Direct Connect - USAA Federal Savings Bank

El Cas eaglexboy at gmail.com
Sat Sep 18 21:17:03 BST 2021


I get it after entering all the information to retrieve my accounts.

I am using the latest commit nightly build (972)


On Sat, Sep 18, 2021, 13:59 Brendan Coupe <brendan at coupeware.com> wrote:

> At what point are you getting that error message? Is it after entering
> the financial institution information manually or after you enter the
> login details and click the next button?
>
> What version of KMM are you using? Did you compile from source
> recently? I'm not sure if this is in the App Image builds yet.
>
> ----
> 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 Sat, Sep 18, 2021 at 11:02 AM El Cas <eaglexboy at gmail.com> wrote:
> >
> > 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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