Setup for Capital One VISA card

Bill99's Avatar


17 Nov, 2015 09:09 PM

I have MoneyDance 2014.5 set up to transfer account data automatically from my Capital One 360 checking account. For this, I used the Capital One 360 selection as the Financial Institution in the Online Banking Setup. However, I cannot get automatic account data transfers to work for my Capital One VISA card (manual OFX downloads do work). There is a "Capital One Bank (Not Credit Cards)" selection and a "Capital One Bank - After 12-15-13" selection. Neither of these works. Is there a financial institution I can use to set up online banking for my Capital One VISA card?

  1. 1 Posted by Scott Meehan on 17 Nov, 2015 09:30 PM

    Scott Meehan's Avatar

    Hi Bill,

    Unfortunately, Capital One credit cards doesn't support direct OFX connections, 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.

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 17 Nov, 2015 09:30 PM.

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