David, There are multiple ways to skin that cat, and it is not clear which one you are asking about.
Quicken has an online banking type of feature which Gnucash can sometimes emulate, and sometimes not. In Gnucash it is called online banking. There is also a manual transaction download feature which works well with many banks using a file format called QFX or OFX. That requires manually going to the bank's website and manually selecting a transaction download in the OFX or QFX format if available, saving it locally then importing it into your data file. Some banks only offer CSV or other formats. I personally haven't been able to get the first way to work with any of the banks that I use, so I use second method. I would not be able to help you with online banking. On Wed, Sep 29, 2021, 5:22 PM Steve Welch via gnucash-user < gnucash-user@gnucash.org> wrote: > I’ll be following this with interest — I just moved from Moneydance and am > trying to set up credit card transaction downloads from Citi. > No problems doing so in MD, but I haven’t been successful yet in GnuCash. > > I’m sure there’s something I’m not understanding here… > > Steve > > > On Sep 29, 2021, at 4:25 PM, David Ellis <davidellis....@comcast.net> > wrote: > > > > I have been using Quicken for home and business for years to keep my one > man > > office books. It does everything I need, especially auto-population of > bank > > transactions in register for preparing financial statements. Now > converting > > to GnuCash and used the wizard to a) import to gnu from Quicken data > file, > > then b) set up OFX transaction download from bank directly to gnu. Got > data > > import great, but efforts to get OFX duds. I am a retired dba so I kind > of > > know what I'm doing, but didn't help much. I called the bank and worked > with > > a tech person there but a detailed review of each item in the wizard > didn't > > get anywhere with her either. I kept getting the error that there were no > > new transactions to download since the last one, which was 3 weeks and 29 > > transactions ago. Am I going to just have to download CSV monthly and > import > > to gnu or can I actually get OFX to work? Thanks, David > > > > _______________________________________________ > > gnucash-user mailing list > > gnucash-user@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-user mailing list > gnucash-user@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-user mailing list gnucash-user@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.
