[Kmymoney] Is anyone using OFX with a Chase credit card

[Jack]

On 2016.01.30 12:09, Ryan Novosielski wrote:
> On Thu, Dec 10, 2015, at 12:11 AM, Ryan Novosielski wrote:
> > On Wed, Dec 9, 2015, at 08:52 PM, Ryan Novosielski wrote:
> > > On Wed, Dec 9, 2015, at 06:54 PM, Jack wrote:
>>>> I've been using KMyMoney to download my Chase credit card  
>>>> transactions for several years.  However, they recently made some  
>>>> change "to improve security" and now it no longer works.  Whether  
>>>> just trying to update the account, or trying to re-map it after  
>>>> unmapping, the error says to go the Chase secure message center  
>>>> for a message about how to confirm my identity.  The problem is  
>>>> that message has never arrived.  I finally spoke with someone in  
>>>> tech support who basically said I should just wait a week and try  
>>>> again.  They seem to know they have some problem, but not how to  
>>>> fix it.  And, since I'm using "unsupported" software, there is  
>>>> nothing they can (or will) do.
> > > >
>>>> Is there anyone who has successfully downloaded transactions for a  
>>>> Chase credit card since they made this change (11/17/15, I think)?
> > > >
> > > > Thanks for any information or useful suggestions.
> > >
>>> I could swear I've done it since then. I'll try a little later and  
>>> report back.
> >
>> Not much later, 11/25. It was working up till then for me anyway.  
>> I'm seeing the same thing right now. I've contacted Chase.
> 
> Any news from anyone on this? My contact resulted in them asking me  
> to phone in, which I've not yet gotten around to (or heard was  
> particularly helpful).

Sorry, I guess all the further discussion about this has been on the  
developers list.

The bottom line is that Chase started using a specific feature of the  
OFX standard that libofx does not yet deal with, at least as it is used  
by KMyMoney.  There have been some patches created which do allow it to  
work, but I don't remember if they have been sent upstream to libofx,  
so I doubt they will be in a released version of KMM for a while.

There seem to be two alternatives in the meantime.

You can use the aqbanking download instead of libofx.  I have been  
using that for a little while.  However, I have two issues with it.   
First, I have not discovered how to have it save the password, so I  
have to enter it every time I download.  Second, I have also not  
discovered how to have it import the Memo field, so if it's a payee  
that has not already been matched to a KMM payee, it doesn't assign a  
payee or category, and I have to refer to my statement or the Chase web  
site to figure out what that transaction was actually for.

The other way is to use the OFX web-connect.  To do that, you have to  
log into the Chase web site, and click the "activity" link.  That  
displays the activity since your last statement.  There is a dropdown  
to choose a previous statement.  Then, near the top of that display, is  
a link for "download" which downloads an OFX file of the displayed  
transactions.  If you configure your browser for that MIME-type to be  
automatically opened by KMM (and it works whether or not KMM is already  
running) then KMM will automatically import that file.

If you try either one and have problems, just post back and let us  
know.  (Also let us know if it does work.)

Jack