Well, mine updated on 03/19 after about 2 months of not updating. Or it says
it updated as opposed to saying "Update unsuccessful". I can't tell if it
did anything as I didn't have any charges. Although today it revert back to
"Update unsuccessful".

- Merg

--
Today's problems don't worry me,
I haven't solved yesterday's yet.


<lkaplan329[at]gmail.com> wrote in message
news:1a089da6-5609-4c26-932b-2ef0308fbab4[at]59g2000hsb.googlegroups.com...
- quote -

FYI to all,

The reason Yodlee may work is explained well in the link below. (For
those who don't want to read it, Yodlee doesn't use OFX or similar
protocols; rather they skim the higher level screen capture output to
get what they need...)

http://umpmfaq.info/faqdb.php?q=171

Amongst all the other reasons listed, I have been loathe to use the
passport/Yodlee connection because I simply am not comfortable having
some external site (or Microsoft) have access to all my accounts and
passwords.

Larry

<lkaplan329[at]gmail.com> wrote in message
news:99171375-fbd6-40b9-8437-2353921eb521[at]s19g2000prg.googlegroups.com...

- quote -

I don't do it from the web. I download directly within Money, which
connects to Capital One through Yodlee. The bank name in the drop-down
lists of credit card providers is "Capital One bank".

Others have complained of similar connection issues. There were
problems related to identifying the correct provider, with respect to
bank accounts vs credit card accounts. I don't know if that has been
resolved.

I experienced similar problems and don't clearly recall the
resolution. I may have logged into my accounts on MSN Money after
setting it up as a Yodlee download in Money. Once set up as a 'Yodlee'
bank in Money, it creates the account on MSN. Within MSN Money I think
you can change the bank. I don't recall if I did that, or not. Play
around with that to see if it works for you.
--
Chris Cowles
Gainesville, FL

On Mar 4, 10:17*pm, "Chris Cowles" <spam_mag...[at]remove-me-
bellsouth.net> wrote:
- quote -

Chris,

Thanks for your reply. How do you download "current activity" that
hasn't posted yet to a statement ? When I go to the download tab, I
am given only a dropdown menu of completed statements. There is no
option to downloan "current transactions". I have to wait until the
end of the billing cycle, then I can download them.

If there's a way, I'd much appreictae a pointer.

Thanks,

Larry

<lkaplan329[at]gmail.com> wrote in message
news:dd9f6302-3412-4bc0-bd4f-0e0b977451f4[at]d4g2000prg.googlegroups.com...
- quote -

I've not been able to offer resolution but can say I download from
CapOne several times a week. I have only a credit card, not a bank
account.
--
Chris Cowles
Gainesville, FL

I had exactly the same trobule as everyone else. I called CapOne and
they told me "it cannot be done". The transactions have to be
downloaded manually.

This does work, and I agree that is is wise to enter them manually
anyway, and let Money match. But I don't like having to wait a month
to download an entire statement's worth at once.

I am a bit amazed by all this, but I suppose shouldn't be.

In the grand scheme of things, this is a modest irritation at worst.
That said, any fix that can be fathomed would be appreciated. (Given
the CapOne's experts told me right away, "it can't be done", I am not
too hopeful.)

Regards to all,

LK

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:

- quote -

"BY" wrote:

- quote -


I have been having the same problem with Capital One automatic updates. I
have a Cap One Online Banking savings account that currently updates itself
without any problems. I also have a Capital One credit card, with a
different online logon/pwd (presumably since it is a separate system from
what I read above). This account actually used to update fine, but somewhere
along the line (maybe in upgrading to MS Money 2007) it stopped working and I
had to start manually downloading my statements.

I recently tried to go back and set up online updates for this credit card
account, but MS Money insists that I need to get a "special OFX logon" from
Capital One and directs me to the Cap One online banking setup page -- for
*non* credit card accounts.

I called Cap One and they said they have no idea why MS Money is doing this.
They have no such "special" logon for credit card accounts. The cust
service rep said she's had a lot of calls about this problem, and neither her
nor her supervisor had any answers. They told me to contact MS Money support
(which I did). MS support pretty much sia d I need to figure it out myself
and directed me to this forum. They also gave me a knowledge base link that
does not work (http://support.microsoft.com/ph/11403).

Anyone already get an answer from MS on this so I don't have to reinvent the
wheel? Thanks!

Noah

"BY" <BY[at]discussions.microsoft.com> wrote in message
news:58C85DDF-5C05-49CD-BEA5-0D9D7AF1C3A3[at]microsoft.com...

- quote -

I manage my Mom's finances using Money. She has a Capital One Visa
which I update online. The bank name is "Capital One" and it
successfully updated yesterday. It uses Yodlee, not direct connect.
There was a problem of misclassification of the banks by Microsoft but
I think it was resolved. If you cannot connect by way of Capital One
bank, call MS Support and describe the problem.
--
Chris Cowles
Gainesville, FL

=?Utf-8?B?Qlk=?= <BY[at]discussions.microsoft.com> wrote on 09 Feb 2008 in
group microsoft.public.money:

- quote -

This is in the Help file for Money 2007 Home & Business under "customer
support":

Online support:
In the United States, visit Money support.
<http://support.microsoft.com/mnyFor all other regions, visit International Support
<http://support.microsoft.com/common/international.aspx> and select your
country of residence.
Phone support:
Phone support is available if you are not able to connect to the
Internet. Toll charges may apply.
In the United States, call (866) 834-8741.
In Canada, call (905) 568-4494.
For all other regions, visit International Support.
<http://support.microsoft.com/common/...tional.aspxTTY support:
Text telephone (TTY/TDD) services are available.
In the United States, call (800) 892-5234.
In Canada, call (905) 568-9641.
For all other regions, visit International Support.
<http://support.microsoft.com/common/...spxConditions:
Microsoft support services are subject to current prices, terms, and
conditions, which are subject to change without notice.


--
Steve B.
New Life Home Improvement

- quote -

Thanks! I'll give that a shot.

- quote -

Do you know how I could go about doing this? I didn't see an obvious link
anywhere to submit a case.

Thank you for all the help!

No need to enter the items manually. You can download all your transactions
into Money from your Capital One credit card web page by Clicking on
Downloads and selecting Microsoft Money. This will automatically be
imported into your Money file.
--
Peace,
BobJ

"Steve" <respond[at]online.newsgroup> wrote in message
news:Xns9A3F7F39874A184365720018436572[at]207.46.248.16...
- quote -

=?Utf-8?B?Qlk=?= <BY[at]discussions.microsoft.com> wrote on 09 Feb 2008 in
group microsoft.public.money:

- quote -

As a next step, I'd open a case with Microsoft tech support. This sounds
like a problem with either Microsoft's or Yodlee's code. A solution
might be a long time coming, but at least you'll get them moving.

In the meanwhile, your choices are to go with another product or enter
your data manually.

Going the manual route isn't as much work as you think, because you need
to do it even if you download transactions from the bank. It's best to
make your own entries, then let the bank entries match them. It can be
*days* before some transactions show up in the download, and you often
can't afford to have your balance off for that long. As an example,
think about those (now rare) paper transactions when the store's credit
card machine is out of order. Those can take a week or more to get into
the system, depending on how fast the store gets them to the bank.

--
Steve B.
New Life Home Improvement

- quote -

Hi Steve,

I just got off the phone with Capital One’s technical support. The
technician confirmed that “Capital One Online Banking” and “Capital One
Online Banking for Credit Cards” are two completely separate services. Login
information for one will not work for the other, and vice versa. We also
confirmed that when trying to add a Capital One credit card account 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 does not work and why
I cannot set up my credit card account with 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. As I said above, this is the wrong service to use for credit card
accounts.

The technician also went on to say that products like Quicken can
successfully differentiate between general online banking and credit card
online banking accounts and will work with the credit card-only accounts like
I have. I have also discovered that the online Yodlee Money Center can
distinguish between these two services.

I enjoy using Microsoft Money, but if it will not work with my new credit
card account, I’m afraid I might have to move on to Quicken or something that
is compatible.

BY

I have a Captal One credit card with no other accounts as well. Although it
routinely says that the Update Fails when trying to synch my account with
the on-line info, it has performed the update a few times successfully. I
think it is something more on Capital One's end than on Money's. My ING
accounts also fail to update a lot as well, but eventually they do update.

- Merg

--
Today's problems don't worry me,
I haven't solved yesterday's yet.


"BY" <BY[at]discussions.microsoft.com> wrote in message
news:58C85DDF-5C05-49CD-BEA5-0D9D7AF1C3A3[at]microsoft.com...
- quote -

=?Utf-8?B?Qlk=?= <BY[at]discussions.microsoft.com> wrote on 09 Feb 2008 in
group microsoft.public.money:

<snip
- quote -

Start by calling Capital One's tech support line. This probably get this
regularly. Let us know what they say.

--
Steve B.
New Life Home Improvement

I am using 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. 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...nrollment.aspx
Capital One Online Banking for CCs:
https://servicing.capitalone.com/c1/Login.aspx

When I received my credit card, I went to the Capital One website and
enrolled in "Capital One Online Banking for CCs" which I use successfully to
monitor my credit card. If I try to use that same login information with
"Capital One Online Banking" I get the following message:

"Online Banking is currently available for Branch Banking, Direct Banking,
and Auto Finance customers only. If you are a Credit Card customer, click the
button below to view your account online."

(Clicking the button below takes you to the URL listed above for Capital One
Online Banking for CCs.)


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) From the main Microsoft Money screen, select "Set up a new account."

2) From the "Choose an account type" screen, select "Credit card."

3) From the "Select a bank or brokerage" screen, select "Capital One bank."
(Note: this is the only option with Capital One appearing anywhere in the
title.)

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 very first page on my bank's website, there is a link showing which
accounts are and are not eligible for Capital One Online Banking. I quote:
Online Banking does not support enrollment using Capital One Credit Cards.



Again, the problem is that Money directs you to the wrong service when you
try to enroll credit card accounts. It takes you to "Capital One Online
Banking" when it should go to "Capital One Online Banking for Credit Cards."

Any similar stories? Am I doing something wrong?