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Re: need assistance with aqBanking setup
by Brendan Coupe
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Debbi,
Thomas is the developer that mentioned that I'm working with to fix
some of my Schwab OFX import problems. My problems probably won't
affect your bank account with them. I'm not sure what the difference
is between the plugins but I'm pretty sure I'm using the KMM OFX
plugin that he asked you to verify is loaded and enabled. It is for
me. I do not have the KBanking plugin available.
Assuming you have the plugin enabled I'll walk you through the steps I
took to get my Schwab account to work:
>From the menu, Account, Map to online account. Hopefully you will see
two tabs, Automatic and Manual. You can try the Automatic. I get 3
options when I type in Schwab for the search and none of them work for
my brokerage account. Since you have a bank account it may be
different for you.
If none of them work you can try the manual tab. The settings that
work for me are:
Org: ISC
Fid: 101
URL: https://ofx.schwab.com/cgi_dev/ofx_server
I hope this helps. Like I said earlier, there is a phishing site out
there trying to get you info. The URL has a slightly different name so
be careful if you find any help and type the Schwab part of the URL
instead of cutting and pasting it.
--
Brendan
On Tue, Jun 23, 2009 at 11:44 AM, Thomas Baumgart<thb@...> wrote:
> On Tuesday 23 June 2009 18:46:21 Debbi Thomas wrote:
>
>> Brendan -
>>
>> Thanks much, I am also in CA, but my day started a while ago ;>
>>
>> I'm doing my checking account with Charles Schwab as Chase brought in
>> out of state contractors to remodel WaMu to Chase & I'm a commercial
>> union carpenter. Can't bank with one that is taking my job away.
>
> As a side note four No-Cal and So-Cal guys and gals: Brendan is talking about
> the internal OFX plugin called 'KMyMoney OFX' and Debbi is talking about the
> KBanking plugin which also provides OFX access.
>
>> No rush as I don't have any money in the account yet.
>
> Debbi: Please check if the KMyMoney OFX plugin is present and enabled. Not
> knowing the version anymore, but the plugins can now be enabled. Open the
> Settings/Configure KMyMoney dialog. The last icon on the left should be
> labeled "Plugins". Select it and see if the KMyMoney OFX plugin shows up and
> is selected. Screenshot attached.
>
>
>>
>> On Tue, 23 Jun 2009 09:33:17 -0700
>>
>> Brendan Coupe <brendan@...> wrote:
>> > 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
>
> --
>
> Regards
>
> Thomas Baumgart
>
> GPG-FP: E55E D592 F45F 116B 8429 4F99 9C59 DB40 B75D D3BA
> -------------------------------------------------------------
> Having trouble with Windows? Reboot!
> Having trouble with Linux? Be root!
> -------------------------------------------------------------
>
>
> ------------------------------------------------------------------------------
>
> _______________________________________________
> KMyMoney2-user mailing list
> KMyMoney2-user@...
> https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
>
>
------------------------------------------------------------------------------
_______________________________________________
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KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
Thomas is the developer that mentioned that I'm working with to fix
some of my Schwab OFX import problems. My problems probably won't
affect your bank account with them. I'm not sure what the difference
is between the plugins but I'm pretty sure I'm using the KMM OFX
plugin that he asked you to verify is loaded and enabled. It is for
me. I do not have the KBanking plugin available.
Assuming you have the plugin enabled I'll walk you through the steps I
took to get my Schwab account to work:
>From the menu, Account, Map to online account. Hopefully you will see
two tabs, Automatic and Manual. You can try the Automatic. I get 3
options when I type in Schwab for the search and none of them work for
my brokerage account. Since you have a bank account it may be
different for you.
If none of them work you can try the manual tab. The settings that
work for me are:
Org: ISC
Fid: 101
URL: https://ofx.schwab.com/cgi_dev/ofx_server
I hope this helps. Like I said earlier, there is a phishing site out
there trying to get you info. The URL has a slightly different name so
be careful if you find any help and type the Schwab part of the URL
instead of cutting and pasting it.
--
Brendan
On Tue, Jun 23, 2009 at 11:44 AM, Thomas Baumgart<thb@...> wrote:
> On Tuesday 23 June 2009 18:46:21 Debbi Thomas wrote:
>
>> Brendan -
>>
>> Thanks much, I am also in CA, but my day started a while ago ;>
>>
>> I'm doing my checking account with Charles Schwab as Chase brought in
>> out of state contractors to remodel WaMu to Chase & I'm a commercial
>> union carpenter. Can't bank with one that is taking my job away.
>
> As a side note four No-Cal and So-Cal guys and gals: Brendan is talking about
> the internal OFX plugin called 'KMyMoney OFX' and Debbi is talking about the
> KBanking plugin which also provides OFX access.
>
>> No rush as I don't have any money in the account yet.
>
> Debbi: Please check if the KMyMoney OFX plugin is present and enabled. Not
> knowing the version anymore, but the plugins can now be enabled. Open the
> Settings/Configure KMyMoney dialog. The last icon on the left should be
> labeled "Plugins". Select it and see if the KMyMoney OFX plugin shows up and
> is selected. Screenshot attached.
>
>
>>
>> On Tue, 23 Jun 2009 09:33:17 -0700
>>
>> Brendan Coupe <brendan@...> wrote:
>> > 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
>
> --
>
> Regards
>
> Thomas Baumgart
>
> GPG-FP: E55E D592 F45F 116B 8429 4F99 9C59 DB40 B75D D3BA
> -------------------------------------------------------------
> Having trouble with Windows? Reboot!
> Having trouble with Linux? Be root!
> -------------------------------------------------------------
>
>
> ------------------------------------------------------------------------------
>
> _______________________________________________
> KMyMoney2-user mailing list
> KMyMoney2-user@...
> https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
>
>
------------------------------------------------------------------------------
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
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