudy beuc
RFE's filed, but the
> > ability
> > to set one's own default report and default spreadsheet would
> > greatly
> > enhance the reporting system and avoid hacks like re-writing an
> > existing
> > report. (entirely inaccessible to most folks)
> >
>
I've been wrestling with this too, specifically with regard to
invoices. This is a rather lengthy comment. I hope it is useful. Also,
if some of this is inaccurate, which is likely, please let me know.
I've looked at the wiki and sifted through the code trying to
understand how reports work.
File->Print Invoice prints an opened invoice using the template at
gnucash/report/reports/standard/invoice.scm.
So does the Print Invoice button in the Find Invoice screen
And ditto the Print Invoice in the heading of the View Invoice screen
OTOH, Reports->Business->Printable Invoice just gives
On 12/24/2022 1:44 PM, rov...@comcast.net wrote:
Does anyone have a working configuration to download ofx file from Fidelity
Investments. I have at this point been able to sigh in to Fidelity
Investments and get a list of my accounts. I also assigned a Test bank
account in GNUcash to the
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