need assistance with aqBanking setup

[Debbi Thomas-3]

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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[Brendan Coupe]

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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[Debbi Thomas-3]

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.

No rush as I don't have any money in the account yet.

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
> >
> > ------------------------------------------------------------------------------
> > Are you an open source citizen? Join us for the Open Source Bridge
> > conference! Portland, OR, June 17-19. Two days of sessions, one day
> > of unconference: $250. Need another reason to go? 24-hour hacker
> > lounge. Register today!
> > http://ad.doubleclick.net/clk;215844324;13503038;v?http://opensourcebridge.org
> > _______________________________________________ KMyMoney2-user
> > mailing list KMyMoney2-user@...
> > https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
> >
>
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[Thomas Baumgart]

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

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-------------------------------------------------------------
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[Brendan Coupe]

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@...
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>
>

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[Thomas Baumgart]

On Wednesday 24 June 2009 06:36:43 Brendan Coupe wrote:

> 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

Which differs slightly from the one reported on
http://ofxblog.wordpress.com/?s=schwab  Is this difference what you refer to
with the next paragraph?  Might be good to leave a comment on the blog.

> 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.

--

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-------------------------------------------------------------
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-------------------------------------------------------------


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[Thomas Baumgart]

On Tuesday 23 June 2009 20:53:49 Debbi Thomas wrote:
> I have KBanking & KMyMoney OFX plugins - both enabled.
>
> I am currently importing OFX files. I want to set up online banking
> where KMyMoney connects to the bank's server and downloads my
> transactions.

Try to use the 'KMyMoney OFX' plugin for your online access. Unmap any
existing online account mapping to get rid of the linkage to the KBanking
plugin.

Once you mapped the account against KMyMoney OFX then you use the same
software as Brendan.

> > As a side note four No-Cal and So-Cal guys and gals: Brendan is

I don't know why that 'u' slipped into the word 'for'.
Must have been late for me ...

--

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-------------------------------------------------------------
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than to speak, and remove all doubt.
-------------------------------------------------------------


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[Brendan Coupe]

--
Brendan



On Tue, Jun 23, 2009 at 11:27 PM, Thomas Baumgart<thb@...> wrote:

> On Wednesday 24 June 2009 06:36:43 Brendan Coupe wrote:
>> 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
>
> Which differs slightly from the one reported on
> http://ofxblog.wordpress.com/?s=schwab  Is this difference what you refer to
> with the next paragraph?  Might be good to leave a comment on the blog.

The difference I mentioned was in the domain name. Schwab was spelled
wrong sending you to a phishing server.

The slight difference here is after the domain name so I think both
are safe. I suspect the wordpress URL is for the bank and the one I
sent is for brokerage accounts. I'll look into it later and submit my
comments there if they are appropriate. Debbi, please let me know
which URL works for you with your Schwab bank account.

>
>> 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.
>
> --
>
> Regards
>
> Thomas Baumgart
>
> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> -------------------------------------------------------------
> Please avoid sending me Word or PowerPoint attachments.
>  See http://www.gnu.org/philosophy/no-word-attachments.html
> -------------------------------------------------------------
>

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[Debbi Thomas-3]

I'm obviously not having a great day.

I've been replying to messages in this thread which means my messages
are going to the senders instead of to the list. Sorry Thomas, Brendan,
and any others. It's not the worst thing I have messed up sending email.

I got everything working with online banking downloading my
transactions / accounts from Charles Schwab. I discovered that if I
have an account open, go to Account, there is an option to "map account
to online account". I hadn't seen that before. This method is pretty
much the same as in the Windows financial applications.

Wouldn't have discovered it, but I did it all in a much longer
process, than started to set it up on one of my other computers. It is
all really easy. Don't think any of the external information is needed,
but I found it all at:

http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings
&
http://ofxblog.wordpress.com/?s=schwab

Glad I ghosted before I started this am. Now I can get rid of all the
stuff I installed ;>

- Debbi

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[allan anderson]

Debbi Thomas wrote:
> <..>
> I got everything working with online banking downloading my
> transactions / accounts from Charles Schwab. I discovered that if I
> have an account open, go to Account, there is an option to "map account
> to online account". I hadn't seen that before. This method is pretty
> much the same as in the Windows financial applications.
>

Obviously you missed my post from yesterday!
"
Hi Debbi

If you open KMM and in Ledger view display the account you wish to use,
in the Account menu select Map to online account, then enter Schwab, I
think you'll get four entries to choose from, and that should do all the
configuration for you.  Then select update account (or all accounts) and
that should do it for you, I think.

If not tell us a bit about what happens.
"

Glad you're sorted.

allan

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[Debbi Thomas-3]

I don't seem to have gotten your post yesterday. I only have from
Thomas & Brendan.

Gee, I might have done laundry instead ;>

I did send the info to Schwab tech support so they can now support
Linux!

Thank you - all.

On Wed, 24 Jun 2009
23:12:02 +0100 allan <aganderson@...> wrote:

> Debbi Thomas wrote:
> > <..>
> > I got everything working with online banking downloading my
> > transactions / accounts from Charles Schwab. I discovered that if I
> > have an account open, go to Account, there is an option to "map
> > account to online account". I hadn't seen that before. This method
> > is pretty much the same as in the Windows financial applications.
> >
>
> Obviously you missed my post from yesterday!
> "
> Hi Debbi
>
> If you open KMM and in Ledger view display the account you wish to
> use, in the Account menu select Map to online account, then enter
> Schwab, I think you'll get four entries to choose from, and that
> should do all the configuration for you.  Then select update account
> (or all accounts) and that should do it for you, I think.
>
> If not tell us a bit about what happens.
> "
>
> Glad you're sorted.
>
> allan
>
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[Graeme Nichols]

Thomas Baumgart 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.

Hello Thomas,

I have googled for KMyMoney OFX plugin but have not been able to locate
it. I built KMyMoney2 from source on my Fedora 8 system and it runs
extremely well. I have found rpms but no source tarball. Could you point
me in the right direction for a KMyMoney OFX tarball please? Are other
plugins, eg. the calendar, available at the same place?

Sorry to be a PITA.

Graeme.

>  
>> 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
>
>
> ------------------------------------------------------------------------
>
> ------------------------------------------------------------------------------
>
>
> ------------------------------------------------------------------------
>
> _______________________________________________
> KMyMoney2-user mailing list
> KMyMoney2-user@...
> https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

--
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Graeme Nichols.
...
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[Thomas Baumgart]

On Thursday 25 June 2009 07:00:22 Graeme Nichols wrote:

> Thomas Baumgart 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.
>
> Hello Thomas,
>
> I have googled for KMyMoney OFX plugin but have not been able to locate
> it. I built KMyMoney2 from source on my Fedora 8 system and it runs
> extremely well.

Since you build from source, you should see an overview at the end of the
configure step. Here's mine:

Configure results (user options):
------------------------------------------
OFX plugin:                            yes

OFX direct connect:                    yes

Chart support:                         yes

SQLITE3 support:                       yes
------------------------------------------


Since the KMyMoney OFX plugin comes with the KMyMoney tarball you won't find
it as separate package anywhere. It is usually enabled by default and along
the configure run you should see some lines like these:

checking for pkg-config... /usr/bin/pkg-config
checking pkg-config is at least version 0.9.0... yes
checking if the OFX importer plugin is desired... auto
checking if OFX direct connect is desired... auto
checking OpenSP/macros.h usability... yes
checking OpenSP/macros.h presence... yes
checking for OpenSP/macros.h... yes
checking for OFX... yes

If either libofx or opensp (incl. the development files) is not available on
your system, the OFX plugin won't be build.

> I have found rpms but no source tarball. Could you point
> me in the right direction for a KMyMoney OFX tarball please? Are other
> plugins, eg. the calendar, available at the same place?

No. An overview of existing plugins, matching versions and links to download
locations are available on http://kmymoney2.sourceforge.net/plugins.html

> Sorry to be a PITA.

No problem.

> >> 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
> >
> > ------------------------------------------------------------------------
> >
> > -------------------------------------------------------------------------
> >-----
> >
> >
> > ------------------------------------------------------------------------
> >
> > _______________________________________________
> > KMyMoney2-user mailing list
> > KMyMoney2-user@...
> > https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

--

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-------------------------------------------------------------
C makes it easy for you to shoot yourself in the foot. C++ makes that
harder, but when you do, it blows away your whole leg.
 -- Bjarne Stroustrup
-------------------------------------------------------------


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[allan anderson]

Hi Thomas
>
> Since the KMyMoney OFX plugin comes with the KMyMoney tarball you won't find
> it as separate package anywhere. It is usually enabled by default and along
> the configure run you should see some lines like these:
>
>

Might it be an idea for me to add the above or similar to the manual?

Allan

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[Thomas Baumgart]

On Thursday 25 June 2009 11:52:46 allan wrote:
> Hi Thomas
>
> > Since the KMyMoney OFX plugin comes with the KMyMoney tarball you won't
> > find it as separate package anywhere. It is usually enabled by default
> > and along the configure run you should see some lines like these:
>
> Might it be an idea for me to add the above or similar to the manual?

Why not.

--

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-------------------------------------------------------------
Early bird gets the worm, but the second mouse gets the cheese.
-------------------------------------------------------------


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[Graeme Nichols]

Thomas Baumgart wrote:

> On Thursday 25 June 2009 07:00:22 Graeme Nichols wrote:
>> Thomas Baumgart 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.
>> Hello Thomas,
>>
>> I have googled for KMyMoney OFX plugin but have not been able to locate
>> it. I built KMyMoney2 from source on my Fedora 8 system and it runs
>> extremely well.
>
> Since you build from source, you should see an overview at the end of the
> configure step. Here's mine:
>
> Configure results (user options):
> ------------------------------------------
> OFX plugin:                            yes
>
> OFX direct connect:                    yes
>
> Chart support:                         yes
>
> SQLITE3 support:                       yes
> ------------------------------------------
>
>
> Since the KMyMoney OFX plugin comes with the KMyMoney tarball you won't find
> it as separate package anywhere. It is usually enabled by default and along
> the configure run you should see some lines like these:
>
> checking for pkg-config... /usr/bin/pkg-config
> checking pkg-config is at least version 0.9.0... yes
> checking if the OFX importer plugin is desired... auto
> checking if OFX direct connect is desired... auto
> checking OpenSP/macros.h usability... yes
> checking OpenSP/macros.h presence... yes
> checking for OpenSP/macros.h... yes
> checking for OFX... yes
>
> If either libofx or opensp (incl. the development files) is not available on
> your system, the OFX plugin won't be build.

Thanks Thomas. I don't have the devel packages installed. Will re-build
when the next release comes along.

KMyMoney2 is a very polished application. It works just fine and I have
no niggles at all. Much better than Quicken Personal Plus 2009 on Vista
or XP. No bringing the system down and just as many features that I use.

Thanks to yourself and all the developers.


Regards,

Graeme.

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[Graeme Nichols]

Thomas Baumgart wrote:

> On Thursday 25 June 2009 07:00:22 Graeme Nichols wrote:
>> Thomas Baumgart 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.
>> Hello Thomas,
>>
>> I have googled for KMyMoney OFX plugin but have not been able to locate
>> it. I built KMyMoney2 from source on my Fedora 8 system and it runs
>> extremely well.
>
> Since you build from source, you should see an overview at the end of the
> configure step. Here's mine:
>
> Configure results (user options):
> ------------------------------------------
> OFX plugin:                            yes
>
> OFX direct connect:                    yes
>
> Chart support:                         yes
>
> SQLITE3 support:                       yes
> ------------------------------------------
>
>
> Since the KMyMoney OFX plugin comes with the KMyMoney tarball you won't find
> it as separate package anywhere. It is usually enabled by default and along
> the configure run you should see some lines like these:
>
> checking for pkg-config... /usr/bin/pkg-config
> checking pkg-config is at least version 0.9.0... yes
> checking if the OFX importer plugin is desired... auto
> checking if OFX direct connect is desired... auto
> checking OpenSP/macros.h usability... yes
> checking OpenSP/macros.h presence... yes
> checking for OpenSP/macros.h... yes
> checking for OFX... yes
>
> If either libofx or opensp (incl. the development files) is not available on
> your system, the OFX plugin won't be build.
>
>> I have found rpms but no source tarball. Could you point
>> me in the right direction for a KMyMoney OFX tarball please? Are other
>> plugins, eg. the calendar, available at the same place?
>
> No. An overview of existing plugins, matching versions and links to download
> locations are available on http://kmymoney2.sourceforge.net/plugins.html

Hi Thomas,

I downloaded the iCalendar plugin from the above link. It needs the
libical development package installed to build. It will build without it
but one doesn't get the calendar function only the cheque printing and
reconciliation report.

I can only find libical-0.43. No devel tarball. Do you know if
libical-0.43 is all that is needed or do I really need the devel tarball
as well? If so, do you have any idea where to get it. There are no
libical rpm packages >=0.33 for Fedora 8 unfortunately.

Thanks.

--
Kind regards,

Graeme Nichols.
...
Registered Linux User 381781 (http://counter.li.org/)
----------------------------------------------------------------------
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On Mon, Jun 29, 2009 at 12:11 AM, Graeme Nichols <graeme@...> wrote:

Thomas Baumgart wrote:
> On Thursday 25 June 2009 07:00:22 Graeme Nichols wrote:
>> Thomas Baumgart 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.
>> Hello Thomas,
>>
>> I have googled for KMyMoney OFX plugin but have not been able to locate
>> it. I built KMyMoney2 from source on my Fedora 8 system and it runs
>> extremely well.
>
> Since you build from source, you should see an overview at the end of the
> configure step. Here's mine:
>
> Configure results (user options):
> ------------------------------------------
> OFX plugin:                            yes
>
> OFX direct connect:                    yes
>
> Chart support:                         yes
>
> SQLITE3 support:                       yes
> ------------------------------------------
>
>
> Since the KMyMoney OFX plugin comes with the KMyMoney tarball you won't find
> it as separate package anywhere. It is usually enabled by default and along
> the configure run you should see some lines like these:
>
> checking for pkg-config... /usr/bin/pkg-config
> checking pkg-config is at least version 0.9.0... yes
> checking if the OFX importer plugin is desired... auto
> checking if OFX direct connect is desired... auto
> checking OpenSP/macros.h usability... yes
> checking OpenSP/macros.h presence... yes
> checking for OpenSP/macros.h... yes
> checking for OFX... yes
>
> If either libofx or opensp (incl. the development files) is not available on
> your system, the OFX plugin won't be build.
>
>> I have found rpms but no source tarball. Could you point
>> me in the right direction for a KMyMoney OFX tarball please? Are other
>> plugins, eg. the calendar, available at the same place?
>
> No. An overview of existing plugins, matching versions and links to download
> locations are available on http://kmymoney2.sourceforge.net/plugins.html

Hi Thomas,

I downloaded the iCalendar plugin from the above link. It needs the
libical development package installed to build. It will build without it
but one doesn't get the calendar function only the cheque printing and
reconciliation report.

I can only find libical-0.43. No devel tarball. Do you know if
libical-0.43 is all that is needed or do I really need the devel tarball
as well? If so, do you have any idea where to get it. There are no
libical rpm packages >=0.33 for Fedora 8 unfortunately.

Thanks.

Hello Graeme,
you need the development packages to compile the calendar plugin, it isn't enough with the regular package, because the compilation requires the library headers.

Regards,
Alvaro

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[Graeme Nichols]

Alvaro Soliverez wrote:

>
>
> On Mon, Jun 29, 2009 at 12:11 AM, Graeme Nichols
> <graeme@... <mailto:graeme@...>> wrote:
>
>     Thomas Baumgart wrote:
>      > On Thursday 25 June 2009 07:00:22 Graeme Nichols wrote:
>      >> Thomas Baumgart 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.
>      >> Hello Thomas,
>      >>
>      >> I have googled for KMyMoney OFX plugin but have not been able to
>     locate
>      >> it. I built KMyMoney2 from source on my Fedora 8 system and it runs
>      >> extremely well.
>      >
>      > Since you build from source, you should see an overview at the
>     end of the
>      > configure step. Here's mine:
>      >
>      > Configure results (user options):
>      > ------------------------------------------
>      > OFX plugin:                            yes
>      >
>      > OFX direct connect:                    yes
>      >
>      > Chart support:                         yes
>      >
>      > SQLITE3 support:                       yes
>      > ------------------------------------------
>      >
>      >
>      > Since the KMyMoney OFX plugin comes with the KMyMoney tarball you
>     won't find
>      > it as separate package anywhere. It is usually enabled by default
>     and along
>      > the configure run you should see some lines like these:
>      >
>      > checking for pkg-config... /usr/bin/pkg-config
>      > checking pkg-config is at least version 0.9.0... yes
>      > checking if the OFX importer plugin is desired... auto
>      > checking if OFX direct connect is desired... auto
>      > checking OpenSP/macros.h usability... yes
>      > checking OpenSP/macros.h presence... yes
>      > checking for OpenSP/macros.h... yes
>      > checking for OFX... yes
>      >
>      > If either libofx or opensp (incl. the development files) is not
>     available on
>      > your system, the OFX plugin won't be build.
>      >
>      >> I have found rpms but no source tarball. Could you point
>      >> me in the right direction for a KMyMoney OFX tarball please? Are
>     other
>      >> plugins, eg. the calendar, available at the same place?
>      >
>      > No. An overview of existing plugins, matching versions and links
>     to download
>      > locations are available on
>     http://kmymoney2.sourceforge.net/plugins.html
>
>     Hi Thomas,
>
>     I downloaded the iCalendar plugin from the above link. It needs the
>     libical development package installed to build. It will build without it
>     but one doesn't get the calendar function only the cheque printing and
>     reconciliation report.
>
>     I can only find libical-0.43. No devel tarball. Do you know if
>     libical-0.43 is all that is needed or do I really need the devel tarball
>     as well? If so, do you have any idea where to get it. There are no
>     libical rpm packages >=0.33 for Fedora 8 unfortunately.
>
>     Thanks.
>
>
> Hello Graeme,
> you need the development packages to compile the calendar plugin, it
> isn't enough with the regular package, because the compilation requires
> the library headers.
>
> Regards,
> Alvaro

OK. Thanks Alvaro. Only one problem, I cannot find a devel tarball for
libical-0.43, or any other version either, anywhere, by Googling. I'll
have to see what else I can do.

--
Kind regards,

Graeme Nichols.
...
Registered Linux User 381781 (http://counter.li.org/)
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