KF5 Questions About Online Banking

Fri Mar 30 18:03:11 UTC 2018

It's not a kwallet problem. Accounts that are mapped in 4.8 do not
work when I open them on the same computer with the master or 5.0
branch. I have to unmap and remap the accounts and then it works the
next time I open the files if I save the file.

The popup window problem is still an issue with the master. I get
popup confirmations for every account that finds a new transaction, it
won't continue until I hit OK and there is no summary window at the
end. In 4.8 I only get the summary window at the end if one or more
accounts have new transactions and it only shows the accounts with new
transactions.

----
Brendan Coupe

On Fri, Mar 30, 2018 at 11:41 AM, Brendan Coupe <brendan at coupeware.com> wrote:
> The online banking problem may be a kwallet problem. Let me get 4.8
> working on the test computer first and make sure online banking is
> working before switching back to KF5.
>
> ----
> Brendan Coupe
>
>
> On Fri, Mar 30, 2018 at 10:16 AM, Brendan Coupe <brendan at coupeware.com> wrote:
>> Sorry, KF5 from the git master.
>>
>> I'm hopping Thomas has a great memory. We went back and forth on this
>> over 5 or 6 months before he got it straightened out in 2009. From the
>> emails it looks like we were dealing with some other OFX issues. I was
>> his tester since he did not have any accounts with OFX files
>> available.
>>
>> ----
>> Brendan Coupe
>>
>>
>> On Fri, Mar 30, 2018 at 10:11 AM, Jack <ostroffjh at users.sourceforge.net> wrote:
>>> On 2018.03.30 11:50, Brendan Coupe wrote:
>>>>
>>>> When I open my KMM file in KF5 the accounts that were mapped do not show
>>>> the option to "Update account". It's grayed out and the option to "Update
>>>> all accounts" is grayed out.
>>>
>>> Which exact version did you use as source?  The originally released 5.0.0
>>> had a problem where it did not recognize existing account mapping.  That was
>>> fixed in 5.0.1, and so should also be fixed in git 5.0 head and git master.
>>> If not, someone will have to look again.
>>>
>>>> I can unmap each account and remap it. Am I doing something wrong or is
>>>> this a necessary step as part of the upgrade? I have a lot of accounts
>>>> mapped so I'm hoping not to lose them.
>>>
>>> No, you should not have to do that - it would only be a workaround.
>>>
>>>> After remapping 3 accounts and then running "Update all accounts" I get
>>>> the "Statement stats" window after each account successfully downloads an
>>>> OFX file with new transactions in it. I have to click "OK" before it will
>>>> download the next account. As I recall this was a problem many years ago and
>>>> it was fixed (by Thomas) so that KMM 4.8 brings up one "Statement stats"
>>>> window at the end of the process only if at least one account had new
>>>> transactions and it displays all of the accounts that had new transactions
>>>> in one window.
>>>
>>> I only map one account at a time, so I can't check this.  It probably
>>> "should" still work, but a regression is possible.  Some of the conversion
>>> to KF5 had unintended side effects.
>>>>
>>>>
>>>> I found the emails from my original "feature request" on this issue. The
>>>> first batch were in January 2009 (Subject: "Feature Request") with a
>>>> followup in April 2009 (Subject: Feature Request - Update). I think it was
>>>> finally working in June/July 2009 (Subject: Feature Request - Update All
>>>> Accounts  Behavior). The text from the last email on the subject is copied
>>>> below.
>>>
>>> Given those messages refer to getting the CVS source, there have been lots
>>> of changes to KMM since then, and although there may not have been any
>>> intended change to that behaviour, as I said above, it is possible that it
>>> was unintentionally changed.  One of the developers will have to check the
>>> code to be sure.
>>>>
>>>>
>>>> Thanks,
>>>>
>>>> ----
>>>> Brendan Coupe
>>>
>>>
>>> Jack
>>>
>>>>
>>>> ============================================================
>>>>
>>>> 07/02/2009 08:58 PM
>>>>
>>>> Works great with OFX. I got only the results from the one bank that
>>>> had new data. I ran it again and there was no window. Perfect. Thanks,
>>>> you've saved me lots of scrolling.
>>>> --
>>>> Brendan
>>>>
>>>>
>>>> On Thu, Jul 2, 2009 at 1:46 AM, Thomas Baumgart <thb at net-bembel.de> wrote:
>>>> >
>>>> > On Sunday 21 June 2009 19:21:53 Brendan Coupe wrote:
>>>> > > I have 10 accounts that I update online. Most have very little
>>>> > > activity but it's easier to use that Update All Accounts option every
>>>> > > day or two than it is to download the 3 or 4 accounts that change more
>>>> > > often individually.
>>>> > >
>>>> > > In the past few months Thomas has greatly improved the behavior of
>>>> > > this process by eliminating the selection screen for each account
>>>> > > eliminating all user interaction except at the end of the process when
>>>> > > the summary screen appears. Please note that you need to get the very
>>>> > > latest CVS source and unmap and remap any online accounts that are
>>>> > > still asking you to confirm the account name before importing the
>>>> > > data. I was still getting the selection window on my credit card
>>>> > > accounts until it was fixed earlier today. The fix will not work
>>>> > > unless you remap the account.
>>>> > >
>>>> > > Now for my request. I would like the option to have Update All
>>>> > > Accounts be done in silent mode. Right now 20 different windows popup
>>>> > > during this process. It takes 45 to 60 seconds to download all 10
>>>> > > accounts and it's annoying to have them popping up while I'm trying to
>>>> > > do other things. Plus I see no useful information in them. Maybe the
>>>> > > account name that is being downloaded and a counter (1 of 10) can be
>>>> > > shown at the bottom of the KMM screen.
>>>> > >
>>>> > > Part 2 of my request is to give me the option to see a summary of only
>>>> > > the accounts that have added or matched transactions. I have to scroll
>>>> > > through 10 accounts to get to the one account that actually has
>>>> > > transactions fairly often since it's at the bottom of the list. I have
>>>> > > two suggestions here. Either keep it the way it is and only show the
>>>> > > accounts with added or matched > 0 or ideally I would like to see a
>>>> > > table with Account name in the first column and Processed, Added,
>>>> > > Matched and Duplicates plus new Payees in the rest of the columns. It
>>>> > > would be nice if the user could decide if they want to see this table
>>>> > > for all accounts or just accounts with new data (Added > 0). I think
>>>> > > there should also be an option to completely turn off the download
>>>> > > summary if you do not want to see it.
>>>> > >
>>>> > > I understand that other people may want to keep the download process
>>>> > > exactly as it is and it may have some usefulness, especially when
>>>> > > troubleshooting download problems. I would like to see my suggestions
>>>> > > added as options so that each user see what they want to see. I just
>>>> > > prefer to have a simple table that requires no scrolling at the end of
>>>> > > the download process and see nothing else.
>>>> >
>>>> > I just added the following to CVS HEAD:
>>>> >
>>>> > Skip statement import statistics if no transactions have been imported
>>>> > for
>>>> > the 'Update all accounts' function
>>>> >
>>>> > I tested it with the AqBanking plugin and HBCI and that works as
>>>> > expected.
>>>> > Brendan, please test it with your set of OFX accounts. The suppression
>>>> > only
>>>> > works when you select the 'Update all accounts' feature. One account
>>>> > will
>>>> > still give you the results.
>>>> >
>>>> > > These requests is only possible because of the great work done to make
>>>> > > the online banking features work so well in the past few years. I used
>>>> > > to have to download each OFX file manually and the ability to do it
>>>> > > with one click of the mouse for most of my accounts saves a lot of
>>>> > > time. You've spoiled me and now I want more:) Next I'll want a cronjob
>>>> > > which will be lots of fun since my KMM file is encrypted.
>>>> > >
>>>> > > Thanks for all the hard work.
>>>> >
>>>> > Thanks for all your testing.
>>>> >
>>>> >
>>>> >
>>>> > --
>>>> >
>>>> > Regards
>>>> >
>>>> > Thomas Baumgart
>>>> >
>>>> > GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
>>>> > -------------------------------------------------------------
>>>> > If a cluttered desk is characteristic of a cluttered mind,
>>>> > what does an empty desk mean ?
>>>> > -------------------------------------------------------------
>>>> >
>>>> >
>>>> > ------------------------------------------------------------------------------
>>>> >
>>>> > _______________________________________________
>>>> > KMyMoney2-developer mailing list
>>>> > KMyMoney2-developer at lists.sourceforge.net
>>>> > https://lists.sourceforge.net/lists/listinfo/kmymoney2-developer
>>>>
>>>