Direct Connect - USAA Federal Savings Bank

Sun Sep 19 01:33:10 BST 2021

It's supposed to be the latest commit to the 5.1 branch (I believe).

The nightly builds are located at
https://binary-factory.kde.org/job/KMyMoney_Stable_Appimage_Build/

On Sat, Sep 18, 2021 at 3:24 PM Brendan Coupe <brendan at coupeware.com> wrote:

> 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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