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Update HBCI documentation.
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@7906 57a11ea4-9604-0410-9ed3-97b8803252fd
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README.HBCI
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README.HBCI
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-----------
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-----------
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1. Introduction
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2. Requirements
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3. Quick Tour
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4. Known Banks
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5. Call for Feedback
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6. Known Problems
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7. Credits
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1. Introduction
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-----------
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Since the beta release 1.7.2, GnuCash features HBCI online banking
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Since the beta release 1.7.2, GnuCash features HBCI online banking
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support. This makes it the world's first *free* HBCI-enabled personal
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support. This makes it the world's first *free* HBCI-enabled personal
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finance manager.
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finance manager.
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@@ -14,7 +25,7 @@ through a bank-issued chip card or a self-generated file-based RSA key
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pair. (In the latter case, the user prints out his public key finger
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pair. (In the latter case, the user prints out his public key finger
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print on paper, signs it, and sends it to his bank.)
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print on paper, signs it, and sends it to his bank.)
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Requirements
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2. Requirements
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------------
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------------
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OpenHBCI 0.9.3 or later
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OpenHBCI 0.9.3 or later
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@@ -31,7 +42,7 @@ And you need to apply at your Bank to get HBCI access. The bank will
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provide you with some paper work which is needed during HBCI setup in
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provide you with some paper work which is needed during HBCI setup in
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GnuCash.
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GnuCash.
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Quick Tour
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3. Quick Tour
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----------
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----------
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HBCI support is accessible through a few new menu items:
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HBCI support is accessible through a few new menu items:
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@@ -40,14 +51,16 @@ HBCI support is accessible through a few new menu items:
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(German: "Werkzeuge") now contains the item "HBCI Setup" ("HBCI
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(German: "Werkzeuge") now contains the item "HBCI Setup" ("HBCI
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Einrichtung"). This menu item opens the HBCI Setup druid which will
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Einrichtung"). This menu item opens the HBCI Setup druid which will
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guide you through the setup.
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guide you through the setup.
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- Chip card users will need to run this only once (even though I
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haven't tested chip cards myself so far, so please don't hesitate to
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- Chip card users will need to run this only once. (see 6. Known
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send feedback)
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Problems below if this doesn't work)
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- Users with self-generated file-based keys need to run this for the
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- Users with self-generated file-based keys need to run this for the
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first time to generate their keys and have their Ini-Letter printed,
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first time to generate their keys and have their Ini-Letter printed,
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which they need to send to their bank. After some days when the bank
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which they need to send to their bank. After some days when the bank
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has processed that letter, they need to run the HBCI Setup druid
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has processed that letter, they need to run the HBCI Setup druid
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a second time.
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a second time.
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- Either way, eventually you are presented with a list of
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- Either way, eventually you are presented with a list of
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HBCI-accessible accounts, and can choose which of your gnucash
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HBCI-accessible accounts, and can choose which of your gnucash
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account should be matched with each HBCI account.
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account should be matched with each HBCI account.
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@@ -70,7 +83,14 @@ activating the appropriate button in the Edit->Preference dialog
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("Bearbeiten->Einstellungen") in the tab "Online Banking & Importing".
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("Bearbeiten->Einstellungen") in the tab "Online Banking & Importing".
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Of course the password/PIN is *never ever* stored on disk anywhere.
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Of course the password/PIN is *never ever* stored on disk anywhere.
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Known Banks
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* Debug Preference: If HBCI connectivity does not work the way you
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expected it to work, you can enable a whole lot of HBCI debugging
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output. First, on the "General" page of the preferences, activate the
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checkbox for "Show Advanced Setting". Then, on the newly appearing
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"Advanced" page, activate "HBCI Verbose Debug Messages" to get much
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more debugging output.
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4. Known Banks
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-----------
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-----------
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OpenHBCI/Gnucash is successfully being used with:
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OpenHBCI/Gnucash is successfully being used with:
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@@ -79,27 +99,38 @@ OpenHBCI/Gnucash is successfully being used with:
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- Hamburger Sparkasse
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- Hamburger Sparkasse
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- Sparkasse Wilhelmshaven
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- Sparkasse Wilhelmshaven
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Call for Feedback
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5. Call for Feedback
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-----------------
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-----------------
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If you encounter an error, don't hesitate to report it on
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If you encounter an error, you can report it in German language on
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gnucash-devel@gnucash.org and on openhbci-general@lists.sf.net . Please
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gnucash-de@gnucash.org (Subscriber-only list; please subscribe on
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remember to include the version numbers of gnucash and openhbci as well
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http://www.gnucash.org/cgi-bin/mailman/listinfo/gnucash-de ) and on on
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as any console output and/or HBCI connection log.
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openhbci-general@lists.sf.net. Please remember to include the version
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numbers of gnucash and openhbci as well as any console output and/or
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HBCI connection log (can be obtained through the HBCI Verbose Debug
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Messages preference mentioned above).
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Also, if you managed to successfully setup a bank that we don't have in
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Also, if you managed to successfully setup a bank that we don't have in
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our list yet, please let us know as well. We appreciate any feedback on
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our list yet, please let us know as well. We appreciate any feedback on
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this new functionality.
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this new functionality.
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Known Problems
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6. Known Problems
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--------------
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--------------
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* If you don't see the menu items mentioned above, then GnuCash was
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* If you don't see the menu items mentioned above, then GnuCash was
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not built with --enable-hbci. Please check back on
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not built/compiled with --enable-hbci. Please try to compile GnuCash
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gnucash-devel@gnucash.org for debugging your build.
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by yourself or contact the place where you got your pre-compiled
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version of GnuCash from.
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* Currently each HBCI action can only be executed while you are online;
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* If you cannot select "Chip Card" as security medium, it means that
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support for off-line preparation and queueing is not yet implemented.
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your installed version of the OpenHBCI library has been compiled
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without chipcard support. You will need to recompile OpenHBCI while
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libchipcard is installed, and then you (probably) need to recompile
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GnuCash.
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* Currently each HBCI action can only be executed while you are
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online; support for off-line preparation and queueing is not yet
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implemented.
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If you think you can do better on any of these issues -- why not give it
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If you think you can do better on any of these issues -- why not give it
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a try and start coding on yet more HBCI features? Gnucash only requires
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a try and start coding on yet more HBCI features? Gnucash only requires
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@@ -112,7 +143,7 @@ medium term. So if you want more features, why don't *you* start coding
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today? We definitely welcome any new developer who contributes even the
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today? We definitely welcome any new developer who contributes even the
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smallest improvements.
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smallest improvements.
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Credits
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7. Credits
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-------
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-------
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The excellent OpenHBCI library is written by Fabian Kaiser
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The excellent OpenHBCI library is written by Fabian Kaiser
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@@ -121,5 +152,5 @@ Christian Stimming <stimming@tuhh.de>. Libchipcard is written by Martin
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Preuss <openhbci@aquamaniac.de>.
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Preuss <openhbci@aquamaniac.de>.
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By Christian Stimming <stimming@tuhh.de>
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By Christian Stimming <stimming@tuhh.de>
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Monday, 25 Nov 2002
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Saturday, Feb 1, 2003
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