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How do I get the OFX server information from my bank?
Posted: 04 November 2010, 10:06
by Kreutec
Hello, I've just purchased icompta and by trying to set up my bank accounts I found my banks are not on the Factory settings list. Now how do I find out the OFX server of my bank? Also things like Institution ID, Bank ID etc... And once I find the OFX server, do these things get filled in automatically or do I need to get this info of the bank? How? Can anyone help me with this, please?
Best Regards
Re: How do I get the OFX server information from my bank?
Posted: 05 November 2010, 00:32
by Angeman
Only US banks offer OFX direct download service so if this is not the case you have to use the embedded web browser instead.
Re: How do I get the OFX server information from my bank?
Posted: 06 November 2010, 00:59
by Kreutec
Thank you for your reply. I tried linking accounts from Australia and Germany. And I did try using the embedded web browser. My bank website comes up but I couldn't find information on the website about downloading anything nor did I find information about their OFX server when I punched in OFX in their surch function. Where would I need to look for?
Re: How do I get the OFX server information from my bank?
Posted: 07 November 2010, 12:07
by Angeman
Usually there is a download transactions link somewhere in the site after you logged in, then choose one of the following formats iCompta can import : OFX, QIF or CSV.