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OFX Imports
In the US, OFX (official website, Wikipedia) 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 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
- http://ofxhome.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- https://ofxblog.wordpress.com/ (this contains the most out-of-date information, but may possibly be helpful if you can't find your FI at the other two sites)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