How to activate OnlineBanking in kmymoney2

Asked by Anthony Bredebusch

I am using Kubuntu Gusty Gibbon. I have installed Kmymoney along with all support packages for onlinebanking.
After starting Kmymoney, I see no menu entry "Online Banking".
The big question..... : How do I activate online banking!
I have downloaded qmanager, and can retrieve my online bank status; so the HBCI and AQbanking modules are all installed correctly.
Please help
Thanks in advance
Regards
Tony

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Revision history for this message
Brandan E. Lloyd (brandan) said :
#1

I think that you have to custom compile to enable online banking.
From the KMyMoney Website http://kmymoney2.sourceforge.net/online-manual/details.impexp.ofx.html#details.impexp.ofxdirectconnect

Direct Connect

OFX Direct Connect is now supported in KMyMoney. This gives you the ability to contact your bank directly to obtain statements. In the future, there will be more help written, and this will be moved to its own section.

To enable this, you must compile KMyMoney with the --enable-ofxbanking switch. This requires some additional libraries. You'll need libxml++-1.0 version 1.0.1 or higher, and libcurl version 7.9.7 or higher.

Please be warned: Many banks require a separate signup, will give you a separate password or PIN, and may even charge you a separate fee for this service. No bank directly supports KMyMoney. You'll have to tell them you want to bank directly from MS Money or Quicken.

The first step is to configure each account you wish to download statements for. Go to the Accounts view, right click on the account you wish to configure, and choose "Edit Account...". Look for the Online Banking section. Press the Setup... button. This wizard will guide you through choosing a bank, entering your username and password, and selecting an account.

Once you have an account set up with online banking, go to the ledger for that account. Then from the "Account/Category" menu, choose "Online update using OFX...". This will connect to you bank, and download a statement for the last 60 days.

The following worked for me.

cvs -z8 -d:pserver:<email address hidden>:/cvsroot/kmymoney2 co -r rel-0-8-branch kmymoney2

cd kmymoney2/

./configure --enable-ofxbanking --enable-ofxplugin --enable-pdf-docs

make

sudo checkinstall

sudo dpkg -i kmymoney2_0.8.8-cvs-1_i386.deb

Revision history for this message
Anthony Bredebusch (linux-bredebusch) said :
#2

This for your message.
I downloaded the source code, as well as a BIG bunch of developer files needed ;-)
I got kmymoney2 compiled with the ofxbanking modules enabled as above, thanks for your help here.

But... either I misunderstood something or I am still having problems.
There is an option to online download account data via OFX, but I am not quite sure how to setup the access.
Using qmanager, I can access my bank account via HBCI but apparently OFX is something else, and kmymoney does not (yet) support HBCI?
Or do I need to add an addtional libary / plugin for HBCI?

Thanks in advance for your help

Tony

Revision history for this message
Brandan E. Lloyd (brandan) said :
#3

Tony,

From my understanding HBCI and OFX are two different things. To enable HBCI I think that you have to add the enable_kbanking flag to your configure command above. So: .
/configure --enable-ofxbanking --enable-ofxplugin --enable-pdf-docs
would become
./configure --enable-ofxbanking --enable-ofxplugin --enable-pdf-docs --enable_kbanking

You would, then, need to rerun make and checkinstall.

I have not tested this but it should work.

Revision history for this message
Anthony Bredebusch (linux-bredebusch) said :
#4

Brandan,

OK, got the program compiled with the --enable-kbanking (typepo!) switch. All went well.
Now I have a plugin for HBCI banking? At least there is a shared objectfile in the .libs directory kmm_kbanking.so
The next question how do I enable the plugin.

Starting kmymoney2 shows that the OFX plugin is loaded:

~/Documents/MyProgs/kmymoney2-0.8.8/kmymoney2$ ./kmymoney2
kmymoney2: Loaded 'OFX Import' importer plugin
~/Documents/MyProgs/kmymoney2-0.8.8/kmymoney2$

but I can not get the kbanking plugin activiated!
Any more ideas?
Thanks

Tony

Revision history for this message
Brandan E. Lloyd (brandan) said :
#5

Sorry Anthony,

I think that this is out of my depth now. I haven't actually used HBCI. You may try on the sourceforge support page http://sourceforge.net/search/?group_id=4708&words=hbci&type_of_search=mlists&pmode=0&limit=100. If you find an answer I would be interested in seeing what you find so please post back.

Sorry I can't help more.

Brandan

Revision history for this message
Hei Ku (asoliverez) said :
#6

The KBanking plugin contains the glue code between KMyMoney and the
AqBanking library which contains the actual online banking logic. So in
case you don't see any of that in the menu, you need to install the
AqBanking and Gwenhywfar libraries as well. To build them from source,
please see http://www.aquamaniac.de/sites/download/packages.php

Sorry for the delay to help on this one. We just spotted it today.

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