On Sonntag, 12. Oktober 2025 01:07:37 CEST Brendan Coupe via KMyMoney-devel wrote:
> On 10/11/25 10:05 AM, Thomas Baumgart via KMyMoney-devel wrote: > > On Freitag, 10. Oktober 2025 17:49:01 CEST Brendan Coupe via KMyMoney-devel > > wrote: > > > >> I'm running a very recently compiled version of KMM from the master branch. > >> > >> When I import an OFX file from my bank and open it in KMM from the > >> browser, I don't get the import summary window. > > That means using the Web-Connect feature, right? > > I think of web-connect as the old way of mapping my account to the bank > and running update account to get the transactions or update all to get > updates for all mapped accounts. This has not worked with any of my > accounts in many years. Early enshitification in my view. We usually talk about three different methods: Direct-Connect: is when you map your account to an online backend and directly download statments without using a browser in between. Most likely, that is the one that is not working for you. Web-Connect: is when you start KMyMoney and then switch to your browser to download the file and select KMyMoney to directly open the (temporary) file Import: when KMyMoney is not involved at all in receiving the file and is instructed to read it from a (most likely) local file. > In my case, I am already running KMM, I go to my bank in Firefox and > download the OFX file manually. I have 2 options, Open with a program > (KMM) or Save file. KMM in this case uses "Web-Connect", Save file will later us "Import". > This is the case where I open the file with KMM, the account selection > dialog box pops up and it gets imported. No summary when it's done. The > same thing happens with a QFX file. > > I also don't see the OFX file selection dialog box, which is > understandable but there are settings I need to adjust for my brokerage > accounts. I mention it in case there may be a connection when it is skipped. I sort of remember that these options are available in the account edit dialog on the online tab. Since they are OFX specific and I don't have any OFX accounts, I cannot see them right now. Jack may have some more insights here as he uses OFX intensively. > >> If I save the OFX file and then import it in KMM, I do get the import > >> summary window. This changed in the past few months. > > That means the File/Import feature, right? > Yes. I saved and imported an OFX, QFX and CSV file. In all 3 cases I get > the summary. Ok, so we (most likely I) need to figure out, why the summary does not get shown when the data is imported using web-connect. All other means, import via OFX, CSV, QIF and even the HBCI online banking (which I use) show the summary. -- Regards Thomas Baumgart ------------------------------------------------------------- Please don't send me proprietary file formats, use ISO standard ODF instead (ISO/IEC 26300) -------------------------------------------------------------
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