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<div dir="ltr" data-setdir="false">Thanks, </div><div dir="ltr" data-setdir="false">That helps.</div><div dir="ltr" data-setdir="false">I wonder what Intuit Mint is using to connect to my bank since it found it right away. It must be something other then ofx.</div><div dir="ltr" data-setdir="false">Aaron</div><div><br></div>
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On Wednesday, December 16, 2020, 05:54:23 PM EST, Jack <ostroffjh@users.sourceforge.net> wrote:
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<div>On 2020.12.16 09:34, Aaron Mehl wrote:<div class="yqt2499916967" id="yqtfd92729"><br clear="none">> I am trying to map an account.I see two options:Kbanking doen't list <br clear="none">> banks. I see the routing number and account number for my bank. The <br clear="none">> online accounts window is empty. What do I need to do to get this <br clear="none">> working?<br clear="none">> I next tried oxfimporter. My bank wasn't listed so I choose manual. <br clear="none">> It asks me for org, fid and url, but I have no idea what I am <br clear="none">> supposed to enter into these fields.<br clear="none">> Any help would be most appreciated,Aaron</div><br clear="none">Expanding and repeating to the list some info sent by private email, to <br clear="none">make available for searching.<br clear="none"><br clear="none">First, I suggest thinking of online mapping an account as a special <br clear="none">subset of importing transactions, even though it's not completely <br clear="none">accurate. File imports can handle multiple file types, but online <br clear="none">import is essentially OFX. However, there are two overall frameworks <br clear="none">for online access to account information: KBanking (aqbanking) and OFX <br clear="none">direct connect. A user is likely to need only one of these, and which <br clear="none">one depends on what your institutions support. KBanking is of us <br clear="none">primarily in europe, and direct connect/OFX in the US. (I simply don't <br clear="none">recall much discussion relative to other geographic areas.) KBanking <br clear="none">also handles actions other than simple download of transactions, but I <br clear="none">only use libofx, sp that's all I can say about KBanking without <br clear="none">guessing.<br clear="none"><br clear="none">At least for libofx, if the automatic mapping does not find your <br clear="none">institution, it is most likely that your institution simply doesn't <br clear="none">support direct connect. The ability to manually enter those fields is <br clear="none">for the rare cases where the institution does support download, but <br clear="none">does not publish that info in a way that the usual channels find it. <br clear="none">On rare occasion - the bank will actually give a customer those <br clear="none">numbers, but usually not. In that case, a web search MIGHT find them. <br clear="none">Further discussion about this topic can get philosophical and <br clear="none">political, but based on my personal experience and some discussions on <br clear="none">this list, banks don't do their own OFX support, they buy it from <br clear="none">someone else, and to keep costs down, they say they only support <br clear="none">Quicken, for example. If you have a problem, they direct you to call <br clear="none">intuit. They often explicitly say they don't support anything else, <br clear="none">and you are often lucky if they will talk to you at all, and are even <br clear="none">luckier if they are actually able to help you.<br clear="none"><br clear="none">For example, many banks do not provide adequate error messages when <br clear="none">they can't complete an OFX request, and only say that an invalid user <br clear="none">name and/or password was used. They often wont tell you which versions <br clear="none">of Quicken they support, so you may have to guess and try different <br clear="none">values when attempting to map the account. They also won't generally <br clear="none">tell you whether the ClientUID is required, so you may have to guess <br clear="none">and try with and without.<br clear="none"><br clear="none">To your specific questions: when you say you see the routing and <br clear="none">account number - where do you see them? If you entered them when <br clear="none">creating the account, and see them in a KBanking window, it's probably <br clear="none">just because it found them in the KMM info for the account. I doubt <br clear="none">very much they will help in finding the correct mapping information for <br clear="none">the institution.<br clear="none"><br clear="none">I'll expand further, if I think of anything else to add.<br clear="none"><br clear="none">Jack</div>
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