mapping accounts
Jack
ostroffjh at users.sourceforge.net
Wed Dec 16 22:54:00 GMT 2020
On 2020.12.16 09:34, Aaron Mehl wrote:
> I am trying to map an account.I see two options:Kbanking doen't list
> banks. I see the routing number and account number for my bank. The
> online accounts window is empty. What do I need to do to get this
> working?
> I next tried oxfimporter. My bank wasn't listed so I choose manual.
> It asks me for org, fid and url, but I have no idea what I am
> supposed to enter into these fields.
> Any help would be most appreciated,Aaron
Expanding and repeating to the list some info sent by private email, to
make available for searching.
First, I suggest thinking of online mapping an account as a special
subset of importing transactions, even though it's not completely
accurate. File imports can handle multiple file types, but online
import is essentially OFX. However, there are two overall frameworks
for online access to account information: KBanking (aqbanking) and OFX
direct connect. A user is likely to need only one of these, and which
one depends on what your institutions support. KBanking is of us
primarily in europe, and direct connect/OFX in the US. (I simply don't
recall much discussion relative to other geographic areas.) KBanking
also handles actions other than simple download of transactions, but I
only use libofx, sp that's all I can say about KBanking without
guessing.
At least for libofx, if the automatic mapping does not find your
institution, it is most likely that your institution simply doesn't
support direct connect. The ability to manually enter those fields is
for the rare cases where the institution does support download, but
does not publish that info in a way that the usual channels find it.
On rare occasion - the bank will actually give a customer those
numbers, but usually not. In that case, a web search MIGHT find them.
Further discussion about this topic can get philosophical and
political, but based on my personal experience and some discussions on
this list, banks don't do their own OFX support, they buy it from
someone else, and to keep costs down, they say they only support
Quicken, for example. If you have a problem, they direct you to call
intuit. They often explicitly say they don't support anything else,
and you are often lucky if they will talk to you at all, and are even
luckier if they are actually able to help you.
For example, many banks do not provide adequate error messages when
they can't complete an OFX request, and only say that an invalid user
name and/or password was used. They often wont tell you which versions
of Quicken they support, so you may have to guess and try different
values when attempting to map the account. They also won't generally
tell you whether the ClientUID is required, so you may have to guess
and try with and without.
To your specific questions: when you say you see the routing and
account number - where do you see them? If you entered them when
creating the account, and see them in a KBanking window, it's probably
just because it found them in the KMM info for the account. I doubt
very much they will help in finding the correct mapping information for
the institution.
I'll expand further, if I think of anything else to add.
Jack
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