OFX Import Summary

[Thomas Baumgart]

On Sonntag, 12. Oktober 2025 01:07:37 CEST Brendan Coupe via KMyMoney-devel wrote:

> 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.

We usually talk about three different methods:

Direct-Connect: is when you map your account to an online backend and
  directly download statments without using a browser in between.
  Most likely, that is the one that is not working for you.

Web-Connect: is when you start KMyMoney and then switch to your browser
  to download the file and select KMyMoney to directly open the
  (temporary) file

Import: when KMyMoney is not involved at all in receiving the file and
  is instructed to read it from a (most likely) local file.

> 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.

KMM in this case uses "Web-Connect", Save file will later us "Import".

> 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.

I sort of remember that these options are available in the account edit
dialog on the online tab. Since they are OFX specific and I don't have
any OFX accounts, I cannot see them right now. Jack may have some more 
insights here as he uses OFX intensively.


> >> 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.

Ok, so we (most likely I) need to figure out, why the summary does not
get shown when the data is imported using web-connect. All other means,
import via OFX, CSV, QIF and even the HBCI online banking (which I use)
show the summary.

-- 

Regards

Thomas Baumgart

-------------------------------------------------------------
Please don't send me proprietary file formats,
use ISO standard ODF instead (ISO/IEC 26300)
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