Capital One credit card requires reset -- how do I do this?

Captain Moderate's Avatar

Captain Moderate

28 Sep, 2015 09:21 PM

I have a Capital One credit card and use their downloads to reconcile with MD. Their website now reports a recent security update which requires Quicken users to disconnect and reconnect. I imagine I need to do something similar with MD, but am not sure how. Can you offer instructions? My first attempt failed.

  1. 1 Posted by David Hanley on 28 Sep, 2015 09:36 PM

    David Hanley's Avatar

    Hi A9,

    You can recreate your connection with Capital One by taking the following steps. You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select the Online->Setup Online Banking button/menu

    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select the Online->Setup Online Banking button/menu (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password


    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let me know if you continue to have connection problems after recreating your connection.

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Captain Moderat... on 29 Sep, 2015 03:54 AM

    Captain Moderate's Avatar

    Thanks for the extra-speedy response, David. I am hitting a little snag in the new connection setup process, in which I get a message about registering my computer. This may be exactly what I need to do with Capital One, but I’m a little nervous about whether I have selected the correct institution. Here are the Capital One options:
    Capital One 360
    Capital One Bank (Not Credit Cards)
    Capital One Investing
    Capital One Bank-after 12-15-13

    Do you happen to know which of these is the right choice for a canadian credit card with Capital One? I am trying the last one, but just a little nervous.

    - Don
    __________________________

     "A man who doesn't read good books has no advantage over the man who can't read them." - Samuel Clemens

  3. 3 Posted by Captain Moderat... on 29 Sep, 2015 05:02 AM

    Captain Moderate's Avatar

    Please ignore that last email, David. I just did the disable process then double-clicked on a downloaded file and we are back in business! Thanks again for the very quick and helpful response.

    - Don
    _________________________
    “Millions long for immortality who don't know what to do with themselves on a rainy Sunday afternoon.” -- Susan Ertz, Anger in the Sky

  4. Ian L closed this discussion on 29 Sep, 2015 12:44 PM.

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