I make an effort when I have to call Chase, Schwab, etc., for other topics (mystery charges, etc.) to also request that they make an .ofx download available. Schwab is a hard no on that, and they got rid of direct connect years ago. Chase last week indicated that .ofx was gone since 2021, but they politely noted my request for the format. So that's also no, but .qfx does work for me. If Quicken et. al. decide to change the format again to diverge further from .ofx, then I suppose we might be out of luck. But I'm betting on inertia to prevent that happening, and it would require them to do or spend something to try that.
The banks and fiduciaries claimed that direct connect was a security problem, but for some of them I paid just shy of $10 a month for the feature, so I must imagine it cost them something to deal with it. But surely less than $7 to $10 per account monthly, so I was not too sad to switch to monthly downloads of the .ofx files and save the money. .qfx works as well, but again, I don't know how much interest they have in making it available, or how eager Quicken is to "improve" the format to the point it causes problems for gnucash imports. Chase, Apple Card, Privacy.com, and I think Revolut still allow .qfx or .ofx downloads. Schwab and similar just say no. PayPal (as far as I remember) never had .ofx or .qfx, nor direct connect. But of course, the account holder should be able to specify how their data is made available to them, within reason. What a nice world that would be. Unlike direct connect, which had a commercial base of their customers, they seem to think those of us who ask for .ofx data as gnucash weirdos. I identify with that. You might find some banks (mostly outside of the US) that still have direct connect, but if they charge you for it, you can evaluate how much its worth. Programs and services for tax compliance and capital gains have something similar to direct connect (GainsKeeper, etc.), but that probably isn't too useful. Gordon On Wed, Aug 16, 2023 at 12:02 PM D Ducky <suffsuccot...@gmail.com> wrote: > > I use that, I was just wondering if there's any direct connect support > anymore, as opposed to download/import. > > On 8/14/23 21:07, Kalpesh Patel wrote: > > Chase does supports download in CSV, QFX, QIF and QBO formats for Credit > > Card and Bank accounts. > > > > QFX format seems to be the best and then importing it as a OFX/QFX has > > worked well ... > > > > -----Original Message----- > > From: John Ralls <jra...@ceridwen.us> > > Sent: Monday, August 14, 2023 4:43 PM > > To: D Ducky <suffsuccot...@gmail.com> > > Cc: Jon Schewe <jpsch...@mtu.net>; Gnucash Users <gnucash-user@gnucash.org> > > Subject: Re: [GNC] Chase ofx support? > > > > > > > >> On Aug 14, 2023, at 1:33 PM, D Ducky <suffsuccot...@gmail.com> wrote: > >> > >> Hello, > >> > >> It seems Chase does not support OFX anymore. > >> > >> > > https://www.banktivity.com/support/articles/banktivity-7/ofx-direct-connect- > > will-no-longer-be-supported-by-chase-as-of-october-6th-2022/ > >> > >> Is it possible to use some other method in gnucash to download > > transactions from gnucash? > > No, there is no other method in GnuCash to download transactions from US > > banks. You may be able to download files from Chase's website that you can > > import into GnuCash using File>Import. Likely formats are OFX, QFX, QIF, and > > CSV. > > > > Regards, > > John Ralls > > > > > > > > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > 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 ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
