[kmymoney] [Bug 441857] Online Banking Setup

[bugzilla_noreply at kde.org]

https://bugs.kde.org/show_bug.cgi?id=441857

--- Comment #1 from Brendan at CoupeWare.com ---
It would help to mention which banks you are having trouble with. I use
direct connect with Chase (Amazon) and Citi (Costco) credit cards. USAA
accounts worked until late last year when they made a significant change to
their system. GNUCash was able to get direct connect to work with USAA
again and I have been working with one of the KMM developers (Thomas
Baumgart) to get it to work with KMM. We've been able to get it to work in
the Master Branch but that branch is not ready for prime time yet. During
our testing, I could not get AqBanking to work even though that is what
works in GNUCash. Thomas was able to get ofximorter to work and I'm hopeful
his changes will make it to the 5.1 branch soon.

There are some necessary steps required for some banks that are not
obvious, so it helps to know which banks are not working. For example, Citi
requires a Client ID that I generated randomly. USAA also requires a client
ID, but they generate it if you follow the correct steps.

*----*
*Brendan Coupe*
*Delta, it's not just a crappy airline.*

*If Bill Gates put microchips in the vaccine, you would *
*have to go in for an update the second Tuesday of every month.*


On Wed, Sep 1, 2021 at 4:13 AM Hamdsa via KMyMoney-devel <
kmymoney-devel at kde.org> wrote:

> https://bugs.kde.org/show_bug.cgi?id=441857
>
>             Bug ID: 441857
>            Summary: Online Banking Setup
>            Product: kmymoney
>            Version: 5.1.2
>           Platform: Microsoft Windows
>                 OS: Microsoft Windows
>             Status: REPORTED
>           Severity: major
>           Priority: NOR
>          Component: onlinebanking
>           Assignee: kmymoney-devel at kde.org
>           Reporter: hamdsa at yahoo.com
>   Target Milestone: ---
>
> SUMMARY
> While Quicken, being a commercial product supported most of the
> institutions, I
> was still able to set up some accounts using GNUcash as well (Chase, AMEX
> etc.), but none of the accounts (banks, credit cards) seem to work in
> KMyMoney,
> even though I tried to replicate the same settings for online connections
> as
> GNUcash.
> Does this online automatic downlaod feature work with US banks or the only
> option is to manually import the QIF/OFX files?
> Thanks.
>
> STEPS TO REPRODUCE
> 1.
> 2.
> 3.
>
> OBSERVED RESULT
> Get the message no suitable accounts to add, for both credit card and bank
> accounts
>
> EXPECTED RESULT
> Online downloads
>
> I'm running 5.1.2 version on Windows 10 Pro
>
> SOFTWARE/OS VERSIONS
> Windows:
> macOS:
> Linux/KDE Plasma:
> (available in About System)
> KDE Plasma Version:
> KDE Frameworks Version:
> Qt Version:
>
> ADDITIONAL INFORMATION
>
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