[kmymoney] [Bug 460131] Make it possible/easier to open account's web site to download transactions

Brendan bugzilla_noreply at kde.org
Sun Oct 9 18:41:34 BST 2022


https://bugs.kde.org/show_bug.cgi?id=460131

--- Comment #3 from Brendan <3 at Coupe7.com> ---
I'm not sure I have any banks where it is possible (or at least obvious) to get
the ofx file directly from a URL. If it was, seems like a way to simulate
direct connect so why save the file, just import it.

How does KMM handle an ofx file with multiple accounts in it (your Merrill
Lynch accounts)? I've never tried it.

Every bank that I currently download ofx files from manually seems to do things
their own way. I have more than one account at some of the banks and have
always downloaded them separately. At a credit union, matching is a disaster so
I'm always filtering by date to minimize duplicates.

It's for this reason, I'm proposing a way to import all saved ofx files along
with any remaining direct connect accounts (or separately, if that's
preferred). I assume it will take a fair amount of work to save the files
manually but if that can be simplified, that would be even better. I'm not
concerned about links to the banks in KMM, I always have one Firefox window
open with all of my banks in tabs so getting to the web page is not an issue.

I'm imaging this as an update to the OXF Importer plugin, but I'm not sure how
involved that would be. Maybe a new plugin, which would be a simplified version
of the OFX Importer. I could see it starting out basic and improving with
experience.

I currently have 6 or 7 accounts where I download the ofx file once a month and
have to manually import the file to KMM. Now I've added my Chase credit card,
Which I will probably import 4 to 6 times a month, basically doubling the
number of times I have to go File, Import, OXF, and select the file. Automating
just this part would be very helpful.

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