[Kmymoney] downloading ofx transactions from Citibank Banking

[Jack]

The identify information MAY be important: many banks refuse to connect  
to any except specific software.  If you know Quicken works, then  
identifying as that is best.  Also note that the pop-up error really  
often doesn't provide sufficient information.  The way to get more  
detail is to create an empty file "ofxlog.txt" in your home directory,  
then try the connect.  You should be able to trace the connection in  
that file - hopefully with a more informative/detailed error message.   
However, even these are known to be sometimes inadequate or  
misleading.  In addition - if you can find out how to make Quicken  
create a log of an OFX session, you might compare the two to see what  
else differs.

On 2012.06.28 14:01, jack oisher wrote:
> Sorry I didn't get back to you sooner but some personal problems  
> intervened.
> I tried the correction you suggested with NO success.
> I then downloaded and installed in a Win 7 OS  KMM 4.6.2, hoping that  
> my
> ability to access Citibank would succeed.  I failed again.  Below are  
> the
> settings that showed up in KMM, and a list of the UN and PW  
> combinations I
> tried that did not work.
> 
> Login Details for Citibank in KMM-Windows Online Banking Account Setup
> 
> Username : various
> Password : various
> 
> Identify as : KMyMoney  (I also tried with Q 2008 and 2010
> identify)(Actually, what exactly does this place holder do?  Does it  
> make
> any difference what the identify value is?)
> Header : 102
> Fipid : 678
> URL : https://www.oasis.cfree.com/fip/genesis/prod/02101.ofx
> Org : ISC
> Fid : 2101
> Supports online statements
> Supports investments
> 
>  Using Citibank online username and password results in:
> Popup Screen Reading:
> Sorry  KMyMoney
> "No suitable accounts were found at this bank."
> 
> Using Quicken 2010 Direct Connect username and password results in:  
> Same
> Using SSN username and Citi password results in: Same
> Using Citibank debit card username and last 4 digits SSN results in:  
> Same
> Using Citibank debit card username and CB PIN results in: Same
> 
> Can this be posted or forwarded to some guru who might have the  
> answer?
> I hate to give up, but unless I can download from Citi I very  
> reluctantly
> will have to go back to Quicken. TXS
> -----Original Message-----
> From: Thomas Baumgart [mailto:thb at net-bembel.de]
> Sent: Thursday, June 21, 2012 12:20 AM
> To: kmymoney at kde.org
> Cc: jack oisher
> Subject: Re: [Kmymoney] downloading ofx transactions from Citibank  
> Banking
> 
> Hi,
> 
> On Wednesday 20 June 2012 19:58:27 jack oisher wrote:
> 
> > I have been using Quicken 2010 successfully and have been able with
> > direct connect to download all  .ofx transaction in all my banks and
> > investment houses.
> >
> > I am trying to switch over to KMM in Fedora 17, and am able to map
> > several of my banks and investment houses to access and update my
> > accounts with no trouble.
> >
> > But, when it comes to Citibank banking, using the auto settings,
> > whatever user name and PW I use results in a bank popup that "No
> > suitable accounts were found at this bank.", and no downloads occur.
> >
> > I have tried without success every combination of user names and  
> PWs I
> > have ever used.  The combinations tried  include the pair actually
> > used by Quicken, which works fine in Quicken, and the pair used for
> > Citibank online banking, which works fine with online banking-I was
> > surprised to find that the two pairs were different.  Neither pair  
> work in
> KMM.
> >
> > The URL for Citinbank that I have been using is
> > https://www.oasis/cfree.com/ftp/genesis/prod/02101.ofx
> 
> I took a look at  
> http://www.ofxhome.com/index.php/institution/view/678 the
> directory that is also used by newer KMyMoney versions. It says:
> 
> https://www.oasis.cfree.com/fip/genesis/prod/02101.ofx
> 
> which is slightly different from the one you use: FIP vs FTP. I  
> cannot try
> it, because I don't bank with them.
> 
> Hope that helps.