OFX Import Summary

[Thomas Baumgart]

On Montag, 13. Oktober 2025 16:58:36 CEST Brendan Coupe via KMyMoney-devel wrote:

> 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).

It's not that easy, as the online tab is dynamically added when a mapping exists
and differs completely between the OFX and HBCI version. See attached how this
looks for the KBanking backend supporting HBCI available in Germany only.

> >
> >>>>>> 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!

Yes, agree. Thanks for your support on this.

> 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.

The latest stable version is 8.2 which might not have yet made it to
some distros.

Thomas

-- 

Regards

Thomas Baumgart

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I hear what I say so that I know what I think -- unknown source
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