[kmymoney] [Bug 441857] Online Banking Setup

Thomas Baumgart bugzilla_noreply at kde.org
Sun Sep 5 17:10:09 BST 2021


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

--- Comment #10 from Thomas Baumgart <tbaumgart at kde.org> ---
I was reading code the last couple of hours (AqBanking in particular which is
used by GnuCash) which I don't understand. This code is just too confusing for
my eyes. Anyway, it seems that the field Username is not used in the OFX
context at all. At least I don't find a spot where the username is added to any
OFX message (which goes along with the statement 'Username:
<doesn't-seem-to-matter>'. This also goes along with the OFX specification
(which only has a member for the userid) and the LibOFX implementation used by
KMyMoney (which only provides a member for the userid).

Now the confusing part: KMyMoney's ofxbanking plugin asks for a 'username'
which in fact is written into the userid field of the OFX requests. So enter
your userid into the field 'Username'. Password should be clear.

I noticed though, that the information pulled from ofxhome.org is not correct
anymore (Screenshot_Citi-Credit-old.png). This is shown in a little info field.
This also matches the information found on the GnuCash wiki you provided.

In this case, press the Back button and use the manual mode bank entry method
(Screenshot_Citi-Credit-manual.png). Enter the data as provided on the GnuCash
wiki which will then be used once you press the Next button
(Screenshot_Citi-Credit-new.png). Set the "Identify as" and "Header version" as
pointed out on the GnuCash wiki. The identity "QWIN:2500" is actually "Quicken
Windows 2016".

Wonder if this gets you any further.

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