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List: kmymoney
Subject: Re: [Kmymoney] OFX transactions one at a time
From: William K Helbig Jr <whelbig () windstream ! net>
Date: 2014-12-11 2:59:45
Message-ID: 548908A1.7000205 () windstream ! net
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On 12/10/2014 08:49 PM, Jack wrote:
> Well, I confirm the behavior. Unfortunately, I don't think there are
> any KMyMoney settings you can use to alter it. It looks like it is the
> <STMTTRNRS> tags (with closing </STMTTRNRS>) of which there are four -
> each containing only one transaction. I have not delved into the ofx
> spec looking for this tag, but I think it probably means Statement
> Transaction Record Set (or something like that) and I would expect one
> per file, not one per transaction. Without looking at the spec, I can't
> be sure whether this is actually illegal OFX, or simply poor design.
>
> You might try calling for technical help from your bank, but I strongly
> suspect that will not do much, as it seems most institutions buy (or
> lease) their OFX software from someone else, and have nobody in-house
> with any technical understanding at all, beyond reading some scripts on
> how to use Quicken. That said, it would be interesting to see what
> Quicken would do with this file. At minimum, you might be able to
> convince them to log the call and forward it to the technical folks who
> actually support OFX for them.
>
> In practical terms, editing the OFX file might be possible, but probably
> not as simple as just removing the extra </STMTTRNRS><STMTTRNRS> pairs,
> since there are other sections repeated within them which would then
> probably be detected as superfluous. Were you perhaps thinking about
> changing banks?
>
> I'll update if I do get any more useful information out of the spec.
>
>
> Jack
Thank you for taking a look and confirming the behavior. FWIW my bank =
refers this as a "Money Active Statement" download and gives this =
description:
Download to Money=AE
Requires Money 2000=AE or higher.
An Active Statement is a file in the OFX (Open Financial Exchange) =
format, which contains transaction information that Microsoft Money can =
automatically import. When you download an Active Statement file, Money =
starts and automatically receives the file that contains the transaction =
information. You can then reconcile these transactions and enter them in =
the Account Register in Money.
See the Microsoft Money reference manual or help files for details on =
how to use the file.
I'll play with the file and see if I can eliminate the problem. I'll =
post my results at a future date.
Skip H
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