[Kmymoney] Investment accounts

Konstantin Svist fry.kun at gmail.com
Tue Aug 30 18:29:40 UTC 2011


On 08/30/2011 10:59 AM, Thomas Baumgart wrote:
> Hi,
>
> on Tuesday 30 August 2011 19:50:30 Konstantin Svist wrote:
>
>> On 08/30/2011 10:41 AM, Thomas Baumgart wrote:
>>> Hi,
>>>
>>> on Tuesday 30 August 2011 19:26:54 Konstantin Svist wrote:
>>>> Nice, that worked. Interestingly, it works as long as there's SOMETHING
>>>> in the ORG field, doesn't matter what.
>>> Which bank is it? We need to support the maintainer of the directory with
>>> all the stuff we find. So I am very curious about all those little
>>> details you find out.
>> It's "Charles Schwab&Co., INC"  -- this one is used for investment accounts
>> Not to be confused with "Charles Schwab Bank, N.A." -- this one is used
>> for normal bank accounts (checking)
> Hmm, the directory for this bank shows empty fields for FID and ORG. Don't
> know if that is the problem.
>
> http://www.ofxhome.com/index.php/institution/view/433
>
> http://www.ofxhome.com/ofxforum/viewtopic.php?id=47468 also has some
> interesting information I think. Would that work for you as well?

Yes, blank ORG is the problem.
Blank FID works and anything besides blank in ORG works, so I think that 
info would work. Entering the account number doesn't seem necessary, either.




More information about the KMyMoney mailing list