Did you or they try the "add institution" link in the "OFX Home" box in the upper right corner?
Regards, John Ralls > On May 10, 2018, at 10:43 AM, Jeff Albrecht <je...@rodaw.com> wrote: > > 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 >> >> _______________________________________________ >> gnucash-user mailing list >> gnucash-u...@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-devel mailing list > gnucash-devel@gnucash.org > https://lists.gnucash.org/mailman/listinfo/gnucash-devel _______________________________________________ gnucash-devel mailing list gnucash-devel@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-devel
