Capital one online banking problem

Celine's Avatar

Celine

30 May, 2015 12:47 AM

Hi,
I am trying to set up the connection to my credit card, which is a Capital one and i can't get it to work.
I called Capital One and they assured me that there was not enabling to do and that my login info should simply be the same as the one for my online banking.
I am selecting the Bank Name: Capital One Bank-after 12-15-13, but i'm not sure that's what it should be. It should be Capital One Card Services according to the Capital One representative.
Then i am getting the error 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."
Please help… i'm having such a hard time with MoneyDance so far, i'm starting to regret not to go to Quicken…
Thanks...

  1. Support Staff 1 Posted by Ethan on 30 May, 2015 12:05 PM

    Ethan's Avatar

    Unfortunately, Capital One doesn't supports direct OFX connections for their credit cards, which Moneydance requires in order to talk directly to a bank. We have no idea why they have decided to provide this service for their other types of accounts but not their credit cards, and we unfortunately have little influence over which services banks decide to offer to their customers.

    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 30 May, 2015 12:05 PM.

  3. Celine re-opened this discussion on 30 May, 2015 06:16 PM

  4. 2 Posted by Celine on 30 May, 2015 06:16 PM

    Celine's Avatar

    i see :-(
    The person i talked to at Capital one said it worked fine with Quicken…
    Ho well, it worked perfectly with the downloads, i guess i'll have to do it every so often.
    Thank you Ethan

  5. Support Staff 3 Posted by Ethan on 30 May, 2015 06:23 PM

    Ethan's Avatar

    There are two methods that personal finance software can use to access your accounts: direct connect and web connect. With web connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files, automating the process you would do manually. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. Moneydance only supports automatic connections through direct connect and not web connect, as web connect is unfortunately a propitiatory protocol maintained by Quicken. You can still download OFX, QFX, QIF, and OFC files files from your bank and import them, but there's currently no way to do this automatically from within Moneydance.

    Ethan
    Moneydance Support

  6. Ethan closed this discussion on 30 May, 2015 06:23 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac