Friday, February 15, 2008

Feb 14: My reply.

That is correct, I am having trouble adding my Capital One account to Money.

I completed the optimization of IE 7 as you suggested.

I spoke with Capital One and they said there were no extra steps that I needed to take to enable my account for OFX support. I then created a new Money file, associated it with one of my Windows Live IDs, and tried to add my account.

1) Main Microsoft Money screen -> "Set up a new account"
2) "Choose an account type" -> "Credit card."
3) "Select a bank or brokerage" -> "Capital One bank."
4) "Yes, I have special sign-in information for use with Money."
5) Entered my user name and password like I use with my Capital One online credit card account.
6) Receive error message saying user name or password was incorrect.

At this point, I would like to reemphasize that I believe Money is trying to use my login information to log on to "Capital One Online Banking" instead of
"Capital One Online Banking for Credit Cards" which are two completely separate services with independent login information (as confirmed by Capital One tech support).

Capital One Online Banking: https://onlinebanking.capitalone.com/capitalone/login.aspx
Capital One Online Banking for Credit Cards: https://servicing.capitalone.com/c1/login.aspx

I am using Money Plus Deluxe. Please see if you can verify that this version of Money tries to use "Capital One Online Banking" for the Capital One credit card service (using the steps I posted above to try to add the account). If it does, I believe this may be the reason Money is not successfully logging in to my Capital One account. If it were charged to point to the "Capital One Online Banking for Credit Cards" service it may fix the problem.

Using the Yodlee Online Money Center, I can add my Capital One credit card account and it will successfully receive automatic updates on its own. I think this is because Yodlee correctly uses the
"Capital One Online Banking for Credit Cards" service, whereas Money incorrectly tries to use the "Capital One Online Banking" service, which does not work with credit cards.

Thank you, and I look forward to your reply.

BY

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