Bank of Scotland and Wise
mh at mike.franken.de
mh at mike.franken.de
Sun Feb 12 18:53:22 GMT 2023
On Sonntag, 12. Februar 2023 19:03:42 CET Jack via KMyMoney wrote:
> On 2/12/23 12:56, mh--- via KMyMoney wrote:
[...]
> > I always talked about "Direct Connect" and the menu topics described in
> > the
> > online doc, Thomas has pointed me to:
> >
> > OFX Direct Connect is now supported in KMyMoney. This gives KMyMoney the
> > [...]
> > The first step is to configure each account for which you wish to download
> > statements. Go to the Accounts View, right click on the account you wish
> > to
> > configure, and choose Map to online account.... In case more than one
> > online banking plugin is installed on your system you will be asked which
> > one to use. For the internal OFX method select KMyMoney OFX. A list of
> > banks will be downloaded from the Internet and a wizard will guide you
> > through choosing a bank, entering your username and password, and
> > selecting an account. Should you find that your bank is not listed, it
> > may still be possible to use the manual option. Your bank may be able to
> > provide the required parameters, or you may have to do some research to
> > find them.
>
> I'll have to reread the entire thread to be sure, but I think it should
> have been pretty clear, starting from the link Thomas provided (to an
> external discussion, not to the KMyMoney handbook) that Bank of Scotland
> does NOT support direct connect, and I'm pretty sure I repeated that.
Thomas wrote "Looks like they support OFX file download."
After reading the doc he pointed to, I wanted to try the direct OFX connect
to test, if they would support this, too.
> KMyMoney cannot use a method that is not supported by the bank. With
> Bank of Scotland, you will need to go to their website and download an
> OFX file, and then import it into KMyMoney. Once you have that working,
> you can configure your browser to open OFX files with KMyMoney directly,
> instead of having to save them to disk and then explicitly import them.
>
> Separately, and just for confirmation, is the Account/Map function not
> available to you, or is the problem that Bank of Scotland is not on the
> downloaded list once you start the wizard?
No, the problem is, that the menu topics are not available.
I not even get to a point, where I can tell, what is supported by the Bank and
what isn't.
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