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Downloading from Capital One Bank's World Mastercard

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ikelly44

11 Nov, 2015 12:20 AM

How can I download the transactions for my credit card, World Mastercard with Capital One? I tried to used “Capital One Bank - after 12-15-13” It accepted my Username and Password at setup, but then gave me the following message:

"There was an error communicating with your financial institution. The details of this error are below.
Bank Name: Capital One Bank-after 12-15-13
The error code reported by the server was: 2000
It looks like you haven't registered this computer. To register, go to the"Register a Computer"link on the Self Service page in Online Banking or call us at 1 (877) 442-3764. We are available every day from 7 a.m. - 11 p.m. ET.”

I couldn’t find a place online to “register a computer”, so I called the number and was told that Moneydance was no longer supported, only Quicken.
:(
Please help! (I am a Quicken user of almost 25 years, but trying valiantly to move to Moneydance. I work on a Mac.)
Thank you,
Irma Kelly

1. Support Staff 1 Posted by Jenny on 11 Nov, 2015 12:09 PM

   

   Hi Irma,

   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.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Jenny
   Infinite Kind Support

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2. Jenny closed this discussion on 11 Nov, 2015 12:09 PM.

3. ikelly44 re-opened this discussion on 11 Nov, 2015 10:45 PM

4. 2 Posted by ikelly44 on 11 Nov, 2015 10:45 PM

   

   Thank you for your prompt and clear answer, Jenny. But it’s a bummer, a deal-breaker for me. I can’t fuss with that, so am sticking with Quicken for now. — Hopefully in a year or so this will change; I may check back.

   I had really wanted to use Moneydance. It’s reviews were good and I use a Mac, so it would have been great not to have to first boot up Parallels, then Windows 10, and finally Quicken to do my daily financial management. And I liked what I saw so far in the demo software, and InfiniteKind’s tech response was prompt and helpful. But having to go to Capital One’s website and create a file before import is “a bridge too far” for me. :(

   All the best to you and thank you for your help,
   Irma Kelly

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5. 3 Posted by David Hanley on 12 Nov, 2015 12:45 AM

   

   Hi Irma,

   We're working on a feature that will allow Moneydance to import financial information from institutions that do not support OFX direct connections. Unfortunately I cannot give a definitive timeline on it's implementation. Keep us in mind, and hopefully the next time you check back in we'll have all the functionality that you're looking for!

   Hope this helps, and feel free to contact us for any additional support!

   David Hanley
   Infinite Kind Support

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6. David Hanley closed this discussion on 12 Nov, 2015 12:45 AM.

7. ikelly44 re-opened this discussion on 12 Nov, 2015 12:49 AM

8. 4 Posted by ikelly44 on 12 Nov, 2015 12:49 AM

   

   Thanks, David. Any way you could tag this email and let me know when the feature is available?

   Thanks again,
   Irma Kelly

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9. 5 Posted by David Hanley on 12 Nov, 2015 01:00 AM

   

   Indeed I can, I've just linked this ticket with the ticket in our internal issue tracking system describing this functionality. When it is implemented, myself or another one of our staff will respond to this ticket and let you know! I'll leave the ticket open until then. Have a good evening!

   David Hanley
   Infinite Kind Support

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10. 6 Posted by ikelly44 on 12 Nov, 2015 01:22 AM

    

    Thank you!

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11. System closed this discussion on 19 Mar, 2016 05:02 AM.