SUMMARY While Quicken, being a commercial product supported most of the institutions, I was still able to set up some accounts using GNUcash as well (Chase, AMEX etc.), but none of the accounts (banks, credit cards) seem to work in KMyMoney, even though I tried to replicate the same settings for online connections as GNUcash. Does this online automatic downlaod feature work with US banks or the only option is to manually import the QIF/OFX files? Thanks. STEPS TO REPRODUCE 1. 2. 3. OBSERVED RESULT Get the message no suitable accounts to add, for both credit card and bank accounts EXPECTED RESULT Online downloads I'm running 5.1.2 version on Windows 10 Pro SOFTWARE/OS VERSIONS Windows: macOS: Linux/KDE Plasma: (available in About System) KDE Plasma Version: KDE Frameworks Version: Qt Version: ADDITIONAL INFORMATION
Created attachment 141215 [details] attachment-23447-0.html It would help to mention which banks you are having trouble with. I use direct connect with Chase (Amazon) and Citi (Costco) credit cards. USAA accounts worked until late last year when they made a significant change to their system. GNUCash was able to get direct connect to work with USAA again and I have been working with one of the KMM developers (Thomas Baumgart) to get it to work with KMM. We've been able to get it to work in the Master Branch but that branch is not ready for prime time yet. During our testing, I could not get AqBanking to work even though that is what works in GNUCash. Thomas was able to get ofximorter to work and I'm hopeful his changes will make it to the 5.1 branch soon. There are some necessary steps required for some banks that are not obvious, so it helps to know which banks are not working. For example, Citi requires a Client ID that I generated randomly. USAA also requires a client ID, but they generate it if you follow the correct steps. *----* *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.* On Wed, Sep 1, 2021 at 4:13 AM Hamdsa via KMyMoney-devel < kmymoney-devel@kde.org> wrote: > https://bugs.kde.org/show_bug.cgi?id=441857 > > Bug ID: 441857 > Summary: Online Banking Setup > Product: kmymoney > Version: 5.1.2 > Platform: Microsoft Windows > OS: Microsoft Windows > Status: REPORTED > Severity: major > Priority: NOR > Component: onlinebanking > Assignee: kmymoney-devel@kde.org > Reporter: hamdsa@yahoo.com > Target Milestone: --- > > SUMMARY > While Quicken, being a commercial product supported most of the > institutions, I > was still able to set up some accounts using GNUcash as well (Chase, AMEX > etc.), but none of the accounts (banks, credit cards) seem to work in > KMyMoney, > even though I tried to replicate the same settings for online connections > as > GNUcash. > Does this online automatic downlaod feature work with US banks or the only > option is to manually import the QIF/OFX files? > Thanks. > > STEPS TO REPRODUCE > 1. > 2. > 3. > > OBSERVED RESULT > Get the message no suitable accounts to add, for both credit card and bank > accounts > > EXPECTED RESULT > Online downloads > > I'm running 5.1.2 version on Windows 10 Pro > > SOFTWARE/OS VERSIONS > Windows: > macOS: > Linux/KDE Plasma: > (available in About System) > KDE Plasma Version: > KDE Frameworks Version: > Qt Version: > > ADDITIONAL INFORMATION > > -- > You are receiving this mail because: > You are the assignee for the bug.
(In reply to Brendan from comment #1) > Created attachment 141215 [details] > attachment-23447-0.html > > It would help to mention which banks you are having trouble with. I use > direct connect with Chase (Amazon) and Citi (Costco) credit cards. USAA > accounts worked until late last year when they made a significant change to > their system. GNUCash was able to get direct connect to work with USAA > again and I have been working with one of the KMM developers (Thomas > Baumgart) to get it to work with KMM. We've been able to get it to work in > the Master Branch but that branch is not ready for prime time yet. During > our testing, I could not get AqBanking to work even though that is what > works in GNUCash. Thomas was able to get ofximorter to work and I'm hopeful > his changes will make it to the 5.1 branch soon. > > There are some necessary steps required for some banks that are not > obvious, so it helps to know which banks are not working. For example, Citi > requires a Client ID that I generated randomly. USAA also requires a client > ID, but they generate it if you follow the correct steps. > > *----* > *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.* > > > On Wed, Sep 1, 2021 at 4:13 AM Hamdsa via KMyMoney-devel < > kmymoney-devel@kde.org> wrote: > > > https://bugs.kde.org/show_bug.cgi?id=441857 > > > > Bug ID: 441857 > > Summary: Online Banking Setup > > Product: kmymoney > > Version: 5.1.2 > > Platform: Microsoft Windows > > OS: Microsoft Windows > > Status: REPORTED > > Severity: major > > Priority: NOR > > Component: onlinebanking > > Assignee: kmymoney-devel@kde.org > > Reporter: hamdsa@yahoo.com > > Target Milestone: --- > > > > SUMMARY > > While Quicken, being a commercial product supported most of the > > institutions, I > > was still able to set up some accounts using GNUcash as well (Chase, AMEX > > etc.), but none of the accounts (banks, credit cards) seem to work in > > KMyMoney, > > even though I tried to replicate the same settings for online connections > > as > > GNUcash. > > Does this online automatic downlaod feature work with US banks or the only > > option is to manually import the QIF/OFX files? > > Thanks. > > > > STEPS TO REPRODUCE > > 1. > > 2. > > 3. > > > > OBSERVED RESULT > > Get the message no suitable accounts to add, for both credit card and bank > > accounts > > > > EXPECTED RESULT > > Online downloads > > > > I'm running 5.1.2 version on Windows 10 Pro > > > > SOFTWARE/OS VERSIONS > > Windows: > > macOS: > > Linux/KDE Plasma: > > (available in About System) > > KDE Plasma Version: > > KDE Frameworks Version: > > Qt Version: > > > > ADDITIONAL INFORMATION > > > > -- > > You are receiving this mail because: > > You are the assignee for the bug. So far I have tried the following institutions, none of them worked in KMyMoney. Chase Bank (Credit Cards & Banking) AMEX (Credit Cards) Discover (Credit Cards) All of them worked in Quicken 2020 (and prior versions too). Chase also worked in GNUCash. I have tried using the default settings, as well as changing the Header settings to v. 103 as suggested in some online posts, and changing the quicken simulation version to different values. I also tried to replicate the Chase settings, using manual option in online setup, that didn't work either. I'm using UUID v4 using generator here: https://www.uuidtools.com/generate/v4 Would be happy to do more testing if there are other suggestions to try other config. All connections attempts have similar outcome During setup, it displays Does not support online banking at bottom screen After connection, it displays error No suitable accounts were found at this bank. You mentioned you are using Direct Connect with Chase, mind sharing what connection options are you using. I'm on a stable version 5.1.2 as I had multiple issues with the master branch with my data migration from quicken.
I have the following working fine: - Chase Bank (Credit Cards & Banking) - AMEX (Credit Cards) IIRC, for Chase I had to enable "authorization mode" in my online profile, which gives you a few minutes to initiate the connection. For AMEX I think it was straightforward. In any case, I doubt I used any information outside of what www.ofxhome.com users provided on its forum. For Discover cards, they stopped supporting OFX a while ago and now use Quicken's custom thing (Web Connect Express). Other commercial software has the same issue: https://www.iggsoftware.com/support/articles/ibank-5/discover-accounts-not-connecting-using-direct-download-ofx/ https://infinitekind.tenderapp.com/discussions/online-banking/14201-unable-to-download-discovercard-transactions#comment_47656311 Relevant ofxhome thread: http://www.ofxhome.com/ofxforum//viewtopic.php?id=49815 On Thu, Sep 2, 2021 at 12:49 PM Hamdsa via KMyMoney-devel <kmymoney-devel@kde.org> wrote: > > https://bugs.kde.org/show_bug.cgi?id=441857 > > --- Comment #2 from Hamdsa <hamdsa@yahoo.com> --- > (In reply to Brendan from comment #1) > > Created attachment 141215 [details] > > attachment-23447-0.html > > > > It would help to mention which banks you are having trouble with. I use > > direct connect with Chase (Amazon) and Citi (Costco) credit cards. USAA > > accounts worked until late last year when they made a significant change to > > their system. GNUCash was able to get direct connect to work with USAA > > again and I have been working with one of the KMM developers (Thomas > > Baumgart) to get it to work with KMM. We've been able to get it to work in > > the Master Branch but that branch is not ready for prime time yet. During > > our testing, I could not get AqBanking to work even though that is what > > works in GNUCash. Thomas was able to get ofximorter to work and I'm hopeful > > his changes will make it to the 5.1 branch soon. > > > > There are some necessary steps required for some banks that are not > > obvious, so it helps to know which banks are not working. For example, Citi > > requires a Client ID that I generated randomly. USAA also requires a client > > ID, but they generate it if you follow the correct steps. > > > > *----* > > *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.* > > > > > > On Wed, Sep 1, 2021 at 4:13 AM Hamdsa via KMyMoney-devel < > > kmymoney-devel@kde.org> wrote: > > > > > https://bugs.kde.org/show_bug.cgi?id=441857 > > > > > > Bug ID: 441857 > > > Summary: Online Banking Setup > > > Product: kmymoney > > > Version: 5.1.2 > > > Platform: Microsoft Windows > > > OS: Microsoft Windows > > > Status: REPORTED > > > Severity: major > > > Priority: NOR > > > Component: onlinebanking > > > Assignee: kmymoney-devel@kde.org > > > Reporter: hamdsa@yahoo.com > > > Target Milestone: --- > > > > > > SUMMARY > > > While Quicken, being a commercial product supported most of the > > > institutions, I > > > was still able to set up some accounts using GNUcash as well (Chase, AMEX > > > etc.), but none of the accounts (banks, credit cards) seem to work in > > > KMyMoney, > > > even though I tried to replicate the same settings for online connections > > > as > > > GNUcash. > > > Does this online automatic downlaod feature work with US banks or the only > > > option is to manually import the QIF/OFX files? > > > Thanks. > > > > > > STEPS TO REPRODUCE > > > 1. > > > 2. > > > 3. > > > > > > OBSERVED RESULT > > > Get the message no suitable accounts to add, for both credit card and bank > > > accounts > > > > > > EXPECTED RESULT > > > Online downloads > > > > > > I'm running 5.1.2 version on Windows 10 Pro > > > > > > SOFTWARE/OS VERSIONS > > > Windows: > > > macOS: > > > Linux/KDE Plasma: > > > (available in About System) > > > KDE Plasma Version: > > > KDE Frameworks Version: > > > Qt Version: > > > > > > ADDITIONAL INFORMATION > > > > > > -- > > > You are receiving this mail because: > > > You are the assignee for the bug. > > So far I have tried the following institutions, none of them worked in > KMyMoney. > Chase Bank (Credit Cards & Banking) > AMEX (Credit Cards) > Discover (Credit Cards) > All of them worked in Quicken 2020 (and prior versions too). Chase also worked > in GNUCash. > I have tried using the default settings, as well as changing the Header > settings to v. 103 as suggested in some online posts, and changing the quicken > simulation version to different values. I also tried to replicate the Chase > settings, using manual option in online setup, that didn't work either. > I'm using UUID v4 using generator here: https://www.uuidtools.com/generate/v4 > Would be happy to do more testing if there are other suggestions to try other > config. > > All connections attempts have similar outcome > During setup, it displays Does not support online banking at bottom screen > After connection, it displays error No suitable accounts were found at this > bank. > > You mentioned you are using Direct Connect with Chase, mind sharing what > connection options are you using. I'm on a stable version 5.1.2 as I had > multiple issues with the master branch with my data migration from quicken. > > -- > You are receiving this mail because: > You are the assignee for the bug.
For Chase I'm using Quicken Windows 2008 and 103. I have a 32 character Client UID that I think I generated myself (all HEX). In Linux try generating a random UID: hexdump -n 16 -e '4/4 "%08X" 1 "\n"' /dev/urandom I have not used my AmEx card in many years. Online banking used to work with it but I think it stopped working for me a while ago. I just tried mapping my account and it seemed to work. No matter what I do I get an error when I try to download my transactions. I could not find anything about "authorization mode". Searching the AmEx site I found this: ========================================================== Does the American Express Savings site integrate with Mint or Quicken? At this time, American Express Savings does not allow sites like Quicken or Mint to login on behalf of our customers. This protocol is in place to protect Savings customers’ personal information. Savings does allow you to download transactions so that you can import them into Quicken by following these easy steps: Log in to your American Express Savings account here Click the account that you want to download Click the "Download Transactions" link at the bottom of the Transaction History section Follow the prompts ---- 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. ---- 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. On Thu, Sep 2, 2021 at 5:46 AM Dawid Wróbel via KMyMoney-devel <kmymoney-devel@kde.org> wrote: > > https://bugs.kde.org/show_bug.cgi?id=441857 > > --- Comment #3 from Dawid Wróbel <me@dawidwrobel.com> --- > I have the following working fine: > - Chase Bank (Credit Cards & Banking) > - AMEX (Credit Cards) > > IIRC, for Chase I had to enable "authorization mode" in my online > profile, which gives you a few minutes to initiate the connection. For > AMEX I think it was straightforward. In any case, I doubt I used any > information outside of what www.ofxhome.com users provided on its > forum. > > For Discover cards, they stopped supporting OFX a while ago and now > use Quicken's custom thing (Web Connect Express). Other commercial > software has the same issue: > https://www.iggsoftware.com/support/articles/ibank-5/discover-accounts-not-connecting-using-direct-download-ofx/ > https://infinitekind.tenderapp.com/discussions/online-banking/14201-unable-to-download-discovercard-transactions#comment_47656311 > > Relevant ofxhome thread: > http://www.ofxhome.com/ofxforum//viewtopic.php?id=49815 > > On Thu, Sep 2, 2021 at 12:49 PM Hamdsa via KMyMoney-devel > <kmymoney-devel@kde.org> wrote: > > > > https://bugs.kde.org/show_bug.cgi?id=441857 > > > > --- Comment #2 from Hamdsa <hamdsa@yahoo.com> --- > > (In reply to Brendan from comment #1) > > > Created attachment 141215 [details] > > > attachment-23447-0.html > > > > > > It would help to mention which banks you are having trouble with. I use > > > direct connect with Chase (Amazon) and Citi (Costco) credit cards. USAA > > > accounts worked until late last year when they made a significant change to > > > their system. GNUCash was able to get direct connect to work with USAA > > > again and I have been working with one of the KMM developers (Thomas > > > Baumgart) to get it to work with KMM. We've been able to get it to work in > > > the Master Branch but that branch is not ready for prime time yet. During > > > our testing, I could not get AqBanking to work even though that is what > > > works in GNUCash. Thomas was able to get ofximorter to work and I'm hopeful > > > his changes will make it to the 5.1 branch soon. > > > > > > There are some necessary steps required for some banks that are not > > > obvious, so it helps to know which banks are not working. For example, Citi > > > requires a Client ID that I generated randomly. USAA also requires a client > > > ID, but they generate it if you follow the correct steps. > > > > > > *----* > > > *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.* > > > > > > > > > On Wed, Sep 1, 2021 at 4:13 AM Hamdsa via KMyMoney-devel < > > > kmymoney-devel@kde.org> wrote: > > > > > > > https://bugs.kde.org/show_bug.cgi?id=441857 > > > > > > > > Bug ID: 441857 > > > > Summary: Online Banking Setup > > > > Product: kmymoney > > > > Version: 5.1.2 > > > > Platform: Microsoft Windows > > > > OS: Microsoft Windows > > > > Status: REPORTED > > > > Severity: major > > > > Priority: NOR > > > > Component: onlinebanking > > > > Assignee: kmymoney-devel@kde.org > > > > Reporter: hamdsa@yahoo.com > > > > Target Milestone: --- > > > > > > > > SUMMARY > > > > While Quicken, being a commercial product supported most of the > > > > institutions, I > > > > was still able to set up some accounts using GNUcash as well (Chase, AMEX > > > > etc.), but none of the accounts (banks, credit cards) seem to work in > > > > KMyMoney, > > > > even though I tried to replicate the same settings for online connections > > > > as > > > > GNUcash. > > > > Does this online automatic downlaod feature work with US banks or the only > > > > option is to manually import the QIF/OFX files? > > > > Thanks. > > > > > > > > STEPS TO REPRODUCE > > > > 1. > > > > 2. > > > > 3. > > > > > > > > OBSERVED RESULT > > > > Get the message no suitable accounts to add, for both credit card and bank > > > > accounts > > > > > > > > EXPECTED RESULT > > > > Online downloads > > > > > > > > I'm running 5.1.2 version on Windows 10 Pro > > > > > > > > SOFTWARE/OS VERSIONS > > > > Windows: > > > > macOS: > > > > Linux/KDE Plasma: > > > > (available in About System) > > > > KDE Plasma Version: > > > > KDE Frameworks Version: > > > > Qt Version: > > > > > > > > ADDITIONAL INFORMATION > > > > > > > > -- > > > > You are receiving this mail because: > > > > You are the assignee for the bug. > > > > So far I have tried the following institutions, none of them worked in > > KMyMoney. > > Chase Bank (Credit Cards & Banking) > > AMEX (Credit Cards) > > Discover (Credit Cards) > > All of them worked in Quicken 2020 (and prior versions too). Chase also worked > > in GNUCash. > > I have tried using the default settings, as well as changing the Header > > settings to v. 103 as suggested in some online posts, and changing the quicken > > simulation version to different values. I also tried to replicate the Chase > > settings, using manual option in online setup, that didn't work either. > > I'm using UUID v4 using generator here: https://www.uuidtools.com/generate/v4 > > Would be happy to do more testing if there are other suggestions to try other > > config. > > > > All connections attempts have similar outcome > > During setup, it displays Does not support online banking at bottom screen > > After connection, it displays error No suitable accounts were found at this > > bank. > > > > You mentioned you are using Direct Connect with Chase, mind sharing what > > connection options are you using. I'm on a stable version 5.1.2 as I had > > multiple issues with the master branch with my data migration from quicken. > > > > -- > > You are receiving this mail because: > > You are the assignee for the bug. > > -- > You are receiving this mail because: > You are the assignee for the bug.
> Does the American Express Savings site integrate with Mint or Quicken? This is for their banking services, if I am not wrong. The Cards work just fine for me: - Quicken 2019 - Header Version 103 Note I am using the ofxbanking plugin for that, not kbanking. On Thu, Sep 2, 2021 at 3:25 PM Brendan Coupe via KMyMoney-devel <kmymoney-devel@kde.org> wrote: > > For Chase I'm using Quicken Windows 2008 and 103. I have a 32 > character Client UID that I think I generated myself (all HEX). > > In Linux try generating a random UID: hexdump -n 16 -e '4/4 "%08X" 1 > "\n"' /dev/urandom > > I have not used my AmEx card in many years. Online banking used to > work with it but I think it stopped working for me a while ago. I just > tried mapping my account and it seemed to work. No matter what I do I > get an error when I try to download my transactions. I could not find > anything about "authorization mode". > > Searching the AmEx site I found this: > ========================================================== > Does the American Express Savings site integrate with Mint or Quicken? > > At this time, American Express Savings does not allow sites like > Quicken or Mint to login on behalf of our customers. This protocol is > in place to protect Savings customers’ personal information. Savings > does allow you to download transactions so that you can import them > into Quicken by following these easy steps: > > Log in to your American Express Savings account here > Click the account that you want to download > Click the "Download Transactions" link at the bottom of the > Transaction History section > Follow the prompts > > > ---- > 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. > > > ---- > 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. > > > On Thu, Sep 2, 2021 at 5:46 AM Dawid Wróbel via KMyMoney-devel > <kmymoney-devel@kde.org> wrote: > > > > https://bugs.kde.org/show_bug.cgi?id=441857 > > > > --- Comment #3 from Dawid Wróbel <me@dawidwrobel.com> --- > > I have the following working fine: > > - Chase Bank (Credit Cards & Banking) > > - AMEX (Credit Cards) > > > > IIRC, for Chase I had to enable "authorization mode" in my online > > profile, which gives you a few minutes to initiate the connection. For > > AMEX I think it was straightforward. In any case, I doubt I used any > > information outside of what www.ofxhome.com users provided on its > > forum. > > > > For Discover cards, they stopped supporting OFX a while ago and now > > use Quicken's custom thing (Web Connect Express). Other commercial > > software has the same issue: > > https://www.iggsoftware.com/support/articles/ibank-5/discover-accounts-not-connecting-using-direct-download-ofx/ > > https://infinitekind.tenderapp.com/discussions/online-banking/14201-unable-to-download-discovercard-transactions#comment_47656311 > > > > Relevant ofxhome thread: > > http://www.ofxhome.com/ofxforum//viewtopic.php?id=49815 > > > > On Thu, Sep 2, 2021 at 12:49 PM Hamdsa via KMyMoney-devel > > <kmymoney-devel@kde.org> wrote: > > > > > > https://bugs.kde.org/show_bug.cgi?id=441857 > > > > > > --- Comment #2 from Hamdsa <hamdsa@yahoo.com> --- > > > (In reply to Brendan from comment #1) > > > > Created attachment 141215 [details] > > > > attachment-23447-0.html > > > > > > > > It would help to mention which banks you are having trouble with. I use > > > > direct connect with Chase (Amazon) and Citi (Costco) credit cards. USAA > > > > accounts worked until late last year when they made a significant change to > > > > their system. GNUCash was able to get direct connect to work with USAA > > > > again and I have been working with one of the KMM developers (Thomas > > > > Baumgart) to get it to work with KMM. We've been able to get it to work in > > > > the Master Branch but that branch is not ready for prime time yet. During > > > > our testing, I could not get AqBanking to work even though that is what > > > > works in GNUCash. Thomas was able to get ofximorter to work and I'm hopeful > > > > his changes will make it to the 5.1 branch soon. > > > > > > > > There are some necessary steps required for some banks that are not > > > > obvious, so it helps to know which banks are not working. For example, Citi > > > > requires a Client ID that I generated randomly. USAA also requires a client > > > > ID, but they generate it if you follow the correct steps. > > > > > > > > *----* > > > > *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.* > > > > > > > > > > > > On Wed, Sep 1, 2021 at 4:13 AM Hamdsa via KMyMoney-devel < > > > > kmymoney-devel@kde.org> wrote: > > > > > > > > > https://bugs.kde.org/show_bug.cgi?id=441857 > > > > > > > > > > Bug ID: 441857 > > > > > Summary: Online Banking Setup > > > > > Product: kmymoney > > > > > Version: 5.1.2 > > > > > Platform: Microsoft Windows > > > > > OS: Microsoft Windows > > > > > Status: REPORTED > > > > > Severity: major > > > > > Priority: NOR > > > > > Component: onlinebanking > > > > > Assignee: kmymoney-devel@kde.org > > > > > Reporter: hamdsa@yahoo.com > > > > > Target Milestone: --- > > > > > > > > > > SUMMARY > > > > > While Quicken, being a commercial product supported most of the > > > > > institutions, I > > > > > was still able to set up some accounts using GNUcash as well (Chase, AMEX > > > > > etc.), but none of the accounts (banks, credit cards) seem to work in > > > > > KMyMoney, > > > > > even though I tried to replicate the same settings for online connections > > > > > as > > > > > GNUcash. > > > > > Does this online automatic downlaod feature work with US banks or the only > > > > > option is to manually import the QIF/OFX files? > > > > > Thanks. > > > > > > > > > > STEPS TO REPRODUCE > > > > > 1. > > > > > 2. > > > > > 3. > > > > > > > > > > OBSERVED RESULT > > > > > Get the message no suitable accounts to add, for both credit card and bank > > > > > accounts > > > > > > > > > > EXPECTED RESULT > > > > > Online downloads > > > > > > > > > > I'm running 5.1.2 version on Windows 10 Pro > > > > > > > > > > SOFTWARE/OS VERSIONS > > > > > Windows: > > > > > macOS: > > > > > Linux/KDE Plasma: > > > > > (available in About System) > > > > > KDE Plasma Version: > > > > > KDE Frameworks Version: > > > > > Qt Version: > > > > > > > > > > ADDITIONAL INFORMATION > > > > > > > > > > -- > > > > > You are receiving this mail because: > > > > > You are the assignee for the bug. > > > > > > So far I have tried the following institutions, none of them worked in > > > KMyMoney. > > > Chase Bank (Credit Cards & Banking) > > > AMEX (Credit Cards) > > > Discover (Credit Cards) > > > All of them worked in Quicken 2020 (and prior versions too). Chase also worked > > > in GNUCash. > > > I have tried using the default settings, as well as changing the Header > > > settings to v. 103 as suggested in some online posts, and changing the quicken > > > simulation version to different values. I also tried to replicate the Chase > > > settings, using manual option in online setup, that didn't work either. > > > I'm using UUID v4 using generator here: https://www.uuidtools.com/generate/v4 > > > Would be happy to do more testing if there are other suggestions to try other > > > config. > > > > > > All connections attempts have similar outcome > > > During setup, it displays Does not support online banking at bottom screen > > > After connection, it displays error No suitable accounts were found at this > > > bank. > > > > > > You mentioned you are using Direct Connect with Chase, mind sharing what > > > connection options are you using. I'm on a stable version 5.1.2 as I had > > > multiple issues with the master branch with my data migration from quicken. > > > > > > -- > > > You are receiving this mail because: > > > You are the assignee for the bug. > > > > -- > > You are receiving this mail because: > > You are the assignee for the bug.
Despite repeated tries, I'm unable to get it to work in the Windows version for Chase. I tried using stable version 5.1.2, stable branch and master branch, none of them helped. Though master branch is the only one that resolves the issues of displaying totals for sub-accounts (separate issue). For online banking setup with Chase, there's an initial 'secure message' in Chase profile asking you to confirm your connection with the following message title: "Action Required for Quicken or QuickBooks users" which I completed successfully. However it still doesn't work within the KMyMoney software. This mean that the initial call to Chase is going through, but I suspect after this step, there might be some additional communication back from Chase which is not being handled properly by KMyMoney to recognize this 'multi-authentication' step. Someone mentioned OFXplugin for online banking setup, are they available for Windows version? I didn't find any listing for that under the plugin options within the software. I tried connection options using almost all available versions of Quicken (simulation), using both Header 102 and 103, but no luck. As stated in my earlier posts both Chase and AMEX worked in Quicken as well as GNUCash.
I have noticed that (at least) for Chase account setup on gnucash (as well as online documentation) both user Name (which is to be ABA routing number) and User Name (regular web login ID) are required but in KMyMoney, there is only single field of User Name. Does anyone know how I can replicate the GNUCash working settings to KMyMoney on Windows (any import config capability/plugin etc.) Thanks.
A bit confusing to me (sorry): "user Name (which is to be ABA routing number) and User Name (regular web login ID)" I don't know GnuCash that well, but I doubt that they call two fields "user Name" and "User Name". Can you provide the exact names or better, attach GnuCash screen shot(s) of the dialog(s) to this bug report? You also mention "online documentation": can you provide a link so that we can take a look? Thanks in advance.
Sorry my bad, I meant User Name and User ID. But it's still pretty confusing when you think about what the institutions are expecting in those fields. I suspect due to varied implementations across various institutions they are simply 're-purposing' some fields which do not necessarily correspond to or define what they actually are supposed to be. The link I'm referring to is below: https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#Citi_Credit_Card As you may notice, many instances have the same issues (some banks completely ignoring some fields, others accepting/expecting different values etc.), hence the need for an institution-specific config. document like this.
I was reading code the last couple of hours (AqBanking in particular which is used by GnuCash) which I don't understand. This code is just too confusing for my eyes. Anyway, it seems that the field Username is not used in the OFX context at all. At least I don't find a spot where the username is added to any OFX message (which goes along with the statement 'Username: <doesn't-seem-to-matter>'. This also goes along with the OFX specification (which only has a member for the userid) and the LibOFX implementation used by KMyMoney (which only provides a member for the userid). Now the confusing part: KMyMoney's ofxbanking plugin asks for a 'username' which in fact is written into the userid field of the OFX requests. So enter your userid into the field 'Username'. Password should be clear. I noticed though, that the information pulled from ofxhome.org is not correct anymore (Screenshot_Citi-Credit-old.png). This is shown in a little info field. This also matches the information found on the GnuCash wiki you provided. In this case, press the Back button and use the manual mode bank entry method (Screenshot_Citi-Credit-manual.png). Enter the data as provided on the GnuCash wiki which will then be used once you press the Next button (Screenshot_Citi-Credit-new.png). Set the "Identify as" and "Header version" as pointed out on the GnuCash wiki. The identity "QWIN:2500" is actually "Quicken Windows 2016". Wonder if this gets you any further.
Created attachment 141317 [details] Old data pulled in from ofxhome.com
Created attachment 141318 [details] Manual method to supply bank data
Created attachment 141319 [details] Current data for Citi-Credit and necessary settings
Sorry I should have added to my description that I was using the manual method to attempt the connection, so basically what you have recommended. I noticed that the default automatic method within KMyMoney for most banks I tried had the message below that it didn't support online banking, which I know was not correct, so I opted for manual connection. The initial entry of the URL's and corresponding KMyMoney message that the bank supports online stmts etc. at least suggest that the URLs are recognized for the connection. I don't recall the successful connection method for Citibank, but at least I can confirm that for both Chase bank and credit cards, it's currently working in GNUcash (using Aquabanking). After the initial call is sent after entering my credentials in KMyMoney, I do get a message in my chase online account profile that I need to authorize the access from desktop software, which means the initial call is successfully reaching Chase. However, after I click on the authorization link within Chase, where it says it's successful and I should be able to access my account info, I still get the message within KMyMoney that no suitable accounts exist, which makes me thing it's the post-MFA flow that is somehow not working, at least for Chase. However, that doesn't explain why it isn't working for other banks like AMEX which doesn't have the similar MFA flow as chase. My AMEX connection is also working within GNUCash, and despite replicating the settings using the manual connection options, it didn't work for me. Someone earlier mentioned that connection to Chase was working for them, but not sure if they were using the windows version like me, or I'm simply missing something here. Thanks for your help.
Still trying options to get it to work. I downgraded the version back to Stable Windows version 5.0.6 Interestingly, the account map menu has two options which are not available in the current master release (OFX Importer & KBanking) Tried OFX Importer first but the initial call to download the bank lists hangs on the following screen: Loading Banklist Getting list of banks from https://www.ofxhome.com/ This may take some time depending on the available bandwidth Even left it overnight but no luck. The Kbanking option didn't work either as it seems to only give option to map existing app accounts to online accounts (there are no online accounts available currently to map to). With respect to the the doc link below https://docs.kde.org/trunk5/en/kmymoney/kmymoney/details.impexp.ofx.html It states OFX Direct Connect are supported in KMyMoney but to enable this feature, you must compile KMyMoney with the --enable-ofxbanking switch (now the default). I hope this is the case with the windows version I'm currently using.
Some additional info Got more info about AQBanking https://github.com/aqbanking/aqbanking However the AqBanking option available in my KMyMoney version doesn't seem to initiate/present any screens if you select the OFX backend option, other options seem to trigger an initial setup flow. HBCI Backend using AqHBCI Offline backend Paypal EBICS OFX-DirectConnect backend
Just curious, is AqBanking no longer supported within KMyMoney or the functionality is somehow incorporated in the native flows? There was an explicit option to Configure AqBanking under the windows version 5.0 available on the download servers, but both the current master and the stable version lack any AqBanking config. options. Also there was the AqBanking plugin in the prior version which is also not present in the current stable and master builds. As a side note, the display of totals of sub-accounts (an important functionality) only works for the current master build, none of the prior versions display the totals of sub-accounts.
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I missed on changing the status, please see my status updates. If there is anything that I can try to make it work, I'm willing to do it. I'm back to the latest nightly build version as that's the only version that works with the sub-accounts totals for now. Online banking has not worked for me in any of the versions, so it's all the same.