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Flesh out OFX documentation
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@ -11,11 +11,20 @@ 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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To import an OFX file you have already downloaded from your FI, click the
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'Import' button after selecting the account you want to import transactions to,
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select 'OFX/QFX File' as the Import Type, and upload the OFX file.
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To import OFX transactions directly from the FI, instead select 'OFX' as the
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Import Type and enter your password and the date range of transactions you want
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to import. Note that there are a number of connections details that you will
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need to fill out before this will work (see below).
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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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The most tedious part is entering the OFX connection details for your FI into
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the 'Sync (OFX)' tab when editing the MoneyGo account for which you wish to
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import transactions.
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### Helpful Sources
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@ -35,6 +44,9 @@ I've found most helpful:
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### Fields
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The following are the fields that make up the OFX connection details that
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MoneyGo needs to know in order to successfully import transactions from your FI.
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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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@ -53,8 +65,34 @@ 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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**Account Type**: The type of account (i.e. 'Checking' or 'Savings')
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### Advanced Settings
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TODO
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The following fields may or may not be required. Some of them are are to work
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around incompatibilities with FI's OFX implementations, set the OFX version
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spoken to something other than the default, or provide additional required
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information.
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**Client UID**: This is required by some banks (Chase) as a sort of two-factor
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authentication. You may have to generate this yourself (using `uuidgen` on Linux
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machines), and then some type of out-of-band approval/authentication to your FI
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after you try to download transactions using OFX in MoneyGo for the first time.
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**App ID**: This is supposed to identify the application making the OFX
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requests. ofxgo defaults to its own string if this is empty, but some FI's
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require this to be a particular string in order to return valid results
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(frequently 'QWIN')
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**App Version**: The application version supposedly being used make the OFX
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requests. Like they do for the 'App ID', you may have to set this to a
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particular value to make your FI's server happy.
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**OFX Version**: This defaults to "203" (for version 2.0.3 of the OFX spec) if
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left empty. It must be one of "102", "103", "151", "160", "200", "201", "202",
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"203", "210", "211", "220" if specified. This controls what version of OFX is
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used to talk with the server.
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**Don't indent OFX request files**: This is unchecked by default. Though rare,
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some FI's implementations break if the SGML/XML elements are indented (and
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others' break if they aren't!).
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