Citibank Visa OFX Problem

[Brendan Coupe]

Is the OFX import relatively new to KF5? I submitted a question (see KF5 -
GPG Encryption Problem) here a 2 weeks ago and Christian said it was not
working. My accounts are all mapped so it was not a mapping issue.

I'll probably stick with 4.8 until KF5 is more stable. Are any changes
being made to 4.8 or is it done? I downloaded the source and compiled it
and imported my transactions for the Citibank Visa and it did the same
thing. If there will be no more bug fixes in 4.8 I'll stick with it until
KF5 is ready.



*----Brendan*

On Sun, Jul 17, 2016 at 3:53 PM, Jack <ostroffjh at users.sourceforge.net>
wrote:

> On 2016.07.17 18:39, Brendan Coupe wrote:
>
>> Nothing shows up on the command line that explains what is happening.
>>
>> It's a new bank and a new credit card so I'd prefer to leave it as a new
>> account in KMM. I guess I could just treat it as "Costco Credit Card".
>> I've
>> thought about this with my other credit card that seems to be replaced
>> every 8 to 12 months for the past several years. The move to a new account
>> is always painful.
>>
>> Since it's impossible to get the banks to follow the standard (don't get
>> me
>> started on Charles Schwab) it seems to me that KMM should be doing 2
>> things. It should discard all transactions prior to the starting date that
>> it requests from the bank and it should discard all transactions prior to
>> the opening date of the account. The download may still take a while since
>> I'm getting everything but KMM can toss most of it out.
>>
>> I normally run from that latest source. I have 2 scripts that make it very
>> easy to download, compile and install the very latest. I had to stop using
>> them when KMM switched to the KF5 version since it does not handle OFX
>> files yet.
>>
>> Can I change the path in my script to get 4.8? It's currently git://
>> anongit.kde.org/kmymoney.
>>
>> Thanks.
>>
>>
>>
>> *----Brendan*
>>
>> On Sun, Jul 17, 2016 at 2:45 PM, <jeffjl.kde at outlook.com> wrote:
>>
>> > > On 2016.07.17 15:48, Brendan Coupe wrote:
>> > > > Apparently Citibank is ingnoring the date range so it downloads
>> > > > everything it has which dates back over 6 months from when the card
>> > > > was activated.
>> >
>> > I have this same problem with my Citi card.  Sometimes it actually uses
>> > the dates in the OFX request, but most of the time it returns every
>> single
>> > transaction for the last (I think) 2 years. (I've had the card for
>> longer
>> > than 2 years.) I tried modifying the OFX request and could not find the
>> > magic words to make it work properly.
>> >
>> > In my case KMM would take about 2 or 3 minutes importing and trying to
>> > match all those transactions, and as I recall, I would usually have to
>> > manually fix/delete and/or re-accept the payment transfers.
>> >
>> > This won't help you, but I got tired of it and modified my copy of the
>> > KMM statement importer to ignore transactions prior to the "Start date
>> of
>> > import" in the account's online settings.
>> >
>> > Jeff
>>
>
> git includes both versions.  It's just that master is now the KF5 version,
> and 4.8 is in it's own branch.  If you do "git branch -a" you will see
> which branch you need to checkout.  Note that we have NOT yet "switched" to
> Frameworks - the official current release is 4.8, but all developer effort
> is going to complete the switch.  Progress is certainly being made, but
> there is no official timeline.
>
> Also note, that OFX downloads do work in the frameworks version.  (I have
> tested with my bank, BOA credit card, and Merrill Lynch investment
> accounts.)  However, you cannot map an online account yet.
>
> For your other suggestions, it is probably best to put them in new
> wishlist items on bugs.kde.org.  I would probably word both as requests
> for all imports, not just OFX, although I suppose honoring the starting
> date request would only apply to online imports for OFX and (I think, but
> am not sure) aqbanking.
>
> Jack
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