OFX Importer Plugin

KMyMoney will import OFX files painlessly. However, this functionality is not built into the core program. You must obtain and install the OFX Importer Plugin. Once that is installed, the command to import OFX files will automatically show up under the "File | Import" menu.

If you have installed from RPM, the OFX Imported Plugin is contained within the kmymoney-ofx RPM. It should be available from whatever source you got the base KMyMoney RPM. If you have built from sources, all you need to do is have the libOFX 0.8.1 development headers & libraries installed on your system. The KMyMoney build process will detect these and compile the plugin.

Should you run into trouble trying to compile KMyMoney, and you are certain you have the correct version of libOFX installed, please contact the developers list <kmymoney2-developer@lists.sourceforge.net> for assistance. Include a copy of your config.log file, compressed first via gzip.

The most basic way to import an OFX file is to choose the importer from the menu bar. From the File menu, choose Import, and then OFX. If OFX does not show up under Import, you do not have the OFX Importer Plugin installed correctly. Please see the previous section.

The first thing the importer will do is ask you which account to import the transactions into. If there are transactions from multiple accounts in your file, you will be asked this question multiple times.

After importing, some of your transactions may be flashing red in the ledger. This is because they need to be assigned a category. The importer was not able to automatically assign a category based on your past transaction history. You can edit each flashing transaction in the ledger to assign a category, and it will then stop flashing red.

Please note that this section describes the "native" OFX importer. OFX files may also be imported using the AqBanking Importer Plugin if you have installed that. Note that the two importers do behave slightly differently, and they are written and supported by two different developers.

Please note that if you are importing a file with investment transactions, those investments must first exist in your KMyMoney file. The trading symbol is used to match, so please ensure that the symbol in KMyMoney is exactly the same as the one in the file you're importing.

The easiest way to import an OFX file is to set up Web Connect. Visit your bank's web site, and click on a link to download an OFX file. Your browser should ask you what program you would like to use to open the program. Point your browser to KMyMoney. It will then import the downloaded OFX file into the KMyMoney file you most recently had open.

If you need to import the OFX file into some other KMyMoney file, load up that file in KMyMoney first, and then visit your bank.

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.

It is not possible to export your data as an OFX file currently. If you're interested to contribute in this area, please contact the libofx development team for details.