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. > >>>> 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). -- Regards Thomas Baumgart ------------------------------------------------------------- 'Never underestimate the determination of a kid who is time-rich and cash-poor.' -- Cory Doctorow: Little brother -------------------------------------------------------------
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