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<div dir="ltr" data-setdir="false" style="">Hmn, I see OFX in the handbook, but KBanking (aqbanking) is missing. </div><div dir="ltr" data-setdir="false" style="">Is this information about the plugins being separate relevant anymore? </div><div dir="ltr" data-setdir="false" style=""><br></div><div dir="ltr" data-setdir="false" style="">As per your suggestion of it being a subset of importing data. This isn't relevant to a user. They need to know that they can connect to their bank (or not) so they can read and manipulate their bank statements etc. </div><div dir="ltr" data-setdir="false" style="">My bank only gives me pdfs, I had to turn them into csv in order to import statements into KMyMoney. But I wouldn't have liked the idea of entering each transaction by hand. All these functions deserve to be labeled in a user friendly manner and easily available. </div><div style="font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 16px;"><br></div>
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On Wednesday, December 16, 2020, 07:50:28 PM EST, Aaron Mehl <mehlzaidy770@yahoo.com> wrote:
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<div dir="ltr">Wow, that's lots of useful info.</div><div dir="ltr">Thanks</div><div dir="ltr">Aaron</div><div><br clear="none"></div>
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On Wednesday, December 16, 2020, 06:58:09 PM EST, Jack <ostroffjh@users.sourceforge.net> wrote:
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<div>Intuit is a big bully in this world. In many cases, they have a <br clear="none">special deal with the bank to be able to pull your info using their <br clear="none">proprietary methods. If you use their product, you then get your data <br clear="none">from Intuit, not directly from the bank. Intuit is big enough to have <br clear="none">serious clout with the banks. That's often why banks say they only <br clear="none">support Quicken, even though their underlying software really supports <br clear="none">the OFX standard. They bought the software, and they really have no <br clear="none">idea how it works. If you say you are using something else (especially <br clear="none">open source) they just say it's not supported.<br clear="none"><br clear="none">One thing you MIGHT do, is to run something like wireshark to capture <br clear="none">the packets between your PC and Intuit when you map an account and then <br clear="none">when you download transactions. Unless they are using encryption to <br clear="none">hide your data even from you, you might be able to see if it's OFX or <br clear="none">not. If it IS, you might even be able to find out those bits of data <br clear="none">you need to map.<br clear="none"><br clear="none">By they way - that mapping action just does an OFX request to the bank <br clear="none">(so you need that info to start) and it sends a request to report all <br clear="none">available accounts for the name/password provided. Yes, that's a bit <br clear="none">oversimplified, but that's the core of it. If you are using libofx <br clear="none">(the KMM built in OFX) then there is a security setting somewhere in <br clear="none">the Configure/KMyMoney to turn on ofx logging. On Linux, it puts a <br clear="none">file ofxlog.txt in your home directory, with the full transaction. <br clear="none">Note that also includes plain text passwords, so treat it with care, <br clear="none">but it sometimes has a more detailed error message than gets surfaced <br clear="none">to some pop-up.<br clear="none"><div class="yiv8924378374yqt8013979730" id="yiv8924378374yqtfd40104"><br clear="none">On 2020.12.16 18:12, Aaron Mehl wrote:<br clear="none">> Thanks, That helps.I wonder what Intuit Mint is using to connect to <br clear="none">> my bank since it found it right away. It must be something other then <br clear="none">> ofx.Aaron<br clear="none">> On Wednesday, December 16, 2020, 05:54:23 PM EST, Jack <br clear="none">> <<a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:ostroffjh@users.sourceforge.net" target="_blank" href="mailto:ostroffjh@users.sourceforge.net">ostroffjh@users.sourceforge.net</a>> wrote:<br clear="none">> <br clear="none">> On 2020.12.16 09:34, Aaron Mehl wrote:<br clear="none">> > I am trying to map an account.I see two options:Kbanking doen't <br clear="none">> 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 <br clear="none">> 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<br clear="none">> Expanding and repeating to the list some info sent by private email, <br clear="none">> 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 <br clear="none">> OFX <br clear="none">> direct connect. A user is likely to need only one of these, and <br clear="none">> 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 <br clear="none">> 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 <br clear="none">> 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 <br clear="none">> 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 <br clear="none">> 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 <br clear="none">> 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 <br clear="none">> 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 <br clear="none">> 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 <br clear="none">> 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<br clear="none"></div></div>
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