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Add OFX import documentation
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# MoneyGo Documentation
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* [Lua Reports](lua_reports.md)
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* [Importing Transactions using OFX](ofx_imports.md)
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* [Creating Reports in Lua](lua_reports.md)
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* [Importing Transactions Using OFX](ofx_imports.md)
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# OFX Imports
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In the US, OFX ([official website](http://ofx.net/),
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[Wikipedia](https://en.wikipedia.org/wiki/Open_Financial_Exchange)) is the most
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widely-supported mechanism made available to customers of financial institutions
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(FIs) to quickly import transactions and account balances. There are two ways to
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import transactions (your FI may support one, both, or neither): one where the
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customer downloads a .ofx file from the FI and then imports it into their
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accounting software of choice, and one where the user provides accounting
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software with their login credentials and the software negotiates the download
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on their behalf. MoneyGo supports both import methods with the help of the
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[ofxgo](https://github.com/aclindsa/ofxgo) project.
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## OFX Connection Details
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The first (and potentially most tedious) step is to enter the OFX connection
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details for your FI into the 'Sync (OFX)' tab when editing the MoneyGo account
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for which you wish to import transactions.
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### Helpful Sources
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In my experience, FI's are not traditionally helpful when customers attempt to
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connect to their OFX servers using accounting software other than the single
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most popular one (though I encourage you to contact them to solicit this
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information if for no other reason than to remind them that there is more than
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one developer of consumer accounting software). Instead, we have to rely on
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community efforts to piece together the connection details. Here are the sources
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I've found most helpful:
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* [https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings](https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings)
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* [http://ofxhome.com/](http://ofxhome.com/)
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* [https://ofxblog.wordpress.com/](https://ofxblog.wordpress.com/) (this
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contains the most out-of-date information, but may possibly be helpful if you
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can't find your FI at the other two sites)
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### Fields
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**OFX URL**: This is the URL that MoneyGo/ofxgo should make their initial
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requests against. This is called 'Server URL' in the Gnucash wiki above, and FI
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Url at ofxhome.
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**ORG** and **FI**: These are sometimes seemingly-meaningless strings or numbers
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that identify your particular financial institution from others which may share
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the same URL. They are called 'FI Org' and 'FI Id' at ofxhome.
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**Username**: This is your username, usually the same username you use to login
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to your bank's website.
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**Bank ID**: This is another identifier, specific to bank accounts (i.e. not
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credit cards or investment accounts). It is frequently empty, or sometimes is
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your bank's routing number or some other string.
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**Account ID**: This is specific to your account, and is frequently your account
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number.
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**Account Type**: The type of account.
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### Advanced Settings
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TODO
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