tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/7976-capital-one-banking-ofx-problemInfinite Kind: Discussion 2024-02-10T17:57:15Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-28T18:53:49Z2024-02-10T17:57:15ZCapital One Banking OFX problem<div><p>Hi,</p>
<p>I'm starting to have a problem with my Capital One Banking account not working. The error message is</p>
<p>A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server. Error Description: java.net.UnknownHostException: ofx.capitalone.com</p>
<p>Capital One says there's system is working.</p>
<p>This is for a Capital One bank account, not a Capital One 360 or Credit Card account.</p>
<p>Thank you,<br>
Chris</p></div>cwieczorektag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-29T11:12:59Z2018-01-05T19:42:30ZCapital One Banking OFX problem<div><p>Hi Chris,</p>
<p>Sorry to hear of the issue you have encountered when connecting with Capital One. Can you let me know the version of Moneydance you are using? You can check this within Moneydance by navigating to Help --> About Moneydance.</p>
<p>Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:</p>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select the Online->Setup Online Banking button/menu
<br></li>
<li>Click the "Disable" button. If you don't see a disable button, just close the setup window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the same institution.<br></li>
<li>Select the Online->Setup Online Banking button/menu (again)
<br></li>
<li>Click the "New Connection" button and select your bank and hit OK<br></li>
<li>Continue with the setup process, entering your username/password
</li>
</ol>
<p>Make sure you pick new connection, <strong>even though your bank is still one of the connection choices after you disable it.</strong> Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.</p>
<p>Please let me know if you continue to have connection problems after recreating your connection.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-29T16:50:40Z2018-01-05T19:42:30ZCapital One Banking OFX problem<div><p>I'm having the same problem. Capital One states that they are not having issues.<br>
Deleting and adding the account gives the same java error upon selecting the Financial Institution. "java.net.UnknownHostException:ofx.capitalone.com<br>
Various public DNS servers fail to resolve ofx.capitalone.com.</p>
<p>Google:<br>
nslookup ofx.capitalone.com 8.8.8.8<br>
Server: 8.8.8.8<br>
Address: 8.8.8.8#53</p>
<p>** server can't find ofx.capitalone.com: SERVFAIL</p>
<p>DNS.WATCH:<br>
nslookup ofx.capitalone.com 84.200.69.80<br>
Server: 84.200.69.80<br>
Address: 84.200.69.80#53</p>
<p>** server can't find ofx.capitalone.com: SERVFAIL</p></div>Roger Hacketttag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-29T19:32:10Z2024-02-10T17:57:15ZCapital One Banking OFX problem<div><p>Hi Ian,</p>
<p>I followed your instructions and no luck. I'm running MD 2017.7 (1657).</p>
<p>-Chris</p></div>cwieczorektag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-29T21:30:01Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>After some googling this a bit I discovered that Capital One disables Direct Connect on Dec 19 ( originally scheduled for Dec 15). They will no longer support direct connect. I spoke with them and they confirmed this. They said that customers need to move to “Express Web Connect”. This sucks as it requires your ID and password to be stored on a “Quicken” server. I guess we are screwed.</p></div>Roger Hacketttag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-29T21:42:18Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>A Bank forcing customers to give their username and password to a third party, never heard of security have they. In my part of the world the financial institutions specifically tell you to not give your username/password to any third party.</p>
<p>It sounds like a perfect reason to change banks.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-30T16:36:32Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>This stinks. And changing to a bank that currently supports direct connect is a risk because they could decide not to support direct connect in the future, besides being a pain. I guess I'll have to start doing export/import.</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-30T16:56:01Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>How do you even set up the express web connect?</p></div>cheritrahantag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-30T17:33:09Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>Moneydance doesn't support it and rightly so. See explanation in link below.</p>
<p><a href="http://help.infinitekind.com/kb/online-banking-and-bill-pay/express-web-connect">http://help.infinitekind.com/kb/online-banking-and-bill-pay/express...</a></p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-30T17:56:20Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>I guess they should remove Capital One Bank from the list of Supported Financial Systems.</p>
<p><a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-31T04:03:48Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>I am having the same issue as others. Capital One will not allow he reconnect.</p>
<p>Looks like I need a different bank.</p>
<p>Best</p>
<p>Vince</p></div>Vince Massiminitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-31T17:06:44Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>Out of curiosity (and boredom) I did a chat session with a Capital One representative (transcript attached) to see what they know. She says the direct connect was not shut down, only updated. She knows how to make the necessary direct connect update for Quicken users and it involves selecting a new bank name in Quicken (Capital One Bank - New). It also involves some new security feature of a one time PIN being sent. At that point, I didn't bother to get more details about how to make the change in Quicken. I notice there's a Change PIN option in my Settings option on my Capital One Bank accounts, maybe that's how we'd get that, similar to the Access Code we set up in Capital One 360 accounts. I also found a Quicken article about the one time passcode need in Quickbooks, but says to contact a specialist to get the details. I hope someone from InfinteKind will get the official word from Capital One and comment on one of the several posts about this issue.</p>
<p><a href="https://community.intuit.com/questions/1646341-why-aren-t-capital-one-transactions-updating-in-banking-and-credit-cards-i-never-had-an-issue-with-this-until-this-week">https://community.intuit.com/questions/1646341-why-aren-t-capital-o...</a></p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-31T17:32:48Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>After expanding the steps at the bottom of the below link, I'm thinking those are the steps the Capital One chat rep would have given me if I were a Quicken users, which includes enrolling in Express Web Connect. So I'm not hopeful Infinite Kind will have any good official news.</p>
<p><a href="https://community.intuit.com/articles/1638552-direct-connect-online-banking-for-capital-one-will-be-discontinued">https://community.intuit.com/articles/1638552-direct-connect-online...</a></p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122017-12-31T21:13:33Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>Moneydance Folks:</p>
<p>Is there any help for us Capital One users? Are switching banks or software the only options?</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: ppinocci <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-01T23:09:20Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>ppinocci, thanks for the footwork. I also have a C1 360 account and they have an option to generate a specific password for financial software.That's still working with MoneyDance. Lets hope the Bank does the same. If you've logged in to their website or the app lately, you'll have noticed they're putting everything under the same roof.</p></div>Scott M.tag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-01T23:42:54Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>Yes, they put them under the same roof but options are still different between the accounts. I have a feeling they will be making the same BAD change to CapitalOne 360 at some point, not the other way around. From the posts from the Quicken community, it looks like they've been working with Quicken on this new security feature, and it has not been going well. Quicken users are angry. The first post below has an "official response" from Quicken that mentions a new API based solution for Capital One next year.</p>
<p><a href="https://getsatisfaction.com/quickencommunity/topics/new-12-15-17-capital-one-accounts-not-working">https://getsatisfaction.com/quickencommunity/topics/new-12-15-17-ca...</a><br>
<a href="https://getsatisfaction.com/quickencommunity/topics/ongoing-problems-with-capital-one">https://getsatisfaction.com/quickencommunity/topics/ongoing-problem...</a><br>
<a href="https://getsatisfaction.com/quickencommunity/topics/capital-one-express-connect-a-new-wrinkle">https://getsatisfaction.com/quickencommunity/topics/capital-one-exp...</a><br>
<a href="https://getsatisfaction.com/quickencommunity/topics/capital-one-express-web-update-december-15-2017-superfluous-two-factor-authentication">https://getsatisfaction.com/quickencommunity/topics/capital-one-exp...</a><br>
<a href="https://getsatisfaction.com/quickencommunity/topics/new-12-15-17-capital-one-accounts-not-working">https://getsatisfaction.com/quickencommunity/topics/new-12-15-17-ca...</a><br>
<a href="https://getsatisfaction.com/quickencommunity/topics/quicken-does-not-have-the-choice-to-choose-capital-one-bank-new-for-capital-one-bank">https://getsatisfaction.com/quickencommunity/topics/quicken-does-no...</a><br>
<a href="https://getsatisfaction.com/quickencommunity/topics/capital-one-9gkbm2eq12nt2">https://getsatisfaction.com/quickencommunity/topics/capital-one-9gk...</a></p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-02T03:44:47Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>Wow, what a mess. Capital One Investing which was Sharebuilder, has that same passcode option for allowing financial software. So that's yet another group they can alienate.<br>
Let's hope it get sorted out the right way.</p></div>Scott M.tag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-04T22:36:34Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>Is this issue still being worked? I haven't seen any response from Infinite Kind since this thread was first opened.</p></div>michaelbroylestag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-04T23:25:22Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>I just opened a new request a couple of hours ago asking if they were working with Capital One. Will let you know if they reply.</p>
<p>later..<br>
Roger</p></div>Rogertag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-05T04:41:01Z2018-01-05T19:42:29ZCapital One Banking OFX problem<div><p>Having the same issues, please keep me in the loop.<br>
Thanks.</p></div>SALLY L CARPENTERtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-05T08:38:04Z2018-01-05T19:42:28ZCapital One Banking OFX problem<div><p>Hi All,</p>
<p>Sorry for the lack of contact on this thread. I'm afraid I don't have the best news regarding the Capital One connection. From what I'm able to find online, it appears Capital One have taken the decision to discontinue their support for Direct Connect services. This is the only method that Moneydance uses to connect with a bank for automatic downloads.</p>
<p>Capital One have created a connection called 'Capital One Bank - New'. This connection does not support Direct Connect, only Express Web Connect. Although we are looking into implanting other connection types into Moneydance, we will not be implementing this form. This is due to security and you can read ore on the connection methods <a href="http://help.infinitekind.com/kb/online-banking-and-bill-pay/express-web-connect">here</a>.</p>
<p>Although your bank does not support Direct Connect, you should still be able to easily import your data into the program. The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site.<br>
You can download into QFX, OFX, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in <a href="http://help.infinitekind.com/kb/online-banking-and-bill-pay/manual-downloads">this article</a>.<br>
You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.</p>
<p>I wish I had better news to share, especially after the long wait in getting a response from us. I'd like to thank ppinocci for the extensive troubleshooting so far. I'll ensure the Capital One Bank (Not Credit Cards) connection is removed from our supported financial institutions list.</p>
<p>Please let me know if I can be of further assistance.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-05T08:40:41Z2018-01-05T19:42:28ZCapital One Banking OFX problem<div><p>Guess I've never manually downloaded transactions from my C1 bank account before. You have no options. You get the last 100 transactions, or more if you specify. I've been direct connecting always. At least with the credit card you can select a date range, or by statement.<br>
I don't think InfiniteKind will be able to resolve this without using express web connect.<br>
That won't happen, nor do I want it to. It's why I use MoneyDance</p>
<p>Better option might be for a bunch of disgruntled customers to do some complaining.<br>
I didn't see an email address except the abuse one. Can call, chat, or write in.</p></div>Scott M.tag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-05T08:42:16Z2018-01-05T19:42:28ZCapital One Banking OFX problem<div><p>and while I was typing.....<br>
Thanks Ian.</p></div>Scott M.tag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T02:34:56Z2018-01-06T02:34:57ZCapital One Banking OFX problem<div><p>Thanks Ian, now we know how to work around the issue with Capital One Bank. I appreciated your feedback.</p>
<p>I also agree with Scott M. that Capital One Bank interface for downloading transaction is lacking. But this is not issue with Infinite Kind, its a Capital One issue that needs to be address by them.</p>
<p>I would encourage anybody that used Capital One Bank with Moneydance to contact Capital One to encourage enhancements to the download tool. Really 100 transactions only, not date range. This needs to be fixed by Capital One. I will be complaining for sure because I prefer Moneydance to that other product for management of my finance</p></div>michaelbroylestag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T02:45:38Z2018-01-06T02:45:39ZCapital One Banking OFX problem<div><p>Ian:</p>
<p>Thank you. However, Capital One only allows a csv file. Will this work?</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: Ian O <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T02:46:31Z2018-01-06T02:46:32ZCapital One Banking OFX problem<div><p>Michael:</p>
<p>The Capital One website only allows the download of csv files.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: michaelbroyles <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T03:17:50Z2018-01-06T03:17:50ZCapital One Banking OFX problem<div><p>It is possible to import CSV date into Bank and Credit Card accounts, depending on what version of Moneydance you have determines the available methods.</p>
<p>Moneydance 2017 saw the inclusion of a CSV Importer:</p>
<p><a href="http://help.infinitekind.com/kb/online-banking-and-bill-pay/importing-csv-files">http://help.infinitekind.com/kb/online-banking-and-bill-pay/importi...</a></p>
<p>All versions of Moneydance have a Text File Import Extension available:</p>
<p><a href="http://help.infinitekind.com/kb/extensions-2/text-file-importer-extension">http://help.infinitekind.com/kb/extensions-2/text-file-importer-ext...</a></p>
<p>There is a third party CSV importer also available:</p>
<p><a href="https://github.com/stant/mdcsvimporter2015/releases/">https://github.com/stant/mdcsvimporter2015/releases/</a></p>
<p>The third party extension is the most versatile and flexible solution. There is a pointer to some docs near the bottom of the referred to page.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T04:00:30Z2018-01-06T04:00:32ZCapital One Banking OFX problem<div><p>Capital One Bank supports CSV, QFX and QBO file types when downloading transactions. I use the QFX format and use notepad to edit out the transactions that are already in my register before doing the import. I wasn't sure what would happen if I tried importing transactions that were already there and didn't want to take a chance in having to delete duplicates. It's not that difficult, you just have to be careful to leave the header and footer intact. All of the transactions begin with and end with .</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T04:10:44Z2018-01-06T04:10:44ZCapital One Banking OFX problem<div><p>QFX/OFX is by far the best format to use.</p>
<p>If Capital One have done it correctly there should not be any duplicates, if they have not ....</p>
<p>Many banks allow you to date limit what is to be downloaded thud allowing you to ensure you do not get any duplicates in the first place.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T11:47:18Z2018-01-06T11:47:19ZCapital One Banking OFX problem<div><p>Hi:</p>
<p>Well, that is all fine and dandy. But the ONLY selection for download from Capital One is csv.</p>
<p>And when I try “File/Import” per your prior message, Moneydance crashes immediately when I try to select a folder from which to upload the csv file.</p>
<p>Just wonderful.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: dwg <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T11:50:39Z2018-01-06T11:50:41ZCapital One Banking OFX problem<div><p>Hi:</p>
<p>Where do you see a download capability for QFX on the Captial One website? When I click “download” from my account, I only see “csv.”</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: ppinocci <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T11:56:01Z2018-01-06T11:56:01ZCapital One Banking OFX problem<div><p>Vince</p>
<p>If you are getting a crash when trying to import a file, it suggest you may be using a mac running the High Sierra OS.</p>
<p>If you are, you need Moneydance 2017.6 to work around the crash issue introduced in High Sierra</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T12:19:06Z2018-01-06T12:19:08ZCapital One Banking OFX problem<div><p>After I click "Download Transactions", from Account Services and Settings (after doing View Account), I get a popup box with a Select File Type drop-down (see first attachment). When I click the drop-down arrow, I have the three options (see second attachment). I'm using Chrome on a Windows desktop.</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T12:28:24Z2018-01-06T12:28:25ZCapital One Banking OFX problem<div><p>Hi:</p>
<p>I have used Safari and Chrome on a Mac, and I do not get those options with either. Capital One only gives me the option to download a csv.</p>
<p>You are logging into Capital One, right. Not Capital One 360.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: ppinocci <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T12:43:40Z2018-01-06T12:43:42ZCapital One Banking OFX problem<div><p>You now access Capital One Bank and Capital One 360 accounts from the same login session, but yes, it was a Capital One Bank account download session I took the screenshots from. Capital One 360 accounts still supports the direct connect so no need to manually download transactions (yet). Interestingly though, their manual Download Transactions option let's you select the date range of transactions to download. For your issue, it would be interesting to see if you have a Windows computer available to you to try it to see if the issue is with the platform or your account. For your issue, Capital One's Chat or Phone tech support should be able to help you.</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T13:01:20Z2018-01-06T13:01:21ZCapital One Banking OFX problem<div><p>Hi:</p>
<p>Well, I am only able to do Capital One and 360 in separate sessions. If I log into Capital One 360, I can see the Capital One account. But if I try to access it, the page makes me log into Capital One.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: ppinocci <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T13:19:33Z2018-01-06T13:19:34ZCapital One Banking OFX problem<div><p>Not sure how you are doing that since they've combined them. Maybe you are using really old urls. See below link for a demo of their latest site, they sent that url to me in an email on 12/7 with Subject of "Coming soon -- a fresh new online banking experience". Click on Take A Look to see how it should look. And there's a Sign In option in the top right hand corner for you to log into their latest site.</p>
<p><a href="https://www.capitalone.com/newsite/">https://www.capitalone.com/newsite/</a></p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T20:45:11Z2018-01-06T20:45:12ZCapital One Banking OFX problem<div><p>Hi ppinocci</p>
<p>I went to the URL you sent, and it allows me to login. And, as you say, it has a selection for Quicken and Money QFX files.</p>
<p>But the only account that downloads is my Capital One 360 account. My regular Capital One account will not download.</p>
<p>So, have you actually downloaded a QFX file from a Capital One account (not Capital One 360). I have found nothing. I’ll try to call Capital One on Monday when the online banking folks are in the office. (If you call after non-working hours, you get a person, but they are only phone-answerers. They don’t really know the innards.)</p>
<p>Appreciate your assistance. If you can see where I am missing something, please let me know.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: ppinocci <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a><br>
Date: Saturday, January 6, 2018 at 08:19<br>
To: Sebastian Massimini <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
Subject: Re: Capital One Banking OFX problem [Online Banking #7976]</p>
<p>ppinocci</p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T20:56:30Z2018-01-06T20:56:31ZCapital One Banking OFX problem<div><p>Hi dwg:</p>
<p>Thank you very much. Yes. I am running High Sierra. I have 2017.2 for Moneydance.</p>
<p>Do I need to pay to upgrade to 2017.6? I am a bit reluctant to invest $49.99 in a new version of Moneydance until this Capital One problem gets resolved.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: dwg <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T21:10:35Z2018-01-06T21:10:35ZCapital One Banking OFX problem<div><p>If you currently use 2017.2 then an upgrade to 2017.6 is free, Point upgrades within a major release are always free upgrades. 2017 is the major release here.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T21:53:54Z2018-01-06T21:53:54ZCapital One Banking OFX problem<div><p>I was able download transaction from Capital One Bank, but I’m on Windows 10 Chrome. From <a href="https://myaccounts.capitalone.com/accountSummary">https://myaccounts.capitalone.com/accountSummary</a> page click on Account->Account Services and Setting->Download Transaction.</p>
<p>At this point it asks for File Type, options are CSV, OFX, and OSO, once file type is select button changes to Begin Export. It downloads the last 100 transactions.</p></div>michaelbroylestag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T22:11:03Z2018-01-06T22:11:04ZCapital One Banking OFX problem<div><p>Hi dwg:</p>
<p>OK. I downloaded 2017.6 and entered <a href="https://www.capitalone.com">https://www.capitalone.com</a> in the account web address. This takes me to the same website with only CSV downloads.</p>
<p>I downloaded and imported a csv file. About half of the entries imported correctly, including showing a merge with an existing entry. Three came in with incorrect nonzero values, and the rest came in with zero values.</p>
<p>The csv file appears to be correct, and I don’t see any stray commas. Any ideas for the incorrect and the zero transactions?</p>
<p>It seems that some folks are able to download QFX files from Capital One, but I cannot. I’ll call the bank Monday.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: dwg <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T22:33:24Z2018-01-06T22:33:25ZCapital One Banking OFX problem<div><p>Hi Michael:</p>
<p>I just tried the download with Windows 10 and IE. What URL are you using for your login? I have two login IDs—one for Capital One and one for 360. No matter what I do on the Mac or PC version, I cannot get to a download other than csv for the Capital One account.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: michaelbroyles <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-06T22:59:23Z2018-01-06T22:59:25ZCapital One Banking OFX problem<div><p>This is the URL I use to connect to Capitone One Bank: <a href="https://www.capitalone.com/#">https://www.capitalone.com/#</a></p></div>michaelbroylestag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-07T00:25:29Z2018-01-07T00:25:30ZCapital One Banking OFX problem<div><p>Michael:</p>
<p>Thank you. I get the same results at that site. I can download QFX for Capital One 360, but not for Capital One.</p>
<p>I’ll call Capital One on Monday</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: michaelbroyles <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-07T02:00:24Z2018-01-07T02:00:24ZCapital One Banking OFX problem<div><p>Moneydance 2017.6 fixes the crash when you try to import files into Moneydance on High Sierra, nothing specifically linked to the problems with your bank.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-07T16:41:49Z2018-01-07T16:41:52ZCapital One Banking OFX problem<div><p>Vince, What exactly do you mean when you say you can't download QFX for Capital One Bank? Do you get an error? Is QFX not listed in the Select File Type drop-down? Do you not even have a Select File Type drop-down? Does it look totally different than the Download Transactions pop-up in my screenshots? Can you provide screenshots? Are there any other Mac people out there who can chime in that they are either having or not having the same problem downloading QFX from Capital One Bank, just to see if it is a Mac thing?</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-07T16:50:50Z2018-01-07T16:50:50ZCapital One Banking OFX problem<div><p>Hi ppinocci</p>
<p>For Capital One, I get a drop down for downloads, but it is only for csv. If I login to Capital One 360, I get the drop down that allows QFX for Quicken and Money, plus csv. This is the same whether I use my Mac or the Windows VM machine.</p>
<p>So, I am not sure what is up. I will call Capital One online tomorrow to try to see. (I can call today and get a human, but it is just a first level person. Need to wait for business hours to get someone in the know.)</p>
<p>Thanks for the note.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: ppinocci <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-07T22:15:10Z2018-01-07T22:15:12ZCapital One Banking OFX problem<div><p>Good luck with Capital One online support, let us know how it goes.</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-08T22:03:07Z2018-01-08T22:03:07ZCapital One Banking OFX problem<div><p>I am having the same problem with capital one and cap one 360 with Windows 7. I can only download csv files, with no option for any other file type. I called Capital one support and they were no help.</p></div>jcmoor1-nospamtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-08T22:05:54Z2018-01-08T22:05:54ZCapital One Banking OFX problem<div><p>I neglected to mention, that when trying to setup a direct connection with Capital one (not credit cards) I get the same error:</p>
<p>"A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server." I called the bank and they said it was an issue with Moneydance</p></div>jcmoor1-nospamtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-12T00:13:39Z2018-01-12T00:13:40ZCapital One Banking OFX problem<div><p>Folks:</p>
<p>Well, I spent some time on the phone with Capital One. It was not very satisfying. Basically, unless Moneydance “dances” with the new exchange protocol, there will be no sharing or uploading of data with Capital One. In fact, I can’t even log into my Capital One accounts with Moneydance.</p>
<p>Also, Capital One simply will not allow downloads of QFX files. No option. I know some folks say they can, but I cannot and the bank confirmed it. My only option is to download csv files. The transactions download to csv just fine. Gives day, payee, and amount. However, when you import the csv to Moneydance, about 1/3 of the transactions come up with a zero value or with a value less than a dollar. Incorrect. I have tried this numerous time with the same result—a correct csv file but incorrect import. Frankly, the csv import is trash in Moneydance.</p>
<p>The only “less bad” news is that Capital One 360 will still allows Moneydance to connect. You have to go onto the 360 site and make up a new password. So Moneydance has its password, and it is different from your normal web login password.</p>
<p>Also, Capital One 360 will allow a QFX download.</p>
<p>I am totally pissed at Capital One—they knew users are doing online banking, but there was no effort to let us know about changes. However, all I can do is bitch or change banks. I am just bitching now.</p>
<p>So, it appears that there are only three choices:</p>
<ol>
<li>Move your account payment process to Capital One 360 (this is what I am doing for now).<br></li>
<li>Move your bank to one that is supported by Moneydance.<br></li>
<li>Change to Quicken, which is supported by Capital One.</li>
</ol>
<p>I hope that Moneydance can accommodate Capital One in the future—the near future.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: dwg <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-12T00:39:28Z2018-01-12T00:39:29ZCapital One Banking OFX problem<div><p>Sorry to tell you this... but years ago I had Quicken for Hibernia ( now Capital One) after 10!years with Quicken they did the same thing... and said, “sorry, we no longer support Quicken”. Then I had to manually input almost an entire year of transactions. I switched to Moneydance and now the same. It makes me wonder if there is a payoff for these companies to be associated with a certain program. Beyond exceptable....frustrating, and ridiculous!!!<br>
Sent from my iPhone</p></div>sallylcarpentertag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-13T14:47:54Z2018-01-13T14:47:56ZCapital One Banking OFX problem<div><p>I am able to download a QFX file from Capital One Banking for my standard checking account. (I'm using Firefox Quantum 57.0.4 on MacOSX High Sierra). This file imported correctly into Moneydance (2017.5). The default 100 transactions (and now real ability to filter that) is annoying. I will miss being able to do Direct Connect, it was very convenient to pay bills directly out of MD.</p>
<p>I did notice on the Quicken support page for the Capital One Direct Connect transition (link below) that Intuit mentions they are working with Capital One to port to a new API-based access in 2018. To Ian or the other MD support folks, is there a new financial standard API coming down the pike or are banks moving to custom API's? Is this something MD would potentially support?</p>
<p>Link to Quicken article - <a href="https://getsatisfaction.com/quickencommunity/topics/new-12-15-17-capital-one-accounts-not-working">https://getsatisfaction.com/quickencommunity/topics/new-12-15-17-ca...</a></p></div>Joe Piersontag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-13T14:54:01Z2018-01-13T14:54:05ZCapital One Banking OFX problem<div><p>Joe:</p>
<p>Thanks. I am on High Sierra and have tried Safari and Chrome. I can only download csv files from Capital One on either browser. I can do QFX from Capital One 360. I cannot upload transactions on either site.</p>
<p>So I don’t know why you can do it and I cannot.</p>
<p>I would be ok with downloading csv files, but one-third or more of the transactions are imported incorrectly into MoneyDance. The csv file is correct, but MD imports the balance incorrectly.</p>
<p>I also hope that MD can get this squared away.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
<p>[id:<a href="mailto:image001.png@01D3574F.1F7F0F90">image001.png@01D3574F.1F7F0F90</a>]</p>
<p>From: Joe Pierson <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-13T16:17:36Z2018-01-13T16:17:37ZCapital One Banking OFX problem<div><h2><a name="hope-you-don-39-t-mind-but-just-for-giggles-i-chatted-with-capital-one-support-curtis-this-time-and-flat-out-asked-him-what-file-formats-are-supported-with-download-transactions-without-telling-him-the-ones-i-see-see-helpful-part-of-chat-session-below-full-chat-session-attached-so-i-would-work-with-capital-one-to-make-sure-you-are-on-the-latest-platform-and-get-your-accounts-consolidated-and-remember-they-have-branches-still-and-the-people-at-the-desks-are-very-helpful-so-it-might-be-a-better-experience-going-to-a-branch-although-maybe-not-as-convenient-sometimes-they-have-coffee-and-snacks-good-luck-" class="anchor" href="#hope-you-don-39-t-mind-but-just-for-giggles-i-chatted-with-capital-one-support-curtis-this-time-and-flat-out-asked-him-what-file-formats-are-supported-with-download-transactions-without-telling-him-the-ones-i-see-see-helpful-part-of-chat-session-below-full-chat-session-attached-so-i-would-work-with-capital-one-to-make-sure-you-are-on-the-latest-platform-and-get-your-accounts-consolidated-and-remember-they-have-branches-still-and-the-people-at-the-desks-are-very-helpful-so-it-might-be-a-better-experience-going-to-a-branch-although-maybe-not-as-convenient-sometimes-they-have-coffee-and-snacks-good-luck-"></a>Hope you don't mind but just for giggles, I chatted with Capital One support (Curtis this time) and flat-out asked him what file formats are supported with Download Transactions, without telling him the ones I see. See helpful part of chat session below (full chat session attached). So I would work with Capital One to make sure you are on the latest platform and get your accounts consolidated. And remember, they have branches still and the people at the desks are very helpful, so it might be a better experience going to a branch, although maybe not as convenient. Sometimes they have coffee and snacks. Good luck.</h2>
<p>Curtis: It should bring down a dropdown menu where you can select to download transactions as CSV, QFX or QBO (the last two are more Quicken/Quickbooks specific).</p>
<p>Me: Yes, that is what I see, I just wanted to hear it from you. I know of Capital One Bank users who say they can only download CSV for some reason. One of them called Capital One support and was told Capital One Bank only supports CSV for downloads.</p>
<p>Curtis: It's a little tricky right now because we're in the middle of migrating our customers to the new site platform. Therefore, different people, depending on what platform they're on may have different options for now. Also, whether it's 360 accounts or regular Capital One accounts also comes into play with this. CSV does indeed seem to be the most consistent at this point though.</p>
<p>Me: Funny you should mention that. He insists he has to login to separate accounts to access his Capital One Bank and Capital One 360 accounts. And when he logs into his Capital One 360 account, he can export QFX. So I was thinking the same thing, he hasn't gotten his accounts consolidated yet. Do you think that would do it?</p>
<p>Curtis: Yes! For sure. Once he's migrated over and we get all the kinks worked out (it's still not perfected) that should help a lot. If he's still on the separate platforms now though, then yes, it's very possible he'd see different options within the different portals.</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-01-13T16:33:15Z2018-01-13T16:33:16ZCapital One Banking OFX problem<div><p>Hi ppinocci:</p>
<p>Thank you. That at least solves the mystery of the csv.</p>
<p>I am not enthralled with the working to get “all the kinks worked out (it's still not perfected),” but at least we know we aren’t nuts.</p>
<p>Best</p>
<p>Vince</p>
<p>— Sebastian V. (Vince) Massimini DSc<br>
The MITRE Corporation (MS N670)<br>
7515 Colshire Drive<br>
McLean, VA 22102 USA<br>
+1 703 983 5893 (Office) +1 571 226 0722 (Mobile) +1 703 899 5893 (Personal Mobile) +1 703 983 1364 (Fax) <a href="mailto:svm@mitre.org">svm@mitre.org</a><br>
<a href="mailto:vince@massimini.us">vince@massimini.us</a></p>
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<p>From: ppinocci <a href="mailto:tender+df548d8de1@tenderapp.com">tender+df548d8de1@tenderapp.com</a><br>
Reply-To: "<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>" <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>Massimini, Vincetag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-02-22T21:14:52Z2018-02-22T21:14:53ZCapital One Banking OFX problem<div><p>I just spent over 2 hours with Capital One. They don't have a clue and there is NO tech support you can talk with. The Capital One 360 is still listed on the accounts page when you go to set up a new account. This is so very frustrating!</p>
<p>I won't do work-arounds with a bank. Either they support it or they don't. I will be closing my Money Market with them and my credit card.</p></div>Paula Smithtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-02-22T21:55:39Z2018-02-22T21:55:39ZCapital One Banking OFX problem<div><p>I have closed my Capital One Bank accounts because of this issue. I don't have a problem downloading transactions with my Capital One Visa, however, so am keeping it (for now)</p></div>jcmoor1-nospamtag:infinitekind.tenderapp.com,2009-01-14:Comment/443955122018-03-05T17:04:11Z2018-03-06T17:55:14ZCapital One Banking OFX problem<div><p>FWIW, Capital One 360 still has OFX/direct access for transaction download. However, they dropped OFX bill pay a few years ago - around 2013 if I remember right.</p>
<p>BTW, I noticed these posts while looking for Capital One Investing problems as my accounts there have stopped direct connecting as of last Sat. Cap1 Investing has had a couple of outages in the recent past so I wonder if they may be dropping OFX.</p>
<p>Update: Cap1 Investing OFX back on-line 3/6/18.</p></div>avp2