Re: [GNC] Using Plaid

On Sat, Mar 4, 2023 at 12:06 Steve Brown wrote: > If you are referring to the file I store, it is the response from the > OFX server and doesn't contain credentials. > > If you are referring to the request, I'm using the keyring approach > referred to by Sherlock. Thanks, Steve. After seeing

Re: [GNC] Using Plaid

If you are referring to the file I store, it is the response from the OFX server and doesn't contain credentials.  If you are referring to the request, I'm using the keyring approach referred to by Sherlock. Steve On Fri, 2023-03-03 at 09:43 -0600, Tom Browder wrote: > On Fri, Mar 3, 2023 at

Re: [GNC] Using Plaid

On Fri, Mar 3, 2023 at 10:43 Tom Browder mailto:gnucash-user%40gnucash.org?Subject=Re:%20Re%3A%20%5BGNC%5D%20Using%20Plaid=%3CCAFMGiz8Y7T7XqxObu%2BnGCUPb5gSmr9eMR_uT%3D61yJr2H9zYZpg%40mail.gmail.com%3E>gmail.com > wrote: > How do you use (wrap) the file to protect your

Re: [GNC] Using Plaid

On Fri, Mar 3, 2023 at 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 (wrap) the file to protect your

Re: [GNC] Using Plaid

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

Re: [GNC] Using Plaid

is just broken and likely to stay 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> Content-Type: text

Re: [GNC] Using Plaid

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

Re: [GNC] Using Plaid

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

Re: [GNC] Using Plaid

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

Re: [GNC] Using Plaid

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.

Re: [GNC] Using Plaid

Some financial services such as brokerages now use Plaid. Stash is one example. The reason is OFX isn't supported well by banks anymore. I tried adding Chase bank, but I had to reference 3 parts of the same document, but still couldn't get it to connect. Same situation with Truist. With my

Re: [GNC] Using Plaid

After reading this discussion about Plaid, I discovered an email from my bank from about 6 months ago notifying me that Plaid had access to my bank account. I am not aware that I am using Plaid for anything. Is it used in the background by Bank Mobil Apps? That is the only thing I can think of

Re: [GNC] Using Plaid

On Wed, Feb 22, 2023 at 16:02 Ben Pracht wrote: > I'd like to use Plaid with GnuCash. There is a plaid2qif project that How are you able to use Plaid at all? What service do you have access to that provides access to your personal finances? Or are you using it for a business? YNAB is the

Re: [GNC] Using Plaid

> On Feb 22, 2023, at 2:01 PM, Ben Pracht 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

[GNC] Using Plaid

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