Add OFX import documentation

docs/index.md

@@ -1,4 +1,4 @@
 # MoneyGo Documentation
 
-* [Lua Reports](lua_reports.md)
+* [Creating Reports in Lua](lua_reports.md)
-* [Importing Transactions using OFX](ofx_imports.md)
+* [Importing Transactions Using OFX](ofx_imports.md)

docs/ofx_imports.md

@@ -0,0 +1,60 @@
+# OFX Imports
+
+In the US, OFX ([official website](http://ofx.net/),
+[Wikipedia](https://en.wikipedia.org/wiki/Open_Financial_Exchange)) is the most
+widely-supported mechanism made available to customers of financial institutions
+(FIs) to quickly import transactions and account balances. There are two ways to
+import transactions (your FI may support one, both, or neither): one where the
+customer downloads a .ofx file from the FI and then imports it into their
+accounting software of choice, and one where the user provides accounting
+software with their login credentials and the software negotiates the download
+on their behalf. MoneyGo supports both import methods with the help of the
+[ofxgo](https://github.com/aclindsa/ofxgo) project.
+
+## OFX Connection Details
+
+The first (and potentially most tedious) step is to enter the OFX connection
+details for your FI into the 'Sync (OFX)' tab when editing the MoneyGo account
+for which you wish to import transactions.
+
+### Helpful Sources
+
+In my experience, FI's are not traditionally helpful when customers attempt to
+connect to their OFX servers using accounting software other than the single
+most popular one (though I encourage you to contact them to solicit this
+information if for no other reason than to remind them that there is more than
+one developer of consumer accounting software). Instead, we have to rely on
+community efforts to piece together the connection details. Here are the sources
+I've found most helpful:
+
+* [https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings](https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings)
+* [http://ofxhome.com/](http://ofxhome.com/)
+* [https://ofxblog.wordpress.com/](https://ofxblog.wordpress.com/) (this
+  contains the most out-of-date information, but may possibly be helpful if you
+  can't find your FI at the other two sites)
+
+### Fields
+
+**OFX URL**: This is the URL that MoneyGo/ofxgo should make their initial
+requests against. This is called 'Server URL' in the Gnucash wiki above, and FI
+Url at ofxhome.
+
+**ORG** and **FI**: These are sometimes seemingly-meaningless strings or numbers
+that identify your particular financial institution from others which may share
+the same URL. They are called 'FI Org' and 'FI Id' at ofxhome.
+
+**Username**: This is your username, usually the same username you use to login
+to your bank's website.
+
+**Bank ID**: This is another identifier, specific to bank accounts (i.e. not
+credit cards or investment accounts). It is frequently empty, or sometimes is
+your bank's routing number or some other string.
+
+**Account ID**: This is specific to your account, and is frequently your account
+number.
+
+**Account Type**: The type of account.
+
+### Advanced Settings
+
+TODO