On 10/13/25 10:11 AM, Thomas Baumgart via KMyMoney-devel wrote:
On Montag, 13. Oktober 2025 16:58:36 CEST Brendan Coupe via KMyMoney-devel
wrote:
On 10/13/25 7:44 AM, Thomas Baumgart via KMyMoney-devel wrote:
On Sonntag, 12. Oktober 2025 16:49:06 CEST Brendan Coupe via KMyMoney-devel
wrote:
On 10/12/25 5:59 AM, Thomas Baumgart via KMyMoney-devel wrote:
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.
I think you are correct but the online tab only appears when the account
is mapped. If you could make that online tab accessible for all
accounts, that would solve my brokerage import issues.
Oh yes, you're right. It's only available on direct-connect and import but not
on web-connect. Something I need to look into.
How about always showing the tab but disabling anything that applies to
direct connect if the account is not mapped? This would be a huge help
with my brokerage accounts which always get the number of CDs I purchase
wrong (x100).
It's not that easy, as the online tab is dynamically added when a mapping exists
and differs completely between the OFX and HBCI version. See attached how this
looks for the KBanking backend supporting HBCI available in Germany only.
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.
I'm pretty sure this was working fairly recently (months ago).
This should now be fixed in git (master and 5.2).
I can confirm the summary appears in both 5.2 and the master branch. WE
did a good job fixing that!
Yes, agree. Thanks for your support on this.
Before compiling KKM, I checked Fedora 42 and it seems that libalkimia
is up to date:
libalkimia-qt5.i686 8.1.2-3.fc42 fedora
libalkimia-qt5.x86_64 8.1.2-3.fc42 fedora
I uninstalled my self compiled versions and installed libalkimia and the
development packages from the Fedora respos. KMM failed to build and
reported that it could not find libalkimia 8.2.1. I removed the Fedora
versions and recompiled and installed libalkimia from source. Not sure
what is going on but I thought I would pass that on.
The latest stable version is 8.2 which might not have yet made it to
some distros.
Thomas
Thinking about this some more I wonder if the account tabs could
reorganized to make all importing easier some time in the future. I
think I have a wishlist item that asks for some improvements to
streamline CSV imports once they are setup for an account. Part of this
might involve a csv import tab. I could imagine saving all of the
settings I use each time I import a csv file to an account so that I
don't have to go through every step every time I import the csv file. In
my view, ideally that tab would save what you are importing (Banking,
Investment...), select a profile, tell it to skip setup and in a perfect
world, allow you to provide a path and file name for the csv file. Then
I could simply save the csv file that I get from the bank and run
"Update account" (like I used to do for Direct Connect). In a truly
perfect world, "Update all accounts..." would also work and import every
csv file you have saved in the account settings. Maybe Update All Local
CSV Accounts...
A similar mechanism could be used for OFX files. Include the settings
that are only available for mapped ofx accounts now and add a path and
file name for the OFX file. I could then download a bunch of OFX files
and run "Update all accounts..." or maybe "Update All Local OFX accounts..."
Basically allow accounts to be mapped locally since, at least as far as
I know in the US, most banks don't provide direct connect access anymore.
Maybe add Map Local OFX Account and Map Local CSV Account.
While I expect most of this won't happen any time soon, I thought it
made sense to mention it in case it affects how you might do some small
changes now that will not complicate bigger changes later.
--
Brendan
