56 lines
1.9 KiB
Text
56 lines
1.9 KiB
Text
Ofxconnect is a utility to test OFX Direct Connect. And it's a sample so you
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can understand how to use it in your own code.
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Direct Connect consists of two separate steps: First, contacting the partner
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server to retrieve information about your bank. Second, contacting your bank
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to retrieve your accounts and statements. The partner server should be
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contacted when the user sets up his accounts.
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Common mistakes with the partner server are to contact it EVERY time you
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contact the bank, and contacting it just once to cache the contact
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info for all banks. The former is overkill, the latter means users won't
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have up-to-date bank contact information.
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Step-by-step guide to using the ofxconnect utility
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1. Retrieve the list of banks
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$ofxconnect -b
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2. Find your bank in the list. Retrieve the FI partner ID's (fipid's) for that bank
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$ofxconnect -f "Wells Fargo"
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101458
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102078
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5571
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3. Retrieve the service capabilities of each fipid to find the one which has the services you want.
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Note that all the 6-digit fipids don't seem to work well with libofx right now.
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$ofxconnect -v 5571
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Statements? Yes
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Billpay? Yes
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Investments? No
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4. Retrieve and view the list of all your accounts
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$ofxconnect -a --fipid=5571 --user=myusername --pass=mypassword accounts.ofx
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$ofxdump accounts.ofx 2>/dev/null
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Look for entries like this:
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Account ID: 999888777 00 123456789
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Account name: Bank account 1234567890
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Account type: CHECKING
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Bank ID: 999888777
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Branch ID: 00
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Account #: 1234567890
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5. Retrieve a statement for one of the accounts
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$ofxconnect -s --fipid=5571 --user=myusername --pass=mypassword --bank=xxx --account=xxx --type=x --past=xx statement.ofx
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$ofxdump statement.ofx 2>/dev/null
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The --bank and --account parameters should be exactly like the "Bank ID" and "Account #" results from the account request.
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The --type is: 1=CHECKING, 2=INVESTMENT, 3=CREDITCARD. Other types are not supported
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The --past is how many days previous from today you want.
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