OFX Import Summary

[Brendan Coupe]

On 10/12/25 5:59 AM, Thomas Baumgart via KMyMoney-devel wrote:
> 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.
I think you are correct but the online tab only appears when the account 
is mapped. If you could make that online tab accessible for all 
accounts, that would solve my brokerage import issues.
>
>
>>>> 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.
>
I'm pretty sure this was working fairly recently (months ago).

-- 
Brendan