CapitalOne

Alan's Avatar

Alan

24 Feb, 2020 03:29 PM

Hello I cannot seem to get downloading from Capital One for a credit card. What is the proper way to do?

  1. Support Staff 1 Posted by Ethan on 24 Feb, 2020 03:35 PM

    Ethan's Avatar

    Hello,

    Unfortunately, Capital One doesn't support direct OFX connections for their credit cards, 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, OFX, OFC, or QIF 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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 24 Feb, 2020 03:35 PM.

  3. Alan re-opened this discussion on 25 Feb, 2020 12:26 AM

  4. 2 Posted by Alan on 25 Feb, 2020 12:26 AM

    Alan's Avatar

    Thanks for the quick response. All my other accounts download just fine.

    I'm glad someone has a well supported alternative to Quicken that is NOT a "cloud" app.

    Cheers

  5. Ethan closed this discussion on 18 Mar, 2020 12:50 AM.

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