I have a loan account, set up with a scheduled transaction for the monthly payments. I just mapped the account to an online account (Chase) which went fine, using the built-in libofx. However, if I select the menu Account/Edit, I get the edit load account wizard, and no ability to edit the online account details, such as ofx header version and date for oldest requested transaction. This is with 4.8.1 from git, but I assume the same holds true for git master.
I did that recently with a loan account mapped to a kbanking online account (paypal). On select the related account with right click I see an entry "update account" or similar which let me update this account from paypal. Is this menu entry not visible after mapping to an ofx account ?
Jack cannot change the settings of the mapping as you can do for normal accounts in the "Account Edit/Online Settings" tab. Since loan accounts use a different editor/wizard at this stage, the tab is not accessible. It has nothing to do with the actual update process. That is a design problem which we need to fix but probably do not do it for 4.8 anymore.
I'm updating the version, as it is still a problem. Note that it is not just the online settings which cannot be changed, or at least not easily. For example (see bug closed as duplicate of this one) just to change the name of a liability account created when creating a loan, you have to go through the entire wizard, even though no other loan settings are being changed. In addition, I do not believe it is possible to change the name of a scheduled transaction created as part of setting up a loan.
*** Bug 448933 has been marked as a duplicate of this bug. ***
It is also not currently possible to change the hierarchy position of a loan account.
*** Bug 451646 has been marked as a duplicate of this bug. ***