Capital One Credit Card -OFX Service

Cal Learner · Joined: 02 Aug 2007 Posts: 534

In microsoft.public.moneycentral, -Lary wrote:

>Money Plus now wants a "Special" sign-in for use with Capital one. It states
>that I have to get a special pin from Capital One to provide updates in
>Money. Called OFX Services.
>
>I have tried for several days to get someone from capital one to help wit h
>this, the problem is that they have NEVER heard of OFX services.
>
>anyone know what to do about that?

Looking at
http://www.microsoft.com/money/bankonline.aspx?FirstLetter=C&FinananceOrganisationType=BanksOnly#59
for Capital One Bank, it says to check
https://onlinebanking.capitalone.com/

Searching turns up this:
http://www.capitalone.com/bank/services/online/personalfinancemanagement/money.php

The group for Microsoft Money is microsoft.public.money.

Dr. Noah · Joined: 13 Feb 2008 Posts: 2

"Cal Learner" wrote:

> In microsoft.public.moneycentral, -Lary wrote:
>
> >Money Plus now wants a "Special" sign-in for use with Capital one. It states
> >that I have to get a special pin from Capital One to provide updates in
> >Money. Called OFX Services.
> >
> >I have tried for several days to get someone from capital one to help wit h
> >this, the problem is that they have NEVER heard of OFX services.
> >
> >anyone know what to do about that?
>
> Looking at
> http://www.microsoft.com/money/bankonline.aspx?FirstLetter=C&FinananceOrganisationType=BanksOnly#59
> for Capital One Bank, it says to check
> https://onlinebanking.capitalone.com/
>
>
> Searching turns up this:
> http://www.capitalone.com/bank/services/online/personalfinancemanagement/money.php
>
>
> The group for Microsoft Money is microsoft.public.money.
>

I just posted in the microsoft.public.money forum about my probelms with
this (I'm not sure how to link it, but just search for "Capital One"). Cap
One indeed has a special OFX logon for MS Money, but only for Cap One "online
banking" services (savings, checking, investments, etc.). Cap One credit
cards use a separate online service with a different online logon/pwd. This
service does *not* use a special OFX logon/pwd according to Capital One
customer service. They said that they have had a lot of calls about this
issue lately. Sounds like MS Money 2007 is directing to the Cap One online
banking service when it should be directing to the online credit cards
service.

I emailed MS Money support and they sent me to this forum. Anyone over here
have any ideas? Otherwise, I'll work my way up the tech support chain and
post my findings. In the meantime, I can manually download my OFX
statements, but this whole thing really bugs me because this credit card acct
used to work as well in the past (it probably stopped working when I upgraded
to Money 2007). Thanks!

BY · Joined: 09 Feb 2008 Posts: 7

I posted with the same problem in microsoft.public.money under the subject
"Capital One credit card doesn't work" dated 2/8/08. Go check it out and see
if things sound familiar. I opened a case with MS Tech Support with the
following email:

I am using Microsoft Money Plus Deluxe, and I am having trouble adding my
Capital One credit card account to my Money account. However, I think the
problem may lie with Money and not with Capital One. Read below for details.

There are two separate online services you can enroll in at Capital One. One
of them is for general banking (savings, checking, etc.) and is called
"Capital One Online Banking." The other is called "Capital One Online Banking
for Credit Cards" and is for credit cards only. These are completely
separate, non-interchangeable systems.

Capital One Online Banking:
https://onlinebanking.capitalone.com/CAPITALONE/Enrollment.aspx
Capital One Online Banking for CCs:
https://servicing.capitalone.com/c1/Login.aspx

The problem is that Money directs you to the wrong service when you try to
enroll credit card accounts. That is, Money tries to use the "Capital One
Online Banking" service when adding a credit card account instead of "Capital
One Online Banking for CCs". Here are the steps I took when trying to add my
credit card to Money:

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."
(Note: this is the only option for Capital One.)

4) Select "Yes, I have sign-in information for the Capital One bank website,
but I don't have special sign-in information for use with Money."

5) Select "I want to request sign-in information that I can use with Money.
(recommended)".

The next screen in Money displays the following:
"Follow the instructions on your bank's website to sign up for online
services with Money, and then close the website to return to Account Setup.
Click Next to go to your bank's website."

6) I click Next and am taken to my bank's website to enroll in online
services for use with Money.

On the page I am taken to, it shows which accounts are and are not eligible
for Capital One Online Banking. From that page, I quote: “Online Banking does
not support enrollment using Capital One Credit Cards.”

As you can see, the problem is that Money directs you to the wrong service
when you try to enroll credit cards. It uses "Capital One Online Banking"
when it should use "Capital One Online Banking for CCs." I attempted to
by-pass this step and went back through the account setup steps but this time
chose “Yes, I have special sign-in information for use with Money.” When I
entered my sign-in information in Money like I use at Capital One’s website,
it was declined.

To confirm the problem lied with Money, I spoke with tech support at Capital
One. The technician confirmed that “Capital One Online Banking” and “Capital
One Online Banking for CCs” are two completely separate services. Login
information for one will not work for the other. We also confirmed that when
trying to add a Capital One credit card to Money, Money tries to use the
“Capital One Online Banking” service instead of the one for credit cards.
This is why my login information was declined in Money.

To be more specific, from the “Select a bank or brokerage” screen in Money
after choosing to set up a credit card account, the only option for Capital
One is “Capital One bank” which uses the “Capital One Online Banking”
service, which is the wrong service to use for credit card accounts.

I submitted this problem to the community newsgroups, and I was instructed
to open a case with Microsoft because this seems to be an error in the
software.

"Dr. Noah" wrote:

> "Cal Learner" wrote:
>
> > In microsoft.public.moneycentral, -Lary wrote:
> >
> > >Money Plus now wants a "Special" sign-in for use with Capital one. It states
> > >that I have to get a special pin from Capital One to provide updates in
> > >Money. Called OFX Services.
> > >
> > >I have tried for several days to get someone from capital one to help wit h
> > >this, the problem is that they have NEVER heard of OFX services.
> > >
> > >anyone know what to do about that?
> >
> > Looking at
> > http://www.microsoft.com/money/bankonline.aspx?FirstLetter=C&FinananceOrganisationType=BanksOnly#59
> > for Capital One Bank, it says to check
> > https://onlinebanking.capitalone.com/
> >
> >
> > Searching turns up this:
> > http://www.capitalone.com/bank/services/online/personalfinancemanagement/money.php
> >
> >
> > The group for Microsoft Money is microsoft.public.money.
> >
>
> I just posted in the microsoft.public.money forum about my probelms with
> this (I'm not sure how to link it, but just search for "Capital One"). Cap
> One indeed has a special OFX logon for MS Money, but only for Cap One "online
> banking" services (savings, checking, investments, etc.). Cap One credit
> cards use a separate online service with a different online logon/pwd. This
> service does *not* use a special OFX logon/pwd according to Capital One
> customer service. They said that they have had a lot of calls about this
> issue lately. Sounds like MS Money 2007 is directing to the Cap One online
> banking service when it should be directing to the online credit cards
> service.
>
> I emailed MS Money support and they sent me to this forum. Anyone over here
> have any ideas? Otherwise, I'll work my way up the tech support chain and
> post my findings. In the meantime, I can manually download my OFX
> statements, but this whole thing really bugs me because this credit card acct
> used to work as well in the past (it probably stopped working when I upgraded
> to Money 2007). Thanks!

Dr. Noah · Joined: 13 Feb 2008 Posts: 2

Thank you for your reply, BY. It turns out that my post in the
microsoft.public.money forum was actually a reply to your post.

I started having problems with my Capital One credit card account in MS
Money a while ago but didn't get around to doing anything about it until now.
It looks like you are a step ahead of me, but I will go ahead and submit
another email to Microsoft support. Maybe more than one of us raising a
stink about this will increase the odds that Micro$oft will do something
about it. Thanks, and let us know if you get anywhere with this problem.

Noah

"BY" wrote:

> I posted with the same problem in microsoft.public.money under the subject
> "Capital One credit card doesn't work" dated 2/8/08. Go check it out and see
> if things sound familiar. I opened a case with MS Tech Support with the
> following email:
>
>
> I am using Microsoft Money Plus Deluxe, and I am having trouble adding my
> Capital One credit card account to my Money account. However, I think the
> problem may lie with Money and not with Capital One. Read below for details.
>
> There are two separate online services you can enroll in at Capital One. One
> of them is for general banking (savings, checking, etc.) and is called
> "Capital One Online Banking." The other is called "Capital One Online Banking
> for Credit Cards" and is for credit cards only. These are completely
> separate, non-interchangeable systems.
>
> Capital One Online Banking:
> https://onlinebanking.capitalone.com/CAPITALONE/Enrollment.aspx
> Capital One Online Banking for CCs:
> https://servicing.capitalone.com/c1/Login.aspx
>
> The problem is that Money directs you to the wrong service when you try to
> enroll credit card accounts. That is, Money tries to use the "Capital One
> Online Banking" service when adding a credit card account instead of "Capital
> One Online Banking for CCs". Here are the steps I took when trying to add my
> credit card to Money:
>
> 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."
> (Note: this is the only option for Capital One.)
>
> 4) Select "Yes, I have sign-in information for the Capital One bank website,
> but I don't have special sign-in information for use with Money."
>
> 5) Select "I want to request sign-in information that I can use with Money.
> (recommended)".
>
> The next screen in Money displays the following:
> "Follow the instructions on your bank's website to sign up for online
> services with Money, and then close the website to return to Account Setup.
> Click Next to go to your bank's website."
>
> 6) I click Next and am taken to my bank's website to enroll in online
> services for use with Money.
>
> On the page I am taken to, it shows which accounts are and are not eligible
> for Capital One Online Banking. From that page, I quote: “Online Banking does
> not support enrollment using Capital One Credit Cards.”
>
> As you can see, the problem is that Money directs you to the wrong service
> when you try to enroll credit cards. It uses "Capital One Online Banking"
> when it should use "Capital One Online Banking for CCs." I attempted to
> by-pass this step and went back through the account setup steps but this time
> chose “Yes, I have special sign-in information for use with Money.” When I
> entered my sign-in information in Money like I use at Capital One’s website,
> it was declined.
>
> To confirm the problem lied with Money, I spoke with tech support at Capital
> One. The technician confirmed that “Capital One Online Banking” and “Capital
> One Online Banking for CCs” are two completely separate services. Login
> information for one will not work for the other. We also confirmed that when
> trying to add a Capital One credit card to Money, Money tries to use the
> “Capital One Online Banking” service instead of the one for credit cards.
> This is why my login information was declined in Money.
>
> To be more specific, from the “Select a bank or brokerage” screen in Money
> after choosing to set up a credit card account, the only option for Capital
> One is “Capital One bank” which uses the “Capital One Online Banking”
> service, which is the wrong service to use for credit card accounts.
>
> I submitted this problem to the community newsgroups, and I was instructed
> to open a case with Microsoft because this seems to be an error in the
> software.
>
>
>
>
> "Dr. Noah" wrote:
>
> > "Cal Learner" wrote:
> >
> > > In microsoft.public.moneycentral, -Lary wrote:
> > >
> > > >Money Plus now wants a "Special" sign-in for use with Capital one. It states
> > > >that I have to get a special pin from Capital One to provide updates in
> > > >Money. Called OFX Services.
> > > >
> > > >I have tried for several days to get someone from capital one to help wit h
> > > >this, the problem is that they have NEVER heard of OFX services.
> > > >
> > > >anyone know what to do about that?
> > >
> > > Looking at
> > > http://www.microsoft.com/money/bankonline.aspx?FirstLetter=C&FinananceOrganisationType=BanksOnly#59
> > > for Capital One Bank, it says to check
> > > https://onlinebanking.capitalone.com/
> > >
> > >
> > > Searching turns up this:
> > > http://www.capitalone.com/bank/services/online/personalfinancemanagement/money.php
> > >
> > >
> > > The group for Microsoft Money is microsoft.public.money.
> > >
> >
> > I just posted in the microsoft.public.money forum about my probelms with
> > this (I'm not sure how to link it, but just search for "Capital One"). Cap
> > One indeed has a special OFX logon for MS Money, but only for Cap One "online
> > banking" services (savings, checking, investments, etc.). Cap One credit
> > cards use a separate online service with a different online logon/pwd. This
> > service does *not* use a special OFX logon/pwd according to Capital One
> > customer service. They said that they have had a lot of calls about this
> > issue lately. Sounds like MS Money 2007 is directing to the Cap One online
> > banking service when it should be directing to the online credit cards
> > service.
> >
> > I emailed MS Money support and they sent me to this forum. Anyone over here
> > have any ideas? Otherwise, I'll work my way up the tech support chain and
> > post my findings. In the meantime, I can manually download my OFX
> > statements, but this whole thing really bugs me because this credit card acct
> > used to work as well in the past (it probably stopped working when I upgraded
> > to Money 2007). Thanks!

BY · Joined: 09 Feb 2008 Posts: 7

Maybe by documenting my progress through the support hierarchy we can all
benefit and try to get this problem resolved.

http://msmoneycaponesupport.blogspot.com/

Maybe it will help "rally the troops" on this issue.

"Dr. Noah" wrote:

> Thank you for your reply, BY. It turns out that my post in the
> microsoft.public.money forum was actually a reply to your post.
>
> I started having problems with my Capital One credit card account in MS
> Money a while ago but didn't get around to doing anything about it until now.
> It looks like you are a step ahead of me, but I will go ahead and submit
> another email to Microsoft support. Maybe more than one of us raising a
> stink about this will increase the odds that Micro$oft will do something
> about it. Thanks, and let us know if you get anywhere with this problem.
>
> Noah
>
>
> "BY" wrote:
>
> > I posted with the same problem in microsoft.public.money under the subject
> > "Capital One credit card doesn't work" dated 2/8/08. Go check it out and see
> > if things sound familiar. I opened a case with MS Tech Support with the
> > following email:
> >
> >
> > I am using Microsoft Money Plus Deluxe, and I am having trouble adding my
> > Capital One credit card account to my Money account. However, I think the
> > problem may lie with Money and not with Capital One. Read below for details.
> >
> > There are two separate online services you can enroll in at Capital One. One
> > of them is for general banking (savings, checking, etc.) and is called
> > "Capital One Online Banking." The other is called "Capital One Online Banking
> > for Credit Cards" and is for credit cards only. These are completely
> > separate, non-interchangeable systems.
> >
> > Capital One Online Banking:
> > https://onlinebanking.capitalone.com/CAPITALONE/Enrollment.aspx
> > Capital One Online Banking for CCs:
> > https://servicing.capitalone.com/c1/Login.aspx
> >
> > The problem is that Money directs you to the wrong service when you try to
> > enroll credit card accounts. That is, Money tries to use the "Capital One
> > Online Banking" service when adding a credit card account instead of "Capital
> > One Online Banking for CCs". Here are the steps I took when trying to add my
> > credit card to Money:
> >
> > 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."
> > (Note: this is the only option for Capital One.)
> >
> > 4) Select "Yes, I have sign-in information for the Capital One bank website,
> > but I don't have special sign-in information for use with Money."
> >
> > 5) Select "I want to request sign-in information that I can use with Money.
> > (recommended)".
> >
> > The next screen in Money displays the following:
> > "Follow the instructions on your bank's website to sign up for online
> > services with Money, and then close the website to return to Account Setup.
> > Click Next to go to your bank's website."
> >
> > 6) I click Next and am taken to my bank's website to enroll in online
> > services for use with Money.
> >
> > On the page I am taken to, it shows which accounts are and are not eligible
> > for Capital One Online Banking. From that page, I quote: “Online Banking does
> > not support enrollment using Capital One Credit Cards.”
> >
> > As you can see, the problem is that Money directs you to the wrong service
> > when you try to enroll credit cards. It uses "Capital One Online Banking"
> > when it should use "Capital One Online Banking for CCs." I attempted to
> > by-pass this step and went back through the account setup steps but this time
> > chose “Yes, I have special sign-in information for use with Money.” When I
> > entered my sign-in information in Money like I use at Capital One’s website,
> > it was declined.
> >
> > To confirm the problem lied with Money, I spoke with tech support at Capital
> > One. The technician confirmed that “Capital One Online Banking” and “Capital
> > One Online Banking for CCs” are two completely separate services. Login
> > information for one will not work for the other. We also confirmed that when
> > trying to add a Capital One credit card to Money, Money tries to use the
> > “Capital One Online Banking” service instead of the one for credit cards.
> > This is why my login information was declined in Money.
> >
> > To be more specific, from the “Select a bank or brokerage” screen in Money
> > after choosing to set up a credit card account, the only option for Capital
> > One is “Capital One bank” which uses the “Capital One Online Banking”
> > service, which is the wrong service to use for credit card accounts.
> >
> > I submitted this problem to the community newsgroups, and I was instructed
> > to open a case with Microsoft because this seems to be an error in the
> > software.
> >
> >
> >
> >
> > "Dr. Noah" wrote:
> >
> > > "Cal Learner" wrote:
> > >
> > > > In microsoft.public.moneycentral, -Lary wrote:
> > > >
> > > > >Money Plus now wants a "Special" sign-in for use with Capital one. It states
> > > > >that I have to get a special pin from Capital One to provide updates in
> > > > >Money. Called OFX Services.
> > > > >
> > > > >I have tried for several days to get someone from capital one to help wit h
> > > > >this, the problem is that they have NEVER heard of OFX services.
> > > > >
> > > > >anyone know what to do about that?
> > > >
> > > > Looking at
> > > > http://www.microsoft.com/money/bankonline.aspx?FirstLetter=C&FinananceOrganisationType=BanksOnly#59
> > > > for Capital One Bank, it says to check
> > > > https://onlinebanking.capitalone.com/
> > > >
> > > >
> > > > Searching turns up this:
> > > > http://www.capitalone.com/bank/services/online/personalfinancemanagement/money.php
> > > >
> > > >
> > > > The group for Microsoft Money is microsoft.public.money.
> > > >
> > >
> > > I just posted in the microsoft.public.money forum about my probelms with
> > > this (I'm not sure how to link it, but just search for "Capital One"). Cap
> > > One indeed has a special OFX logon for MS Money, but only for Cap One "online
> > > banking" services (savings, checking, investments, etc.). Cap One credit
> > > cards use a separate online service with a different online logon/pwd. This
> > > service does *not* use a special OFX logon/pwd according to Capital One
> > > customer service. They said that they have had a lot of calls about this
> > > issue lately. Sounds like MS Money 2007 is directing to the Cap One online
> > > banking service when it should be directing to the online credit cards
> > > service.
> > >
> > > I emailed MS Money support and they sent me to this forum. Anyone over here
> > > have any ideas? Otherwise, I'll work my way up the tech support chain and
> > > post my findings. In the meantime, I can manually download my OFX
> > > statements, but this whole thing really bugs me because this credit card acct
> > > used to work as well in the past (it probably stopped working when I upgraded
> > > to Money 2007). Thanks!