Direct Connect - USAA Federal Savings Bank

El Cas eaglexboy at gmail.com
Sat Sep 18 18:02:41 BST 2021


I used Chrome and got the same results.

Am I supposed to run the moneydance scripts?

Steps I followed:
1. Went to https://www.usaa.com/accessid
2. Got the client_id from the uri
3. Logged in and authorized
4. Got the Access ID and Access PIN
5. changed client_id to Uppercase
6. Populated the fields in the import process as stated in the
original email.

I get html response instead of OFX response.

On Wed, Sep 15, 2021 at 9:50 PM Brendan Coupe <brendan at coupeware.com> wrote:

> Try a different browser. The new parts of USAA.com no longer work with
> Firefox. I used Brave for USAA. I think Chrome will also work.
>
> ----
> 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 Mon, Sep 13, 2021 at 7:35 PM El Cas <eaglexboy at gmail.com> wrote:
> >
> > I followed all the indicated steps but all I got was an html response.
> >
> > Console output
> > Starting eventloop
> > OfxHttpRequest::slotOfxConnected
> "/home/eagleboy/.local/share/kmymoney/response.ofx"
> > Finishing eventloop
> > Ending eventloop
> > LibOFX ERROR: libofx_detect_file_type(): Failed to identify input file
> format
> > LibOFX ERROR: libofx_proc_file(): Could not detect file format, or
> unsupported file format; aborting.
> >
> >
> > Response
> > <html>
> > <head>
> > <META NAME="robots" CONTENT="noindex,nofollow">
> > <script
> src="/_Incapsula_Resource?SWJIYLWA=5074a744e2e3d891814e9a2dace20bd4,719d34d31c8e3a6e6fffd425f7e032f3">
> > </script>
> > <body>
> > </body></html>
> >
> > On Sun, Sep 12, 2021 at 5:46 PM Brendan Coupe via KMyMoney-devel <
> kmymoney-devel at kde.org> wrote:
> >>
> >> 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.
>
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