Direct Connect - USAA Federal Savings Bank
Brendan Coupe
brendan at coupeware.com
Wed Sep 22 15:24:06 BST 2021
I just tried it with build 978 and it worked perfectly. Not sure if
this is a local system issue (I would guess that AppImages don't
depend on local files) or a USAA issue. I think it has worked for at
least one other person.
Any chance you could try to build from source? I have shared my build
scripts which make it pretty easy once you understand how they work
and get the dependencies installed.
----
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 Wed, Sep 22, 2021 at 7:11 AM El Cas <eaglexboy at gmail.com> wrote:
>
> 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
> 2) I follow Step 1
> a) Go to 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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