Bank of Scotland and Wise

[Jack]

On 2/12/23 12:56, mh--- via KMyMoney wrote:
> On Sonntag, 12. Februar 2023 18:45:36 CET Jack via KMyMoney wrote:
>> On 2/12/23 12:35, mh--- via KMyMoney wrote:
>>> On Sonntag, 12. Februar 2023 18:16:23 CET Jack via KMyMoney wrote:
>>>> On 2/12/23 07:12, mh--- via KMyMoney wrote:
>>> [...]
>>>
>>>>>> Settings/Configure KMyMoney..., click the Plugins icon at the bottom of
>>>>>> the left side, and look for the "OFX Importer" entry on the right.
>>>>> I already had activated this module - but to no avail.
>>>> How did you "activate" the module?  If it was properly configured and
>>>> compiled when the package was built, it should "just work."
>>> See attachement.
>> Yes, that shows the plugin is available and enabled.   I still don't
>> understand what you mean by saying that you activated it, although I
>> don't suppose it matters.
> I ticked the option to use the module as shown in the screenshot.
> Probably I use the wrong expressions, because I'm not a native speaker.
>
>>>> Let's try a few more questions.  If you click "File/Import" what options
>>>> are listed, and which are enabled so you can actually click on them?
>>> There is an "OFX" import topic available, which can be configured with
>>> lots of optione.
>> And that is how you import an OFX file.  Have you actually tried it?
>> Have you downloaded an OFX file from the bank?  Once you do that, select
>> File/Import/OFX and select the file.  Aside from the file chooser, I see
>> five options, and in general, all of them can be left at their default
>> values.  They are only needed for specific problems that sometimes arise
>> due to the differences in how different banks produce their OFX files.
>> Once you have imported a few time you will know if something is not
>> right, and then you can see if it is necessary to adjust any of those
>> options.
>>
>> What menu items have you been looking for that you think are missing?
> I always talked about "Direct Connect" and the menu topics described in the
> online doc, Thomas has pointed me to:
>
> OFX Direct Connect is now supported in KMyMoney. This gives KMyMoney the
> [...]
> The first step is to configure each account for which you wish to download
> statements. Go to the Accounts View, right click on the account you wish to
> configure, and choose Map to online account.... In case more than one online
> banking plugin is installed on your system you will be asked which one to use.
> For the internal OFX method select KMyMoney OFX. A list of banks will be
> downloaded from the Internet and a wizard will guide you through choosing a
> bank, entering your username and password, and selecting an account. Should
> you find that your bank is not listed, it may still be possible to use the
> manual option. Your bank may be able to provide the required parameters, or
> you may have to do some research to find them.

I'll have to reread the entire thread to be sure, but I think it should 
have been pretty clear, starting from the link Thomas provided (to an 
external discussion, not to the KMyMoney handbook) that Bank of Scotland 
does NOT support direct connect, and I'm pretty sure I repeated that.  
KMyMoney cannot use a method that is not supported by the bank.  With 
Bank of Scotland, you will need to go to their website and download an 
OFX file, and then import it into KMyMoney.  Once you have that working, 
you can configure your browser to open OFX files with KMyMoney directly, 
instead of having to save them to disk and then explicitly import them.

Separately, and just for confirmation, is the Account/Map function not 
available to you, or is the problem that Bank of Scotland is not on the 
downloaded list once you start the wizard?