OFX Import Summary

[Thomas Baumgart]

On Sonntag, 12. Oktober 2025 16:49:06 CEST Brendan Coupe via KMyMoney-devel wrote:

> 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.

Oh yes, you're right. It's only available on direct-connect and import but not
on web-connect. Something I need to look into.

> >>>> 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).

This should now be fixed in git (master and 5.2).

-- 

Regards

Thomas Baumgart

-------------------------------------------------------------
'Never underestimate the determination of a kid who is
time-rich and cash-poor.' -- Cory Doctorow: Little brother
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