Bank of Scotland and Wise

mh at mike.franken.de mh at mike.franken.de
Sat Feb 11 18:26:31 GMT 2023


On Samstag, 11. Februar 2023 19:11:59 CET Jack via KMyMoney wrote:
> On 2023.02.11 10:35, mh--- via KMyMoney wrote:
> > On Samstag, 11. Februar 2023 15:46:10 CET Thomas Baumgart via
> > 
> > KMyMoney wrote:
> > > On Samstag, 11. Februar 2023 12:50:00 CET mh--- via KMyMoney wrote:
> >>> does anyone know, if/how it is possible to connect KMyMoney to bank
> >>> accounts of the Bank of Scotland and (Transfer)Wise?
> >>> 
> > > Looks like they support OFX file download.
> > 
> > https://infinitekind.tenderapp.com/discussions/financial-institution-direc
> > t-> connection-support-requests/6896-royal-bank-of-scotland
> > 
> >> If that is the case, simply direct your browser to open that file
> >> using KMyMoney. See
> >> 
> >> https://docs.kde.org/stable5/en/kmymoney/kmymoney/details.impexp.ofx.html
> >> #details.impexp.webconnect> 
> > does this already work with kmymoney-5.1.3-2.6?
> > I don't even find the menu entries described in this documentation!?!
> 
> What menu entry can you not find?  There are two ways to do this:
> 1) from the bank's web site, download the OFX file, then in KMyMoney
> File/Import/OFX
> 2) configure your browser to open OFX files with KMyMoney.  Then when
> you download the file from the bank, it will be passed directly to
> KMyMoney, so you don't need to explicitly save it and then do
> File/Import.

I tried OFX Direct Connect, but I couldn't find the menu entries described in 
the according section of this document.

> 
> Also, please let us know which OS/distribution you are using.  It is
> unlikely, but possible, that the distribution compiled the program
> without the OFX importer.  The functionality has been available since
> before version 5.0.

This is openSUSE Tumbleweed using OFX Direct Connect.

> 
> Jack

Bye.
Michael.




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