Information on how to download PNC and Capital One transactions.
I’ve started tracking my finances in Gnucash. It builds great reports. I exported data from 90days – 1 year and categorized every transaction on 3 accounts that I use for daily spending.
It was hard to find the button on PNC’s website to export data, even though it is on the Main Banking Account page. To export data from PNC you have to login to online banking on desktop and the export button is right where green arrow is in the image.
You would export your PNC transactions to a QFX file. It contain’s 90 days of ledgers. It is possible to use Online banking with Gnucash to sync within the App, however I couldn’t get that to work.
Capital one has an option to download your transactions from up to one year. See screenshot for how to download capital one transaction history as a QIF file. You can select transactions up to 1 year in the past.
When you have the transactions downloaded you can start to categorize and budget. Gnucash also has the ability to track stock portfolio’s. The reporting tool is very powerful and there are a bunch of reports built in to track Expenses, Income, Budget, Portfolio, Liabilities, etc.
For more information about GnuCash read the documentation in the linux package gnucash-docs and hitting F1 in the application. It also runs on Windows pretty well! Get to budgeting!