KMyMoney Digest, Vol 131, Issue 3

[Michael Carpino]

Brendan & Thomas,

As a USAA customer I wanted to say thank you for getting this to work
within KMM.  Cheers to both of you.

I'm going to try to get this to work for me based on the steps outlined
here and the link provided.

I have 1 question right now: Will this brand new code be incorporated in a
future release of KMM?

Thanks,

Mike



On Mon, Sep 13, 2021 at 5:00 AM <kmymoney-request at kde.org> wrote:

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> Today's Topics:
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>    1. Direct Connect - USAA Federal Savings Bank (Brendan Coupe)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Sun, 12 Sep 2021 17:45:51 -0600
> From: Brendan Coupe <brendan at coupeware.com>
> To: kmymoney-devel <kmymoney-devel at kde.org>, "KMyMoney Users' mailing
>         list" <kmymoney at kde.org>
> Subject: Direct Connect - USAA Federal Savings Bank
> Message-ID:
>         <CANGobvKkAZ2mAHTXK=
> vsJ9japyneafGe5UoC0uwP07zX8PjhXQ at mail.gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> I have been working with Thomas Baumgart trying to get KMM direct
> connect to work with USAA again. Luckily GnuCash was able to get
> direct connect working with USAA via AqBanking. Based on their
> success, Thomas was able to determine what was needed in KMM in order
> to get the ofximporter to work with USAA.
>
> First, this only works with a newly compiled version of the 5.1 branch
> of KMM. I have some build scripts that you can download here if you
> would like to try building KMM from source:
> https://drive.google.com/drive/folders/1sfo2HgzaCCSb3d7pjl3To50yoQT5BaXM
>
> The next step is to follow the instructions here:
>
>
> https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/connecting-with-usaa
>
> When you complete these steps, USAA should provide you with an ACCESS
> ID, ACCESS PIN, and client_id. This corresponds to User Name, Password
> and Client UID in the ofximporter settings in KMM. You must convert
> the client_id to UPPER CASE. You can do this in Linux with the
> following command (substitute your actual client id for  client_id):
>
> echo client_id | tr '[a-z]' '[A-Z]'
>
> Go to the ledger for the USAA account that you want to map and select
> "Map account..." from the Account menu. Select "ofximporter". If that
> is not an option, select "Configure KMyMoney" from the Settings menu
> and make sure the "OFX Importer" is enabled in the Plugins section.
>
> In the first OFX Importer configuration window, click the Manual tab.
> Enter the following information for USAA:
>
> ORG:                     USAA Federal Savings Bank
> FID:                        67811
> Server URL:
> https://df3cx-services.1fsapi.com/casm/usaa/access.ofx
> HTTP User Agent:  InetClntApp/3.0
>
> Click the next button.
>
> Enter your User Name (ACCESS ID), Password (ACCESS PIN) and Client UID
> (all upper case) that you received from USAA.
>
> Check "Store Password" if you want KMM to store your password. Set
> "Identify As" to "Quicken Mac (Expert)" and enter 2300 in the box that
> just appeared (Application Version). Change the header version from
> 102 to 103. Click the "Next" button. If you did everything correctly,
> KMM will display a list of accounts that you have at USAA. Select the
> appropriate account and you should be done.
>
> This code is brand new. It has been working for me as of today. Please
> make sure you backup your KMM file before you experiment with this new
> code.
>
> I know this frustrated other KMM users when USAA made big changes late
> last year. I hope this helps. Please let me know if you have any
> questions or find any errors in my instructions.
>
> ----
> Brendan Coupe
> Delta, it's not just a crappy airline.
> If Bill Gates put microchips in the vaccine, you would
> have to go in for an update the second Tuesday of every month.
>
>
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> ------------------------------
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> End of KMyMoney Digest, Vol 131, Issue 3
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