[office/kmymoney/Handbook-5.2] /: Improve KBanking/AqBanking descriptions
Jack Ostroff
null at kde.org
Tue Jun 25 23:54:58 BST 2024
Git commit 565c50a180e4fbc437156d050e7fd708fe173b4f by Jack Ostroff.
Committed on 25/06/2024 at 22:54.
Pushed by ostroffjh into branch 'Handbook-5.2'.
Improve KBanking/AqBanking descriptions
M +2 -0 README-CONTRIBUTORS
M +4 -4 doc/details-impexp.docbook
M +12 -5 doc/details-settings.docbook
M +26 -6 doc/reference.docbook
https://invent.kde.org/office/kmymoney/-/commit/565c50a180e4fbc437156d050e7fd708fe173b4f
diff --git a/README-CONTRIBUTORS b/README-CONTRIBUTORS
index 08097dd496..21e4dcfb02 100644
--- a/README-CONTRIBUTORS
+++ b/README-CONTRIBUTORS
@@ -160,6 +160,8 @@ multiple places.
----- new as of 202404
+- The FAQ chapter needs checking for coordination with https://userbase.kde.org/KMyMoney/FAQ#How_do_I_configure_online_banking_.3F"
+
- In Plugins section of KMM Config, there is "GNC Importer" but everywhere else it is
referred to as GnuCash Importer. Any reason for the difference?
diff --git a/doc/details-impexp.docbook b/doc/details-impexp.docbook
index 1404b10409..4b0bb8e659 100644
--- a/doc/details-impexp.docbook
+++ b/doc/details-impexp.docbook
@@ -984,10 +984,10 @@
</para>
<para>
- Please note that this section describes the <quote>native</quote> OFX importer.
- OFX files may also be imported using the AqBanking Importer Plugin. Note that the
- two importers do behave slightly differently, and they are written and supported by
- two different developers.
+ This section describes the <quote>native</quote> OFX importer. OFX files may also
+ be imported using the AqBanking Importer Plugin. The two importers do behave
+ slightly differently, and they are written and supported by two different
+ developers.
</para>
</sect2>
diff --git a/doc/details-settings.docbook b/doc/details-settings.docbook
index 59aa4b8043..7c46d15c8b 100644
--- a/doc/details-settings.docbook
+++ b/doc/details-settings.docbook
@@ -1259,14 +1259,21 @@
</sect2>
<sect2 id="details.settings.plugins.kbanking"><title>KBanking</title>
-<!-- FIXME: Since both this and the Configure Aqbanking page are minimal, should both
- just point to the same link currently in the other section? -->
+<!-- FIXME: There is some overlap between here and the Reference/Settings section.
+ Better coordination would be good. -->
<para>
- This plugin adds support for HBCI/FinTs, OFX, and PayPal online banking. However,
- configuring this plugin is not done through this dialog, but with the <link
+ This plugin adds support for HBCI/FinTs, OFX, and PayPal online banking by using
+ <ulink url="https://www.aquamaniac.de/rdm/">AqBanking</ulink>, which is a an open
+ source project on its own. Most of the protocols is uses to communicate with banks
+ are only used in Germany.
+</para>
+
+<para>
+ Configuring this plugin is not done through this dialog, but with the <link
linkend="reference.menus.settings.help"> <guimenu>Settings</guimenu>
- <guisubmenu>Configure Aqbanking...</guisubmenu> </link> menu item.
+ <guisubmenu>Configure Aqbanking...</guisubmenu> </link> menu item, and there is
+ further information there.
</para>
</sect2>
diff --git a/doc/reference.docbook b/doc/reference.docbook
index 9dc890e651..8959d4dded 100644
--- a/doc/reference.docbook
+++ b/doc/reference.docbook
@@ -862,18 +862,38 @@
</varlistentry>
<varlistentry>
+ <!-- FIXME: There is some overlap between here and the KBanking Plugin section.
+ Better coordination would be good. -->
<term><menuchoice>
<guimenu>Settings</guimenu><guimenuitem>Configure Aqbanking</guimenuitem>
</menuchoice></term>
<listitem>
<para>
- Configure online banking setting. See <ulink
+ Configure online banking settings, but only if the KBanking module is
+ enabled. More information may be found in the section on configuring the
+ <link linkend="details.settings.plugins.kbanking">KBanking plugin</link> as
+ well as in the <ulink
+ url="https://www.gnucash.org/docs/v5/C/gnucash-manual/tools-on-line-banking.html#tool-
+ aqb-modules">GnuCash documentation</ulink>.
+ </para>
+
+ <para>
+ The process of setting up online access in AqBanking is described in <ulink
+ url="https://wiki.gnucash.org/wiki/De/Onlinebanking-Einrichtungsassistent">the
+ GnuCash wiki (German only)</ulink>. This menu entry brings you to the dialog
+ shown in step #3. The process until step #18 is the same for KMyMoney. Once
+ done, you can map the account in &kmymoney; using <guimenu>Account</guimenu>
+ <guisubmenu>Map account</guisubmenu> and select the account from the list
+ provided. From there, simply use <guimenu>Account</guimenu>
+ <guisubmenu>Update account</guisubmenu>, or in case you have more than one
+ online account mapped <guimenu>Account</guimenu> <guisubmenu>Update all
+ accounts</guisubmenu>.
+ </para>
+
+ <para>
+ See <ulink
url="https://userbase.kde.org/KMyMoney/FAQ#How_do_I_configure_online_banking_.3F">How
- do I configure online banking</ulink> for further details. This menu
- selection is only available if the KBanking module is enabled. See the
- section on configuring the <link
- linkend="details.settings.plugins.kbanking">KBanking plugin</link> for more
- information.
+ do I configure online banking</ulink> for further details.
</para>
</listitem>
</varlistentry>
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