The Online Banking Setup Assistant is used to create or edit the configuration to enable interaction with your bank. For this purpose the package AqBanking is used. It contains several modules with different abilities. Their availability depends on the region. But all can fetch the current balance and recent transactions.
Table 8.9. AqBanking Supported Protocols
|
Module |
Send Orders |
Region |
Notes |
|---|---|---|---|
|
EBICS |
Yes |
AT, CH, DE, FR |
Usually available for business users. |
|
FinTS |
DE |
Submodules: HBCI, PIN/TAN. | |
|
OFX DirectConnect |
No |
US [a] |
Not to confuse with “OFX WebConnect”! |
|
PayPal |
intl. | ||
[a] If you know about banks in other countries, update the wiki table. | |||
 | Tip |
|---|---|
If Online Banking Setup does not appear in your menu, verify that you are in an Account Tree or Register tab. | |
The currently available instructions are still kept in the GnuCash wiki and depend on the used module:
- EBICS
No users shared their expirience util now.
- FinTS
This module is only documented in German. Overview https://wiki.gnucash.org/wiki/De/Online-Banking, usage of the https://wiki.gnucash.org/wiki/De/Onlinebanking-Einrichtungsassistent, and details of the different https://wiki.gnucash.org/wiki/De/PIN/TAN methods.
- OFX DirectConnect
Instruction for this process are in English at https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect.
- PayPal
This module is only documented in German https://wiki.gnucash.org/wiki/De/Paypal einrichten.