[Kmymoney-devel] libOFX question (relates to recent OFX failures with Chase credit card downloads)

Jack ostroffjh at users.sourceforge.net
Mon Dec 14 18:32:11 UTC 2015


Good - things are much better now.

On 2015.12.13 04:53, Thomas Baumgart wrote:
> On Saturday 12 December 2015 12:36:02 Jack wrote:
> KMM uses AqBanking and you can setup an account mapping for it. The  
> first step would be to create a user/account in AqBanking. Use  
> Settings/AqBanking Settings in KMyMoney and the 'Create Account'  
> feature to select the backend. (see attached screenshot). I don't  
> know what needs to be done then as I have never used that path. Also,  
> I am not sure if you need to setup a user before to get things  
> working.

Once I upgraded aqbanking and recompiled KMM to use it, since the  
aqbanking user and account were setup when accessed from gnucash, KMM  
just used the same user and account; all I had to do was to map the  
aqbanking account to the KMM account and it worked.

My only (minor) problem is that aqbanking doesn't seem to import the  
memo, so where transactions don't match to KMM payees, there is no  
information imported I can use to make that match.  I haven't looked  
through all the configuration settings yet, so I'll be glad for any  
hints.  At least I can now access my Chase account again, no thanks to  
any help (or lack of it) from them.

Jack


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