[Kmymoney-devel] Re: Link account to financial instution

[Brent Baxter]

Thomas,

Thanks for looking into this. I got the info from the links you sent and OFX
works just fine with my newly minted credit union environment.

Nice work!

Brent


On Sat, Jun 4, 2011 at 11:56 AM, Thomas Baumgart <thb at net-bembel.de> wrote:

> Hi,
>
> on Saturday 04 June 2011 19:38:00 Brent Baxter wrote:
>
> > Thomas,
> >
> > Thanks for the speedy reply.
> >
> > This morning I installed KMyMoney 4.6.2 and OFX from the Ubuntu
> repository
> > onto a second Ubuntu 11.04 machine using Synaptic.  My financial
> > institution is
> >
> >   name:  First Tech Federal Credit Union  URL:  firsttechfed.com
> > FIID: (ABA routing number) *321180379*
> >
> > Next I created a new KyMoney checking account and tried to map it to my
> > online accounts at First Tech Federal Credit Union as follows:
> >
> > 1. accounts -> "chedking" ->  Map to online account -> KMyMoney OFX
> >
> >       At this point a panel appeared briefly stating "getting list of
> ..."
> > (Difficult to read because it only persisted for a half second or so )
> >      Then the following appeared (see attached screen shot)
> >     I expected to see a list of financial institutions, including mine.
> >
> > On my Ubuntu 10.10 system this worked as expected and I was able to link
> to
> > my credit union accounts.
>
> Well, I checked to download the list myself a few minutes ago and figured
> out,
> that our 'friends' over at M$ must have stopped this service. After all,
> they
> do not support their MS-Money product anymore, so why should they maintain
> a
> listing.
>
> A quick alternative is to use
> http://www.ofxhome.com/index.php/home/directory
> to figure out the correct values for the manual entry. For you that would
> be:
>
> http://www.ofxhome.com/index.php/institution/view/451 or
> http://www.ofxhome.com/index.php/institution/view/731
>
> the latter being "First Tech Federal Credit Union".
>
> > One other item to consider: First Tech (firsttechcu.com) recently merged
> > with another credit union and they now go by firsttechfed.com. I can log
> > into my account on the new credit union system and everything seems to be
> > working on their end, although I have not been able to link my KMM
> account
> > to their system, probably for the reason described above. I expect that
> > once KMM worked as it did previously on my older Ubuntu setup, KMM online
> > banking will probably work fine.
>
> It could be, that you will have to use your old access data even though the
> web front ends have been merged. OFX access might have not.
>
> Does any of those work for you?
>
> --
>
> Regards
>
> Thomas Baumgart
>
> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> -------------------------------------------------------------
> Black holes are where God divided by zero.
> -------------------------------------------------------------
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: http://mail.kde.org/pipermail/kmymoney-devel/attachments/20110605/58945aff/attachment.htm