Git commit 565c50a180e4fbc437156d050e7fd708fe173b4f by Jack Ostroff. Committed on 25/06/2024 at 22:54. Pushed by ostroffjh into branch 'Handbook-5.2'.
Improve KBanking/AqBanking descriptions M +2 -0 README-CONTRIBUTORS M +4 -4 doc/details-impexp.docbook M +12 -5 doc/details-settings.docbook M +26 -6 doc/reference.docbook https://invent.kde.org/office/kmymoney/-/commit/565c50a180e4fbc437156d050e7fd708fe173b4f diff --git a/README-CONTRIBUTORS b/README-CONTRIBUTORS index 08097dd496..21e4dcfb02 100644 --- a/README-CONTRIBUTORS +++ b/README-CONTRIBUTORS @@ -160,6 +160,8 @@ multiple places. ----- new as of 202404 +- The FAQ chapter needs checking for coordination with https://userbase.kde.org/KMyMoney/FAQ#How_do_I_configure_online_banking_.3F"; + - In Plugins section of KMM Config, there is "GNC Importer" but everywhere else it is referred to as GnuCash Importer. Any reason for the difference? diff --git a/doc/details-impexp.docbook b/doc/details-impexp.docbook index 1404b10409..4b0bb8e659 100644 --- a/doc/details-impexp.docbook +++ b/doc/details-impexp.docbook @@ -984,10 +984,10 @@ </para> <para> - Please note that this section describes the <quote>native</quote> OFX importer. - OFX files may also be imported using the AqBanking Importer Plugin. Note that the - two importers do behave slightly differently, and they are written and supported by - two different developers. + This section describes the <quote>native</quote> OFX importer. OFX files may also + be imported using the AqBanking Importer Plugin. The two importers do behave + slightly differently, and they are written and supported by two different + developers. </para> </sect2> diff --git a/doc/details-settings.docbook b/doc/details-settings.docbook index 59aa4b8043..7c46d15c8b 100644 --- a/doc/details-settings.docbook +++ b/doc/details-settings.docbook @@ -1259,14 +1259,21 @@ </sect2> <sect2 id="details.settings.plugins.kbanking"><title>KBanking</title> -<!-- FIXME: Since both this and the Configure Aqbanking page are minimal, should both - just point to the same link currently in the other section? --> +<!-- FIXME: There is some overlap between here and the Reference/Settings section. + Better coordination would be good. --> <para> - This plugin adds support for HBCI/FinTs, OFX, and PayPal online banking. However, - configuring this plugin is not done through this dialog, but with the <link + This plugin adds support for HBCI/FinTs, OFX, and PayPal online banking by using + <ulink url="https://www.aquamaniac.de/rdm/";>AqBanking</ulink>, which is a an open + source project on its own. Most of the protocols is uses to communicate with banks + are only used in Germany. +</para> + +<para> + Configuring this plugin is not done through this dialog, but with the <link linkend="reference.menus.settings.help"> <guimenu>Settings</guimenu> - <guisubmenu>Configure Aqbanking...</guisubmenu> </link> menu item. + <guisubmenu>Configure Aqbanking...</guisubmenu> </link> menu item, and there is + further information there. </para> </sect2> diff --git a/doc/reference.docbook b/doc/reference.docbook index 9dc890e651..8959d4dded 100644 --- a/doc/reference.docbook +++ b/doc/reference.docbook @@ -862,18 +862,38 @@ </varlistentry> <varlistentry> + <!-- FIXME: There is some overlap between here and the KBanking Plugin section. + Better coordination would be good. --> <term><menuchoice> <guimenu>Settings</guimenu><guimenuitem>Configure Aqbanking</guimenuitem> </menuchoice></term> <listitem> <para> - Configure online banking setting. See <ulink + Configure online banking settings, but only if the KBanking module is + enabled. More information may be found in the section on configuring the + <link linkend="details.settings.plugins.kbanking">KBanking plugin</link> as + well as in the <ulink + url="https://www.gnucash.org/docs/v5/C/gnucash-manual/tools-on-line-banking.html#tool- + aqb-modules">GnuCash documentation</ulink>. + </para> + + <para> + The process of setting up online access in AqBanking is described in <ulink + url="https://wiki.gnucash.org/wiki/De/Onlinebanking-Einrichtungsassistent";>the + GnuCash wiki (German only)</ulink>. This menu entry brings you to the dialog + shown in step #3. The process until step #18 is the same for KMyMoney. Once + done, you can map the account in &kmymoney; using <guimenu>Account</guimenu> + <guisubmenu>Map account</guisubmenu> and select the account from the list + provided. From there, simply use <guimenu>Account</guimenu> + <guisubmenu>Update account</guisubmenu>, or in case you have more than one + online account mapped <guimenu>Account</guimenu> <guisubmenu>Update all + accounts</guisubmenu>. + </para> + + <para> + See <ulink url="https://userbase.kde.org/KMyMoney/FAQ#How_do_I_configure_online_banking_.3F";>How - do I configure online banking</ulink> for further details. This menu - selection is only available if the KBanking module is enabled. See the - section on configuring the <link - linkend="details.settings.plugins.kbanking">KBanking plugin</link> for more - information. + do I configure online banking</ulink> for further details. </para> </listitem> </varlistentry>
