[kmymoney] [Bug 441857] Online Banking Setup

[Hamdsa]

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

--- Comment #2 from Hamdsa <hamdsa at yahoo.com> ---
(In reply to Brendan from comment #1)
> Created attachment 141215 [details]
> attachment-23447-0.html
> 
> 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
> >
> > --
> > You are receiving this mail because:
> > You are the assignee for the bug.

So far I have tried the following institutions, none of them worked in
KMyMoney.
Chase Bank (Credit Cards & Banking)
AMEX (Credit Cards)
Discover (Credit Cards)
All of them worked in Quicken 2020 (and prior versions too). Chase also worked
in GNUCash.
I have tried using the default settings, as well as changing the Header
settings to v. 103 as suggested in some online posts, and changing the quicken
simulation version to different values. I also tried to replicate the Chase
settings, using manual option in online setup, that didn't work either.
I'm using UUID v4 using generator here: https://www.uuidtools.com/generate/v4
Would be happy to do more testing if there are other suggestions to try other
config.

All connections attempts have similar outcome
During setup, it displays Does not support online banking at bottom screen
After connection, it displays error No suitable accounts were found at this
bank.

You mentioned you are using Direct Connect with Chase, mind sharing what
connection options are you using. I'm on a stable version 5.1.2 as I had
multiple issues with the master branch with my data migration from quicken.

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