[kmymoney4] [Bug 366326] OFX direct download fails when OFX UID is expected by bank

Jeff via KDE Bugzilla bugzilla_noreply at kde.org
Tue Aug 2 17:07:46 UTC 2016


https://bugs.kde.org/show_bug.cgi?id=366326

--- Comment #3 from Jeff <jeffjl.kde at outlook.com> ---
Mike: Yes, since Quicken already had a CLIENTUID for my accounts, and I had
read elsewhere on the web that institutions tend to limit the number of UID's
they accept per account (sometimes to one?), I set my KMM UID to what Quicken
was using.  I'm still unclear on where the UID came from - I believe Quicken
just "made it up" through some hash of the account name or something (if I'm
remembering correctly what I tried to decode from their documentation). And I'm
not sure if there's some extra transaction required with the bank the first
time you use a CLIENTUID. If there was, Quicken did it for me and/or told me
how to do it. I seem to recall doing something - maybe it was just deleting the
online setup in Quicken and re-establishing it when Chase changed their policy.
But I vaguely recall going to the bank website and doing something too.  Maybe
it was just reauthorizing OFX access after the policy change.

With some effort, I could make patch files. I'd need to back out all my other
changes, but just the CLIENTUID changes are pretty simple. But my KMM patch
just assumes that libofx supports the CLIENTUID (thus why I call it a hack).
Not sure what is the best way for KMM to know or figure out if it's supported
before trying to use it. (Originally I thought it could eventually just require
a newer version of libofx before compiling that in.)

I'll look into making patch files.

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