Difference between revisions of "Talk:Setting up OFXDirectConnect"

Revision as of 04:30, 14 May 2009

I current have multiple accounts that I need to update individually. i.e.

1. Schwab Living Trust 2. Schwab Husband IRA 3. Schwab Wife IRA 4. Schwab Husband ROTH IRA 5. Schwab Wife ROTH IRA 6. Schwab Son UTMA account 7. Citicard account

It would be nice to update all accounts at once instead of going into each individual account. Is this functionality in the works?

More importantly though, when I use OFXDirectconnect for my Schwab accounts and there are reinvested dividends the program does not import them properly into the register. It imports the total value not the number of shares and price. Therefore, I have to manually fix these entries and enter the number of shares and share price. I am sure this has been addressed, but has it been resolved?

insert link http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2#Where_to_find_connection_info

adding an account

When I Click the "Get Accounts" button, the User Configuration windows disappear.

PS I'm using the latest Xubuntu stable, and I saw the section about Ubuntu; but I don't think that applies to the latest version. There also isn't an Enable button on the Backends tab for the "latest" GnuCash. (2.2.6--latest for debian/Ubuntu) I'm getting the same results on debian Lenny stable Xfce. The Test button stays grayed out after I put the Server URL in its box, and finally, pressing on Forward shows a screen w/ no accounts.

Okay, I figured it out. I had to click the OK button, select the account I just made, click the Edit button and then click the Get Accounts button to be prompted for a password. Thanks