Created attachment 104760 [details] response.ofx file after a successful OFX login but with an error response Steps to repeat: Picked a checking account for which I hadn't previously set up online banking. Account -> Map to online account -> MKyMoneyOFX Pick the Manual tab Entered the bank info as seen here: http://www.ofxhome.com/index.php/institution/view/702 Entered username and password. Left "Identify as" and "Header Version" to the defaults of Quicken Windows 2008 and 102. Click Next ERROR: an error popup appears: "No suitable accounts were found at this bank." Note that if I go back and break the username or password, I get a different error, so it does appear to be logging in successfully. I am attaching the response.ofx file that I received. (It does not include any personal information.)
Correction: I do get the same error if I intentionally break the username or password. I get "Error signing onto your bank" _then_ the original error if I change the FID and URL to a valid OFX URL for a bank at which I am not a customer.
Addendum: I actually have a separate set of accounts at the same bank, so I tried going through the motions of trying to map one of these accounts to an online account, knowing that it shouldn't work. I ended up getting the same error message. It seems that I get the same error no matter what my account number is, or my username and password. Are there logs I can examine for more details about what's happening?
Create an empty file ofx.log in your home directory. If that file exists, then everything returned by the OFX interaction will be put in that file. Be careful, it will contain username and password. Minor question - are you sure the account you are mapping SHOULD show up? Some institutions require some specific setup before they allow OFX downloads. Some even require a fee, even though it is uncommon. Another unlikely possibility - what is the account type at the institution (and what other account types do you have there) and what type of KMM account are you trying to match? Final question for now, why do you need manual setup? Is the institution not on the list that is presented for automatic connection?
The ofx.log trick didn't work. Is this supposed to work in Linux? I should see the account I'm mapping as one of three accounts in the OFX data being returned, but I see zero accounts. I did set up OFX with my bank (M&T) for $9.95/month yesterday. I tried again today in case it was an issue of delayed enabling of the feature, but I have the same issues today. I expect to see three accounts (one checking and two savings), but the account type for which I'm attempting the OFX data sync is a checking account. In every case, the account type for the KMM account matches the type at the bank. I needed manual setup because M&T Bank does not appear in the canned list of banks. I found it here, though: http://www.ofxhome.com/index.php/institution/view/702
I installed gnucash, which uses the same AqBanking library, and I was able to get ofx.log to fill out. However, the only additional information is in this section (username and password redacted): Sending: ------------------------------------- OFXHEADER:100 DATA:OFXSGML VERSION:102 SECURITY:NONE ENCODING:USASCII CHARSET:1252 COMPRESSION:NONE OLDFILEUID:NONE NEWFILEUID:20170328142153.000 <OFX><SIGNONMSGSRQV1><SONRQ><DTCLIENT>20170328142153.000<USERID>username_goes_here <USERPASS>password_goes_here <LANGUAGE>ENG<FI><ORG>ISC<FID>2601</FI><APPID>QWIN<APPVER>2200</SONRQ></SIGNONMSGSRQV1><SIGNUPMSGSRQV1><ACCTINFOTRNRQ><TRNUID>20170328142153 .000<CLTCOOKIE>1<ACCTINFORQ><DTACCTUP>19691231</ACCTINFORQ></ACCTINFOTRNRQ></SIGNUPMSGSRQV1></OFX>
Created attachment 104842 [details] M & T listed by KMyMoney based on ofxhome.org information The log file's name is ~/ofxlog.txt and not ofx.log. Installing GnuCash does not help because the file is solely known by the KMyMoney OFX implementation. M&T Bank shows up in the KMyMoney list. KMyMoney pulls that list from ofxhome.org. See attached screen shot. Can you try to create the log file again? The one you sent only contains the request but the response is equally important.
Created attachment 104847 [details] ofxlog.txt Generated and redacted ofxlog.txt according to instructions.
Thanks! I was typing "M&T" instead of "M & T" and didn't see the result. I generated ofxlog.txt, but it looks pretty much like the separate logging I provided previously.
Is there any other test information I can provide?
I'm seeing the same issue, I think, but when I log in ofxlog.txt it doesn't show KMM as sending anything at all. In my case I'm trying to get a list from American Express, and a small excerpt from the ofxlog follows: url: https://www.ofxhome.com/api.php?all=yes request: response: url: https://www.ofxhome.com/api.php?lookup=424 request: response: That's the end of the log file, showing the ofxhome.com lookups for the master list of institutions and financial info for AMEX, but nothing being sent to download a list of accounts. I verified that this also happens for Chase, so I think it's just not sending a request.
I should note that the 'about' page lists this KMM version as Version 5.1.0-7d5a4f9f3, and I'm using it on Windows 10.
Amex issue is most likely related to this https://github.com/libofx/libofx/issues/33 Use aqbanking to map Amex cards instead, it works for me.
Apologies for the offtopic bit, but the version of KMM I'm using now on Windows 10 doesn't have an aqbanking plugin, do you know how I could install one from somewhere (ideally), or where there's a Windows build that includes aqbanking?
Check https://kmymoney.org/snapshots.php for versions with AqBanking. The KMyMoney is not as recent as the daily builds from the KDE binary factory though.