Hi Colin, Thanks for the additional info and encouragement. I’m still experimenting here… One puzzle: what did you use for Client UID? I do see what the Wiki says about it but I still don’t understand. FWIW, I’m on a Mac OS environment…
Steve > On Sep 30, 2021, at 12:57 PM, Colin <colinfar...@gmail.com> wrote: > > Hi Steve, > > David Cousins already posted the link to the Gnucash OFX Wiki page, but since > you mentioned Citi I’ll add that I use OFX for a couple Citi credit cards and > it’s worked for the last 15 months. I updated the Citi section of the Wiki > page with the settings that work for me. > > A few weeks ago someone posted recently they had to use a different server > address. I’ll include it below, but I haven’t found any change from the > settings on the Wiki page necessary. > > > The wiki entry at > > https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#Citi_Credit_Card > > > > <https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#Citi_Credit_Card> > > worked until about a month or so ago. I figured they changed the OFX > > server url again but what I discovered is that when I set the field > > "HTTP User Agent" to "InetClntApp/3.0", it now downloads my > > transactions into my register as before. The citi.com <http://citi.com/> > > -> Profile -> > > Manage Desktop Apps website again lists Quicken Windows as an app > > allowed to use my Citi credentials. I'm using Gnucash 4.6 on Linux. > > -- Nicholas Rood > > > A final note: after a fair amount of trial and error I found OFX not to work > with most of the accounts I tried, even when others reported settings that > worked for them. My Citi and Amex cards work fine, but I’ve given up for my > other cards and credit union account. > > Also, be aware OFX appears to be going the way of the Dodo bird. You might > weigh the amount of troubleshooting you do, or anticipation of using OFX with > GnuCash, against that knowledge. > > Best, > Colin > >> On Sep 30, 2021, at 9:00 AM, gnucash-user-requ...@gnucash.org >> <mailto:gnucash-user-requ...@gnucash.org> wrote: >> >> ------------------------------ >> >> Message: 2 >> Date: Wed, 29 Sep 2021 18:21:37 -0400 >> From: Steve Welch <steve.welc...@icloud.com >> <mailto:steve.welc...@icloud.com>> >> To: David Ellis <davidellis....@comcast.net >> <mailto:davidellis....@comcast.net>> >> Cc: Gnucash-User <gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org>> >> Subject: Re: [GNC] Problems setting up first OFX transaction download >> Message-ID: <a850035b-8743-4dd6-8e03-ec1a173ab...@icloud.com >> <mailto:a850035b-8743-4dd6-8e03-ec1a173ab...@icloud.com>> >> Content-Type: text/plain; charset=utf-8 >> >> 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 >>> <mailto: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 <mailto:gnucash-user@gnucash.org> >>> To update your subscription preferences or to unsubscribe: >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>> <https://lists.gnucash.org/mailman/listinfo/gnucash-user> >>> If you are using Nabble or Gmane, please see >>> https://wiki.gnucash.org/wiki/Mailing_Lists >>> <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.
