tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/2638-download-transactions-from-capital-one-credit-card-servicesInfinite Kind: Discussion 2018-03-17T03:25:35Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492015-09-25T13:22:38Z2015-09-25T13:22:38ZDownload transactions from Capital One Credit Card Services<div><p>Capital One Credit Cards does not support direct connections, so
you'll need to download and import OFX files to get your
transactions into Moneydance. You can also open your bank's
download page directly (after entering the appropriate address in
the Account->Edit Account menu) by going to the menu bar and
selecting Online->Open Account Website.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492015-09-25T13:27:52Z2015-09-25T13:27:52ZDownload transactions from Capital One Credit Card Services<div><p>The reason I'm asking is that capital one supports quicken
direct connect.<br>
Does intuit use a different method than moneydance?<br>
Thanks,<br>
Chuck</p></div>Chuck Fossentag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492015-09-25T14:03:47Z2015-09-25T14:03:47ZDownload transactions from Capital One Credit Card Services<div><p>Capital One supports direct connect for all of their accounts
<em>except</em> credit cards for some reason. We do support
downloading from other Capital One accounts, but for credit cards
you'll need to use the download-and-import method.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492015-10-11T19:29:59Z2015-10-11T19:29:59ZDownload transactions from Capital One Credit Card Services<div><p>I'd like to piggy-back on this conversation, if I may. I never
use Web Connect on any financial website, but have always been able
to use either OFX or QFX downloads to update MD. However, today I
tried to do this for my Capital One credit card, and couldn't do
either of the two. It looks fine at first, but then I get this
error message:</p>
<p>------ begin message ----- There was an error communicating with
your financial institution. The details of this error are
below.<br>
Unable to determine account for payment list<br>
In English, this usually means Moneydance was unable to determine
which account was associated with downloaded information<br>
------ end message ------</p>
<p>I get the same error for OFX and QFX. Any idea what is going on
here? I don't have this problem anywhere else. I was also unable to
open the QFX file in Numbers (Mac), which usually will open those
files. I changed the extension to TXT and opened it in text edit.
The format seems off, with everything running together, no end of
lines.</p>
<p>Then I went over to the Chase website and did the same thing. I
was able to open the QFX file in Numbers as I knew I would, and
when I changed the extension to TXT, I could see the format is very
different. Looks like a proper XML file. Is this something I need
to take up with Capital One? I haven't tried to set up Web Connect.
Should I?</p>
<p>Thanks.</p></div>noramartag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492015-10-12T12:00:06Z2015-10-12T12:00:06ZDownload transactions from Capital One Credit Card Services<div><p>Capital One recently changed the format of their OFX files
slightly. You should still be able to import it into Moneydance,
but you will need to re-select your account in the import window.
Everything should work from there. If you have any trouble, please
let us know.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492015-11-07T03:26:00Z2015-11-24T04:35:02ZDownload transactions from Capital One Credit Card Services<div><p>I've seen several discussions about Capital One credit card
direct download, all of them saying that Moneydance can't connect
directly, but can accept imports of downloaded data. I see the
following message on Capital One's credit card site:</p>
<p>Capital One has recently updated our systems to provide an
increased level of security and additional functionality to our
customers. To continue using Quicken, you will need to complete a
simple account deactivation and reactivation process outlined here:
Quicken Instructions</p>
<p>I clicked on the Quicken instructions link, and saw these steps
for Quicken for Windows 2013-2015 Web Connect; there are several
other options as well (7 in total, for variations of
Quicken/QuickBooks/Mac, and Web Connect/Express Web Connect:</p>
<p>Quicken Instructions<br>
Quicken for Windows 2013–2015 | Web Connect<br>
Task 1: Conversion Preparation</p>
<p>Backup your data file. For instructions to back up your data
file, choose Help menu > Search. Search for Backing Up Your Data
and follow the instructions.<br>
Download the latest Quicken Update. For instructions to download an
update, choose Help menu > Search. Search for Update Software
and follow the instructions.<br>
Task 2: Deactivate Your Account(s) At Capital One Card Services on
or after 9/21/2015</p>
<p>Choose Tools menu > Account List.<br>
Click the Edit button of the account you want to deactivate.<br>
In the Account Details dialog, click on the Online Services
tab.<br>
Click Deactivate. Follow the prompts to confirm the
deactivation.<br>
Click on the General tab.<br>
Remove the financial institution name and account number. Click OK
to close the window.<br>
Repeat steps 2–6 for each account at Capital One Card
Services.<br>
Task 3: Re-activate Your Account(s) at Capital One Card Services on
or after 9/21/2015</p>
<p>Log in to <a href="http://www.capitalone.com">http://www.capitalone.com</a> and
download your Quicken Web Connect file.<br>
Click File > File Import > Web Connect File.<br>
If prompted for connectivity type, select Web Connect.<br>
IMPORTANT: Take note of the date you last had a successful
connection. If you have overlapping dates in the web-connect
process, you may end up with duplicate transactions.<br>
Ensure you associate the account to the appropriate account already
listed in Quicken. You will want to select Link to an existing
account and select the matching account in the drop-down menu.<br>
IMPORTANT: Do NOT select Create a new account. If you are presented
with accounts you do not want to track in this data file, select
Ignore – Don’t Download into Quicken or click the
Cancel button.<br>
Repeat steps 2 – 4 for all of your accounts.</p>
<p>With this, I would have expected Moneydance could now direct
connect to the Capital One credit card website (I understand that
this historically has not been possible). I'm not sure exactly how
to get these steps to work with Moneydance; could a power user
chime in and explain why these instructions will/won't work with
Moneydance to enable direct connecting with Capital One credit
cards?</p>
<p>Thanks.</p></div>jonandkathytag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492015-11-09T12:10:43Z2015-11-09T12:10:43ZDownload transactions from Capital One Credit Card Services<div><p>There are two methods that personal finance software can use to
access your accounts: direct connect and web connect. With web
connect, the software basically connects to your bank's website and
downloads and imports OFX, QFX, QIF, and OFC files automatically.
Direct connect actually connects to a server at your bank instead
of their website and usually requires different login credentials
than you would use to log into your banks website.</p>
<p>Moneydance only supports automatic connections through direct
connect and not web connect. It looks like capital One Credit cards
still only support web connect after their update, so you'll still
need to download and import files from them.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492016-02-05T11:43:24Z2016-02-05T11:43:26ZDownload transactions from Capital One Credit Card Services<div><p>I too am having the same issues trying to download from Capitol
One. Spent an hour on the phone with their tech support that could
not speak English and only knew how to read a script. IF this is
correct that MD does not support web connect, even though I had no
problems with Quicken, then why is it not being fixed?</p>
<p>Another idea would be to create an extension that would automate
the web login and download just for Capitol One. I really do not
want to manually download and import each time.</p>
<p>Thanks,<br>
Ron</p></div>d0275daftag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492016-02-05T19:15:02Z2016-02-05T19:15:02ZDownload transactions from Capital One Credit Card Services<div><p>Supporting downloads from banks that only use web connect is
very high on our requested feature list and is definitely something
we are looking into. Unfortunately, it's not an easy problem to
solve, especially given that their are thousands of banks in the
world. It's at the top of our internal wishlist though, and
something we discuss and research regularly. I can't give a
specific timeline for this, but it is something we are working
on.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492016-04-25T04:03:38Z2016-04-25T04:03:39ZDownload transactions from Capital One Credit Card Services<div><p>Too bad! I was finally ready to dump Quicken and pay for Money
Dance, but I can't automatically download my Capital One MasterCard
transactions.</p>
<p>I now use my Capital One Card several times a day and I update
my transactions through Quicken several times per week. I don't
have time to log in to Capital One's website and manually download
a qfx file several times a week, so I guess I'll have to stick with
Quicken awhile longer.</p>
<p>Not to be abrasive, but if Quicken can do it, you should be able
to also!</p></div>Jimtag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492016-04-25T10:01:21Z2016-04-25T10:01:22ZDownload transactions from Capital One Credit Card Services<div><p>Those are my same thoughts too, and I agree, I do not have time
to go to eight different sites and download a file, then import it,
then finally open it. That is what computers are for, to SAVE you
time, not waste your time.</p>
<p>----- Original Message -----</p></div>d0275daftag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492016-04-30T22:03:12Z2016-04-30T22:03:13ZDownload transactions from Capital One Credit Card Services<div><p>yes, sorry - like your program, really wanted to dump Qkn for
many reasons. But lack of ability to download transactions via web
connect (Capital One credit cards) is a deal breaker for me. Would
definitely switch if this were the case. Downloading then importing
a file from Capital One is not a very plausible workaround on a
regular basis. will revisit MoneyDance if/when this functionality
is introduced.</p>
<p>thank you !</p></div>neektag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492016-04-30T22:22:05Z2016-04-30T22:22:05ZDownload transactions from Capital One Credit Card Services<div><p>Web connect was developed by Quicken so it really should be
called Quicken Web Connect, as far as I am aware there is no
published specification of it so it is not open to all. Hence it is
not easy for any vendor to implement it, therefore a statement like
Quicken can do so someone else should be able to as well is a
misrepresentation at best.</p>
<p>As a reality check, Web Connect and Direct Connect are largely
available to only people in the US - and not all institutions there
support it. Pretty much the rest of the world has to use downloaded
files or enter the data manually,</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/380223492016-05-01T13:01:40Z2016-05-01T13:01:40ZDownload transactions from Capital One Credit Card Services<div><p>Ignore</p></div>Jim