The question dated 4/19/2018 was originally posted on gnucash-user I
post response to my own question here on gnucash-devel hoping to help my
Credit Union learn how to appear in the OFX DirectConnect User Setup wizard.
...
Very cool. I now have my GNUCash checking and savings accounts connected
online to my credit union (cu).
After discussing with them at the annual meeting, the cu actually
installed it (I suggested 2.6.21 rather than 3.0) they reported;
"Version 2.6.21 installed cleanly, thank you for the tip. We completed
a review of the application including information security and
integration options. It’s a very complete solution."
The configuration isn't ready for prime time yet for all cu members,
however the cu want's to learn how / where to add itself so that they
show up in the OFXConnect wizard.
They asked me; "Do you know where GNUcash sources the financial
institution list? http://www.ofxhome.com looks to be the best
reference. I wonder if we add redactedcu there, then the GNUcash setup
wizard might pick up the settings." Can someone help me answer them?
Thanks, - Jeff
On 4/19/2018 7:55 AM, Jeff Albrecht wrote:
Here in Arizona, USA Tuesday I attend the annual meeting of my credit
union. I met with the Senior VP / Chief Information officer. We spoke
about Quicken and it's rapid price hikes and move to subscription
model. I told him a bit about GnuCash and that I had just converted to
GnuCash and had imported a decade of Quicken data. I gave him some old
school paper with some resources and my contact info. I asked if it
would be possible to support online banking to support GnuCash. They
do have a .OFX export. Yesterday he emailed to me;
"... Intuit has ratcheted up their pricing model for several
years and good to know there are viable options in the
marketplace. We have connected with the team here at _______ and
will look into GNUCash over the next few business days. Can I
get back with you by Friday, April 27^th ? My contact
information is listed below. Please don’t hesitate to reach out
with additional ideas or questions."
They seem genuinely interested. I would like to gather up information
that may be valuable to the credit union in researching and deciding
to support it, and perhaps links to implementation resources.
Does anyone have links etc. I might want to read and share with my
Credit Union? Beyond
* "Setting up OFXDirectConnect in GnuCash 2"
https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2#The_AqBanking_Set-up_Wizard
* "AqBanking" https://wiki.gnucash.org/wiki/AqBanking
I'm also looking for
* Press
o public looking for their banks to support it
o banks that have implemented
+ Success stories
* Technical
o Resources
* ???
Has anyone on the list worked with a bank to convince and/or implement
support for online connections?
Thanks, - Jeff
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