OFX Import Summary
Brendan Coupe
3 at Coupe7.com
Sun Oct 12 00:07:37 BST 2025
On 10/11/25 10:05 AM, Thomas Baumgart via KMyMoney-devel wrote:
> On Freitag, 10. Oktober 2025 17:49:01 CEST Brendan Coupe via KMyMoney-devel wrote:
>
>> I'm running a very recently compiled version of KMM from the master branch.
>>
>> When I import an OFX file from my bank and open it in KMM from the browser, I don't get the import summary window.
> That means using the Web-Connect feature, right?
I think of web-connect as the old way of mapping my account to the bank
and running update account to get the transactions or update all to get
updates for all mapped accounts. This has not worked with any of my
accounts in many years. Early enshitification in my view.
In my case, I am already running KMM, I go to my bank in Firefox and
download the OFX file manually. I have 2 options, Open with a program
(KMM) or Save file.
This is the case where I open the file with KMM, the account selection
dialog box pops up and it gets imported. No summary when it's done. The
same thing happens with a QFX file.
I also don't see the OFX file selection dialog box, which is
understandable but there are settings I need to adjust for my brokerage
accounts. I mention it in case there may be a connection when it is skipped.
>
>> If I save the OFX file and then import it in KMM, I do get the import summary window. This changed in the past few months.
> That means the File/Import feature, right?
Yes. I saved and imported an OFX, QFX and CSV file. In all 3 cases I get
the summary.
>
> Does the same happen with other importers (QIF, CSV)?
>
> Thomas
>
--
Brendan
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