OFX Import Summary

[Brendan Coupe]

On 10/13/25 7:44 AM, Thomas Baumgart via KMyMoney-devel wrote:
> 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.
How about always showing the tab but disabling anything that applies to 
direct connect if the account is not mapped? This would be a huge help 
with my brokerage accounts which always get the number of CDs I purchase 
wrong (x100).
>
>>>>>> 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).
>
I can confirm the summary appears in both 5.2 and the master branch. WE 
did a good job fixing that!

Before compiling KKM, I checked Fedora 42 and it seems that libalkimia 
is up to date:

libalkimia-qt5.i686   8.1.2-3.fc42 fedora
libalkimia-qt5.x86_64 8.1.2-3.fc42 fedora

I uninstalled my self compiled versions and installed libalkimia and the 
development packages from the Fedora respos. KMM failed to build and 
reported that it could not find libalkimia 8.2.1. I removed the Fedora 
versions and recompiled and installed libalkimia from source. Not sure 
what is going on but I thought I would pass that on.



-- 
Brendan