Direct Connect - USAA Federal Savings Bank

Sat Sep 18 22:24:08 BST 2021

Where do you get that build?

I suspect it does not have Thomas's latest changes for USAA but I don't
remember the error I got before this was working. I compile from the latest
5.1 branch so I know it works with it.

On Sat, Sep 18, 2021, 2:17 PM El Cas <eaglexboy at gmail.com> wrote:

> 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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