I'm not a developer so I'm less offended by the rude way you seem to be either asking for help or criticizing the developers. Since you claim to write code, I assume your code is always perfect so you've never received a comment on your code that is like your comment here.

As far as the forums that you mentioned, it's possible you have been asking for help on forums/mailing lists that are no longer monitored. While the response on this list is not always immediate it's usually fairly quick and very helpful. Keep in mind the developers are volunteers and respond a lot better to polite questions than criticism.

I have been using KMM for about 15 years and I have been using online banking (direct connect) for most of that time. I don't recall if it was supported back in 2005 but it has been for a long time. So if it's not working for you it's probably the bank or a setup issue. 

Version 5.0 is a very early version of the new 5 branch and was not recommended for daily use. There have been many updates since then and the current version is 5.1.0. The previous version was 5.0.8.

My first suggestion is to update to one of those 2 versions. If you would like to compile from source I have some scripts that automate the process as long as you have the correct dependencies installed. You can search for the link or I can share it with you if you are interested.

Once you have a recent version installed, make sure you read the manual on how to setup online banking. Then provide the list with as much information as possible. The more the better since someone reading the list may have dealt with a problem at the same bank and found a workaround. Your current comment does not mention anything useful. Did you try to map any of the accounts? If not, it's never going to work. Where are you? Where are your banks? There are different online banking options depending on where you are.

I have tried gnucash. As far as I could tell, you have to download one bank account at a time. With KMM you can do them all at once. I do it every day.

If you really think a YouTube video would help new users, I suggest you create one. I'm guessing the project would love the help. If there is a bug in the program, the developers do there best when the bug is clearly explained and you help test the patches. It's a community effort.

Since you mentioned Quicken, I assume you have access to a Windows computer. You could try a recent version of KMM compiled for Windows and see if that solves your problem. I don't use Windows and don't know where the installation package is but I would check the KMM website. If that works then you have to figure out how to get a more recent version on Linux.

Closing this issue, because it is a violation of the "Be Respectful" rule in KDE's code of conduct. https://kde.org/code-of-conduct/.

Here is the documentation for KMyMoney: https://docs.kde.org/stable5/en/extragear-office/kmymoney/index.html. It is very complete and don't forget that KMyMoney is developed by volunteers and contributions to make it better are more than welcome.

First,  I am sorry if I offended you or anyone else.

I read much about - GnuCash, KMyMoney etc. etc. before trying any of 
these softwares for Linux.

I have thought about this in the past, but  Quicken's new Licence 
arrangement push me on to trying.(You basically have to re-up every 
year,  they claim new features but all I note is a difference in the 
GUI, for me just added frustration.  So I am looking for something more 
solid and stable, and consistent..... That has always been my experience 
with Linux based software. LybreOffice, GIMP, Thunderbird Mail etc. etc.

We are human and so our past experience usually shapes our expectation 
in a similar area..

I didn't try KMyMoney first, and my first "setup" experience went very 
well - it imported my Quicken Backup file directly.   But when I tried 
to get "accustom" to it's GUI, organization of accounts, Institutions 
etc.- Well - certainly not my cup of tea. I fooled around looking at 
others,  must did NOT have any pictures of the Interface/Organization 
etc.  Until  I ran across KMyMoney- So I had great expectation.

On trying to setup,  KMyMoney would not import the QuickenBk file as 
others had.( I mention this to indicate that the backup file I am using 
is Likely OK)    So,  I got the data and I had entered it into  
KMyMoney,  10 accounts. and it displayed OK, had starting amount, 
beginning of the year - all looks good, but of course, no actual 
transactions yet. Save works, and reopen work and back to, of course the 
exact same, so far nice display etc.

Now how do I get this to wifi contact the banks/institution and update 
-  I could be wrong but I am thinking that was the idea, - the plan - 
developed in the software.

The "disconnect"  I am thinking is in one or two areas or both.

Data input to KMyMoney,  I went to all of the displays for data input in 
Quicken and copied all the data, ( I think)  but something is 
missing.????  I found what I thought was the corresponding locations in 
KMyMoney - but some thing is not correct?.

The Main page shows the Checking and Savings accounts - under Assets, 
and Credit Cards under Liabilities.   Nothing stands out as strange,  It 
all saves and reopens fine,  but will NOT update the Transctions,  etc.  
(That is NOT a criticism of YOU - It is just stating my experience, so 
you have something to go on to assist in finding a solution! )

How I installed this,    I have Mint 19.3 on this computer,  and several 
others,   I also have Mint 20 (they skipped .5-----.9 and went to 20.0  
As you likely know  Mint is based on Ubuntu.   In Mint to install a 
software,  you just go to the Software Manager, Search:   KMyMoney and 
it finds it and installs it and the dependencies.  It indicates it is 
installing the latest. and I do frequent Updates.  BUT from you guys 
there is a later version of KMyMoney - ????  5.1.0  I assume  I should 
be able to get a copy of same. so I will look for it.

Thanks for any help.

Richard Stuart

PS: When you have a free moment, I know not very likely, checkout:  
www.itu-int.us

PPS:  Other software like Quicken etc which DID read the Quicken Backup 
file duplcated a number of the transaction, so while it looked nice it 
had a final total that was way off.

On 7/29/20 10:37 AM, bugzilla_noreply@kde.org wrote:
> https://bugs.kde.org/show_bug.cgi?id=424775
>
> Brendan@CoupeWare.com changed:
>
>             What    |Removed                     |Added
> ----------------------------------------------------------------------------
>                   CC|                            |Brendan@CoupeWare.com
>
> --- Comment #1 from Brendan@CoupeWare.com ---
> I'm not a developer so I'm less offended by the rude way you seem to be either
> asking for help or criticizing the developers. Since you claim to write code, I
> assume your code is always perfect so you've never received a comment on your
> code that is like your comment here.
>
> As far as the forums that you mentioned, it's possible you have been asking for
> help on forums/mailing lists that are no longer monitored. While the response
> on this list is not always immediate it's usually fairly quick and very
> helpful. Keep in mind the developers are volunteers and respond a lot better to
> polite questions than criticism.
>
> I have been using KMM for about 15 years and I have been using online banking
> (direct connect) for most of that time. I don't recall if it was supported back
> in 2005 but it has been for a long time. So if it's not working for you it's
> probably the bank or a setup issue.
>
> Version 5.0 is a very early version of the new 5 branch and was not recommended
> for daily use. There have been many updates since then and the current version
> is 5.1.0. The previous version was 5.0.8.
>
> My first suggestion is to update to one of those 2 versions. If you would like
> to compile from source I have some scripts that automate the process as long as
> you have the correct dependencies installed. You can search for the link or I
> can share it with you if you are interested.
>
> Once you have a recent version installed, make sure you read the manual on how
> to setup online banking. Then provide the list with as much information as
> possible. The more the better since someone reading the list may have dealt
> with a problem at the same bank and found a workaround. Your current comment
> does not mention anything useful. Did you try to map any of the accounts? If
> not, it's never going to work. Where are you? Where are your banks? There are
> different online banking options depending on where you are.
>
> I have tried gnucash. As far as I could tell, you have to download one bank
> account at a time. With KMM you can do them all at once. I do it every day.
>
> If you really think a YouTube video would help new users, I suggest you create
> one. I'm guessing the project would love the help. If there is a bug in the
> program, the developers do there best when the bug is clearly explained and you
> help test the patches. It's a community effort.
>
> Since you mentioned Quicken, I assume you have access to a Windows computer.
> You could try a recent version of KMM compiled for Windows and see if that
> solves your problem. I don't use Windows and don't know where the installation
> package is but I would check the KMM website. If that works then you have to
> figure out how to get a more recent version on Linux.
>

It's not really about offending anyone, it's about asking nicely working better than your first approach.

The open source programs that you mentioned are all developed by large teams and I believe many of the developers are paid for their work. KMM is maintained by a small group of volunteers that are more than willing to help as you can see if you monitor the developer mailing list. You can learn a lot from reading the mailing list. You also need to be patient.

I moved to KMM from MS Money 15 years ago. I'm sure I was frustrated at first and I'm sure KMM was much less feature complete than it is today. It does not do everything well and many of the enhancements that I'm sure the developers would like to work on have been on hold while KMM was moved from KDE 4 to KDE 5. They have done a ton of work in the last couple of years or more just to keep up with KDE. It appears that some big changes are finally being worked on now that KMM 5 has stabilized but you need to adjust your expectations if you want a feature for feature replacement for Quicken.

Two points I can help with are importing your Quicken data and downloading your transactions from your bank. As you have determined, KMM can't import your Quicken file or the backup file. You have to export each account to a QIF file and then import it into KMM. 15 years ago this was painful but I suspect KMM has gotten much better at matching transactions which should minimize duplicates that will happen for transfers. It may still take a lot of work to get everything into KMM. I finally gave up in 2005 and started mostly clean. 

As far as importing from your bank, you need to map the account first. Make sure the KBanking and/or OFX Importer plugins are checked in the KMM Settings. Then open an account ledger and click on "Map account..." in the Account menu. I am in the US and use OFX Import so I can help you with it. I can't help with KBanking. The import process has is not always perfect due to many banks not supporting it others not following the OFX specifications. I have been able to work through all of my issues with help from the mailing list but it was frustrating and not the fault of KMM. Plus the import relies on libraries from other projects so not all import issues can be fixed in KMM.

If you find features missing that you'd like implemented, use the bug tracker to add to the wish list. Make sure you include details and images to make it clear what you are looking for.

Richard - a lot of this is in the wording.  Please consider editing the subject.  It starts by saying "I will NOT go out to a bank ...." which sounds like you are refusing to do what the program requires.  I now suspect you meant that you couldn't find a way to make to program download data from the bank.  A good start here would be to reword the subject.  Second, if you reply by email, and not directly at bugs.kde.org, you can trim all the original unless you explicitly need to show what you are referring to.  The bug system just takes your entire email and makes it the next comment.

If you had dome much searching, you would have found many cases in the kmymoney mailing list of people with problems importing lots of data from Quicken.   In addition to what Brendan said, those threads probably have additional suggestions.

Now - I think the bottom line is not that you are reporting a bug, but asking for help getting started using KMyMoney.  That is better done on the mailing list (see https://mail.kde.org/mailman/listinfo/kmymoney as well as https://kmymoney.org/support.html for other ways of getting help.

Finally, it's really good to work at one or maybe two parts of the problem at a time.  If you've been working at it for days, and then put all the problems you've had in a single message, it gets overwhelming, and makes things seem much worse than they are.  There are plenty of folks here who want to see you succeed with KMyMoney - but give it some time.

Guys it was NOT my intent to come across in that way.  There is a typo 
in the reference you make.  - it seriously change things. The quote:

"I will NOT go out to a bank ...."   Should have been "It will NOT go out to a bank...  simple meaning that none of my attenpt to get it to retrieve the banking transaction - would not result in the software connecting to a bank or credit card institution. Basically nothing happened. ????   My bad, the t was missing -  I should have been IT.

Some play you all asked where I am located and I forgot to respond to that part.  I am in Columbia, Maryland.

Additionally,  You ask for me to review the wording.  Very Happy to do that --  HOW, were do I go etc. and what login is required??

Thanks for the support.
PS:  Mint update doesn't seem to further update.   I have used Ubuntu,  Centos and I could change for this purpose if repositories for them would have a later version.   Or as with some distros, they have various packages all ready installed. Like Libre Office etc.   Is there a distro,  ISO with  KMyMoney installed.  I could run it in Virtualbox and get familiar with it.  Actually,  I run  Quicken in a Virtualbox with WIN 10 as the Isolation provides a bit more security. - As "Box" is shutdown normally and some what hidden.
Anyway let make ammends somehow.  If you want to edit my earlier imput - I am happy with that..
Richard

On 7/29/20 8:26 PM, Jack wrote:
> https://bugs.kde.org/show_bug.cgi?id=424775
>
> --- Comment #5 from Jack <ostroffjh@users.sourceforge.net> ---
> Richard - a lot of this is in the wording.  Please consider editing the
> subject.  It starts by saying "I will NOT go out to a bank ...." which sounds
> like you are refusing to do what the program requires.  I now suspect you meant
> that you couldn't find a way to make to program download data from the bank.  A
> good start here would be to reword the subject.  Second, if you reply by email,
> and not directly at bugs.kde.org, you can trim all the original unless you
> explicitly need to show what you are referring to.  The bug system just takes
> your entire email and makes it the next comment.
>
> If you had dome much searching, you would have found many cases in the kmymoney
> mailing list of people with problems importing lots of data from Quicken.   In
> addition to what Brendan said, those threads probably have additional
> suggestions.
>
> Now - I think the bottom line is not that you are reporting a bug, but asking
> for help getting started using KMyMoney.  That is better done on the mailing
> list (see https://mail.kde.org/mailman/listinfo/kmymoney as well as
> https://kmymoney.org/support.html for other ways of getting help.
>
> Finally, it's really good to work at one or maybe two parts of the problem at a
> time.  If you've been working at it for days, and then put all the problems
> you've had in a single message, it gets overwhelming, and makes things seem
> much worse than they are.  There are plenty of folks here who want to see you
> succeed with KMyMoney - but give it some time.
>

Guys, I am glad that things calmed down here and the initial steam has settled. As Jack already pointed out, we should better use the mailing list (see https://mail.kde.org/mailman/listinfo/kmymoney) or the forum at https://forum.kde.org/viewforum.php?f=69 for further discussion of the subject. I am sure, we will get you going.

BTW: I added that missing T to the subject of this ticket for historical reasons.

I've taken the liberty of retrospectively editing the subject to reduce to a simple statement of the initial problem, the help with future searches.