Difference between revisions of "OFX Direct Connect Bank Settings"
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This will download, according to the above webpages, "thousands of XML files," however finding this information on the web is difficult at best. | This will download, according to the above webpages, "thousands of XML files," however finding this information on the web is difficult at best. | ||
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| + | Once the files are downloaded, you will have a "fidata" zip file. Unpack it, and inside you will find three xml files (if you have all three dependant programs, as listed on the jongsma.org webpage), bank.xml, brokerage.xml and creditcard.xml. Open the one you want to search an institution for (such as in Firefox), search for your bank's name. Within that xml listing, you will find it's "<guid>," which corresponds to the xml file number under the "fi" directory you will see alongside these three main xml files. | ||
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| + | Open the number listed as the "<guid>" for your bank: "<guid>6756</guid>" corresponds to 6756.xml in the fi folder. | ||
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| + | This file will contain the information needed to get GNUCash's OFX DirectConnect working with your bank's OFX DirectConnect feature. | ||
Revision as of 22:17, 7 December 2006
Here are some settings for banks and credit cards. Follow this link for instructions on setting up OFXDirectConnect in GnuCash 2.
"Bank Name" may not be significant. "ORG" may be case sensitive. "Bank Code" is probably not used for credit cards, but may be critical for bank accounts. It is usually the same as the bank's ABA routing number. Userid and Username are usually the same.
If your bank does not appear on the list, you can attempt to contact your bank (usually does not work). Or you can try google. When you do find the right settings, please add them to this page!
| Bank | Server URL | FID | ORG |
|---|---|---|---|
| American Express (credit card) | https://www99.americanexpress.com/myca/ofxdl/us/download?request_type=nl_desktopdownload | 3101 | AMEX |
| Bank of America, California (bank and credit card), see note below | https://ofx.bankofamerica.com/cgi-forte/ofx?servicename=ofx_2-3&pagename=bofa | 6805 | Bank of America |
| Chase (credit card) | https://onlineofx.chase.com/chase.ofx | 10898 | |
| Citi Bank (credit card) | https://secureofx2.bankhost.com/citi/cgi-forte/ofx_rt?servicename=ofx_rt&pagename=ofx | 24909 | Citigroup |
| Discover Card (credit card) | https://ofx.discovercard.com/ | 7101 | Discover Financial Services |
| PNC Bank (bank - Wash DC area) | https://www.oasis.cfree.com/test.ofxgp | 4501 |
Note on BofA: The information listed here are verified to work for BofA California. You need to call 1-800-792-0808 and ask the CSR to "enable transaction downloading in Quicken". There may be a $9.95 monthly charge for this convenience for consumer customers. But the fee is waived for me because I have monthly direct deposit. Once enabled, you can download transactions for all the accounts that are linked in your online banking. Other information you may need to set up the OFX Direct Connect is BankID = "121000358". --DS 14:08, 5 December 2006 (EST)
Note on American Express: "ORG" must be AMEX (case sensitive).
Note on Chase: OFX access may need to be enabled by visiting https://resources.chase.com/secure/CustomerCenter.aspx Customer Center / Reference Center / Tools / Activate Money, Quicken, etc.
Auto-Download everything:
Extensive (and probably near-complete) OFX DirectConnect information can also be auto-downloaded to your computer from a major accounting software provider's web archives by using the script found at http://www.jongsma.org/gc/.
Use the commands:
wget http://www.jongsma.org/gc/bankinfo/getfidata.sh.gz
then
gzip -d getfidata.sh.gz
then
bash getfidata.sh
This will download, according to the above webpages, "thousands of XML files," however finding this information on the web is difficult at best.
Once the files are downloaded, you will have a "fidata" zip file. Unpack it, and inside you will find three xml files (if you have all three dependant programs, as listed on the jongsma.org webpage), bank.xml, brokerage.xml and creditcard.xml. Open the one you want to search an institution for (such as in Firefox), search for your bank's name. Within that xml listing, you will find it's "<guid>," which corresponds to the xml file number under the "fi" directory you will see alongside these three main xml files.
Open the number listed as the "<guid>" for your bank: "<guid>6756</guid>" corresponds to 6756.xml in the fi folder.
This file will contain the information needed to get GNUCash's OFX DirectConnect working with your bank's OFX DirectConnect feature.
