[GNC] Looking how to automatically download transactions from Capital One

[Kalpesh Patel]

Matatia -

First check https://www.ofxhome.com/index.php/home/directory to make sure that CapitalOne is still supporting OFX downloads. Ditto for PayPal...

If OFX download is still a live thing, then you can generate a client UID (see https://www.tenforums.com/tutorials/130522-generate-globally-unique-identifier-guid-windows.html for Windows platform or goto https://www.uuidgenerator.net/ to generate one online). Then you can add that UUID as 'Client ID" in AqBanking setup screen. With UUID, you will have to play with whether Capital One wants all alpha to be upper cases or it will tolerate lowered cases, and whether it wants dash separators or not  (experimenting is going to be your friend).

See more details in the document at https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect for it.

If you "tech savvy" then you can also manually edit the corresponding AqBanking configuration file somewhere in 'C:\Users\<user_name>\aqbanking' (cd %USERPROFILE%\aqbanking) tree for Windows if you are familiar with it. Looking at Chase's example at https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings shows that you can add 'clientuid = <some uuid4>' stanza to the config for Capital One once you find the corresponding AqBanking config file. 

This is I am going off my head....

-----Original Message-----
From: Matatia Chetrit <jenet at iname.com> 
Sent: Friday, February 16, 2024 11:56 AM
To: gnucash-user at gnucash.org
Subject: [GNC] Looking how to automatically download transactions from Capital One

bs"d

Hello. I looked for ways to automatically download transactions from Capital One.
I tried the Online Banking Setup interface of Aq Banking  - OFX Didn't work with the credentials:

CapitalOne (Banking) 	https://ofx.capitalone.com/ofx/103/process.ofx
**OFX Version=103;APPID=MDNC;APPVER=2012. Must have CLIENTUID set.
	1001 	Capital One 		Whatever your routing number is 


  "id" = "md:1052"
  "access_type" = "OFX"
  "ofx_version" = "103"
  "fi_name" = "Capital One Bank (Not Credit Cards)"
  "bootstrap_url" =
"https://onlinebanking.capitalone.com/ofx/process.ofx"
  "fi_id" = "1001"
  "uses_fi_tag" = "y"
  "app_id" = "MDNC"
  "fi_org" = "Hibernia"
  "app_ver" = "2012"
}
{
  "id" = "md:2019"
  "uses_fi_tag" = "y"
  "access_type" = "OFX"
  "fi_name" = "Capital One Bank (Not Credit Cards)"
  "bootstrap_url" = "https://ofx.capitalone.com/ofx/103/process.ofx"
  "fi_id" = "1001"
  "ofx_version" = "103"
  "app_id" = "MDNC"
  "fi_org" = "Capital One"
  "app_ver" = "2012"

tried OFX Direct Connect, EBICS, Offline Backend & HBCI. Nothing worked. Any Suggestions? 

I also have another paypal account - tried to log in paypal transactions - with paypal interface that didn't work either.

If you have info on that as well that would also be helpful.


Thanks in advance.
Matatia Chetrit
==



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