Direct Connect - USAA Federal Savings Bank

[Brendan Coupe]

I have been working with Thomas Baumgart trying to get KMM direct
connect to work with USAA again. Luckily GnuCash was able to get
direct connect working with USAA via AqBanking. Based on their
success, Thomas was able to determine what was needed in KMM in order
to get the ofximporter to work with USAA.

First, this only works with a newly compiled version of the 5.1 branch
of KMM. I have some build scripts that you can download here if you
would like to try building KMM from source:
https://drive.google.com/drive/folders/1sfo2HgzaCCSb3d7pjl3To50yoQT5BaXM

The next step is to follow the instructions here:

https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/connecting-with-usaa

When you complete these steps, USAA should provide you with an ACCESS
ID, ACCESS PIN, and client_id. This corresponds to User Name, Password
and Client UID in the ofximporter settings in KMM. You must convert
the client_id to UPPER CASE. You can do this in Linux with the
following command (substitute your actual client id for  client_id):

echo client_id | tr '[a-z]' '[A-Z]'

Go to the ledger for the USAA account that you want to map and select
"Map account..." from the Account menu. Select "ofximporter". If that
is not an option, select "Configure KMyMoney" from the Settings menu
and make sure the "OFX Importer" is enabled in the Plugins section.

In the first OFX Importer configuration window, click the Manual tab.
Enter the following information for USAA:

ORG:                     USAA Federal Savings Bank
FID:                        67811
Server URL:           https://df3cx-services.1fsapi.com/casm/usaa/access.ofx
HTTP User Agent:  InetClntApp/3.0

Click the next button.

Enter your User Name (ACCESS ID), Password (ACCESS PIN) and Client UID
(all upper case) that you received from USAA.

Check "Store Password" if you want KMM to store your password. Set
"Identify As" to "Quicken Mac (Expert)" and enter 2300 in the box that
just appeared (Application Version). Change the header version from
102 to 103. Click the "Next" button. If you did everything correctly,
KMM will display a list of accounts that you have at USAA. Select the
appropriate account and you should be done.

This code is brand new. It has been working for me as of today. Please
make sure you backup your KMM file before you experiment with this new
code.

I know this frustrated other KMM users when USAA made big changes late
last year. I hope this helps. Please let me know if you have any
questions or find any errors in my instructions.

----
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.