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126 lines
5.1 KiB
Plaintext
126 lines
5.1 KiB
Plaintext
README.HBCI
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-----------
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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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finance manager.
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HBCI (Home Banking Computer Interface) is a standard used by German
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banks for offering online banking service. Through this standard,
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business actions like statement retrieval, initiate bank transfer, or
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direct debits can be invoked by any HBCI-compliant client application,
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i.e. now also from GnuCash. Authentification and encryption is done
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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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print on paper, signs it, and sends it to his bank.)
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Requirements
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------------
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OpenHBCI 0.9.3 or later
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http://sourceforge.net/projects/openhbci
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which in turn requires:
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Libchipcard 0.6, http://sourceforge.net/projects/libchipcard
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and OpenSSL any 0.9.x, http://www.openssl.org
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Then you can build GnuCash 1.7.2 with:
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./configure --enable-hbci --with-openhbci-prefix=/your/openhbci/prefix
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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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GnuCash.
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Quick Tour
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----------
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HBCI support is accessible through a few new menu items:
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* Setup: In the main window with the account hierarchy, the "Tools" menu
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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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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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send feedback)
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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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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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a second time.
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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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account should be matched with each HBCI account.
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* Account functions: In the register window of your GnuCash accounts,
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you now find the submenu item "Online Actions" ("Online Aktionen") in
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the menu "Actions" ("Aktionen"). Each item in this submenu invokes a
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particular HBCI action: "Get Balance", "Get Transactions", "New
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Transfer", "New Direct Debit" ("Abfrage Saldo", "Abfrage Kontoums<6D>tze",
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"Neue <20>berweisung", "Neue Lastschrift"). Of course those menu items will
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only do anything if that particular GnuCash account was matched to a
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HBCI account in the setup druid; otherwise, simply nothing will happen.
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How to perform each action will be explained in the respective
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dialog windows.
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* Preference: By default, the user has to enter his password/PIN each
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time a HBCI action is performed. If you prefer to have your password
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cached in memory during your gnucash session, you can enable this by
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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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Of course the password/PIN is *never ever* stored on disk anywhere.
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Known Banks
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-----------
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OpenHBCI/Gnucash is successfully being used with:
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- Deutsche Bank
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- Kreissparkasse Hannover
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- Hamburger Sparkasse
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- Sparkasse Wilhelmshaven
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Call for Feedback
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-----------------
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If you encounter an error, don't hesitate to report it on
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gnucash-devel@gnucash.org and on openhbci-general@lists.sf.net . Please
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remember to include the version numbers of gnucash and openhbci as well
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as any console output and/or HBCI connection log.
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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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this new functionality.
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Known Problems
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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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not built with --enable-hbci. Please check back on
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gnucash-devel@gnucash.org for debugging your build.
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* Currently each HBCI action can only be executed while you are online;
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support for off-line preparation and queueing is not yet 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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a try and start coding on yet more HBCI features? Gnucash only requires
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some C and Gtk/Gnome knowledge, and other developers in the IRC channel
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#gnucash, irc.gnome.org, will always assist you with problems arising
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during coding. You don't need to know anything about HBCI since OpenHBCI
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will do everything for you. Also, I (Christian Stimming) will withdraw
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from HBCI/Gnucash development due to personal/time constraints in the
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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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smallest improvements.
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Credits
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-------
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The excellent OpenHBCI library is written by Fabian Kaiser
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<fabian.kaiser@gmx.de>, Martin Preuss <openhbci@aquamaniac.de>, and
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Christian Stimming <stimming@tuhh.de>. Libchipcard is written by Martin
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Preuss <openhbci@aquamaniac.de>.
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By Christian Stimming <stimming@tuhh.de>
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Monday, 25 Nov 2002
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