Direct Connect - USAA Federal Savings Bank
El Cas
eaglexboy at gmail.com
Wed Sep 22 14:10:53 BST 2021
No.
I downloaded Build 978 and tried again.
Let me know what I am doing wrong.
These are the steps I am doing
1) I go to *https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/connecting-with-usaa
<https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/connecting-with-usaa>*
2) I follow Step 1
a) Go to *https://www.usaa.com/accessid*
<https://www.usaa.com/accessid> using
chrome
b) Login to USAA
c) Get the client_id from the URL
d) Authorize
e) Get the Access ID and Access PIN
3) in kMyMoney, I go to the account I was to update
4) I select *Account* -> *Map Account*.
5) In the pop up that follow I get "*kbanking*" and "*ofximporter*". I
select *ofximporter*.
6) In the dialog box, I switch to the manual tab
7) I fill in the fields using the values provided
a) *Org*: USAA Federal Savings Bank
b) *FID*: 67811
c) *URL*: https://df3cx-services.1fsapi.com/casm/usaa/access.ofx
d) *UserAgent*: InetClntApp/3.0
8) I hit next
9) In the next dialog window, I fill in the fields as stated above
a) *Username*: <Access ID>
b) *Password*: <Access PIN>
c) *Client UID*: <Client Name (all uppercase)>
10) I set the "*Identify as*" to "*Quicken Mac (Expert)*"
11) In the box that appears I enter *2300*
12) I change the "*Header Version*" to *103* as you said in the previous
email
13) I hit next
After step 13 I got the popup with "No suitable accounts were found at this
bank." and in the console I see the following:
* 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.*
And the contents of *response.ofx* are
* <html> <head> <META NAME="robots" CONTENT="noindex,nofollow">
<script
src="/_Incapsula_Resource?SWJIYLWA=5074a744e2e3d891814e9a2dace20bd4,719d34d31c8e3a6e6fffd425f7e032f3">
</script> <body> </body></html>*
On Tue, Sep 21, 2021 at 10:08 PM Brendan Coupe <brendan at coupeware.com>
wrote:
> Any luck?
>
> ----
> 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 Sun, Sep 19, 2021 at 11:20 AM Brendan Coupe <brendan at coupeware.com>
> wrote:
> >
> > I just downloaded the latest AppImage for kMM and it worked. I tried
> > changing a few things and I got an http error when the header version
> > was set to102 instead of 103. Selecting the wrong Application ID
> > resulted in a login error.
> >
> > If you set the header version to 103, I'm not sure what else could be
> wrong.
> >
> > ----
> > 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 6:33 PM El Cas <eaglexboy at gmail.com> wrote:
> > >
> > > 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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