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Re: need assistance with aqBanking setup

by Brendan Coupe :: Rate this Message:

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I had the same problem with Schwab and eventually found the correct
settings to enter manually. I will send you the details tonight (I'm
in California so my day just started).

Be very careful if you find help for this online. The first help I
found had a minor change in the URL which sent you to a phishing site
where you could easily give away your account info.

Unfortunately there are some problems with the OFX file that Schwab
provides. When trading CDs the transactions are not imported
correctly. I think it only affects the selling side. I'm working with
one of the developers to help him find a way to make this work. Your
experience with Schwab downloads may help fix the problem.

--
Brendan



On Tue, Jun 23, 2009 at 8:25 AM, Debbi Thomas<InComing@...> wrote:

> I don't even know enough here to know what to ask.
>
> I used to use MS Money. It set up online banking automatically pretty
> much. I've been importing QFX files ok, but my new bank (Charles Schwab)
> doesn't appear to give that option. Besides, the online is easier &
> probably more secure (?).
>
> Using KMyMoney 0.9.3-CVS (Using KDE 3.5.10)
>
> I have "Online Banking / Configure aqBanking & aqBanking Importer" and
> "Settings / Configure aqBanking" so I have the plugin.
>
> I just don't even know what the information it is asking for is. I
> assume that I should use "aqofxconnect - OFX-DirectConnect backend".
> Once I select that, I do not know what any of the information asked for
> is. Is this information easy to get?
>
> I looked for help online but I don't read German ;>
>
> Thank you.
> Debbi
>
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