Moneydance+ and CapitalOne Savings Accounts

bbpeabody's Avatar


22 Jul, 2022 02:59 PM

I've connected my CapitalOne accounts to Moneydance using Moneydance+. I have several accounts with CapitalOne and they all show up in Moneydance with the same name. So, when I go to connect my CapitalOne account with my moneydance account I have no way of knowing which account to connect to. How can I get the account number to display instead of the generic name "360 Savings (USD)" in the "Set Up Moneydance+" dialog box? I have 10 accounts with CapitalOne. 2 of the accounts display as "360 Performance Savings (USD)" and the other 8 accounts display as "360 Savings (USD)". I've attached a screenshot of how it appears in the Moneydance dialog box.

  1. System closed this discussion on 21 Oct, 2022 03:00 PM.

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