Capital One
I have a couple of accounts with Capital One. I was able to download transactions from Capital One 360, but not my credit card. Which connection do I chose? Also, is there a way to save my password for the 360 account or manage passwords from all of my accounts? I'm coming from Quicken where you could manage your passwords if you changed them. Thanks!
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1 Posted by Jerome on 02 Nov, 2015 08:24 PM
Hi Amanda,
Unfortunately, Capital One doesn't support direct OFX connections for their credit card customers, which Moneydance requires in order to talk directly to a bank. The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly 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.
You can set Moneydance to remember your Online Banking passwords by selecting File ->Passwords from the Moneydance Menu Bar, and then check the box next to "store online passwords in file."
I hope that this is helpful. Please let us know if we can be of further assistance!
Jerome
Infinite Kind Support
Jerome closed this discussion on 02 Nov, 2015 08:24 PM.