When I download from Capital One, I get a QFX file. I rename it to OFX, but the transactions always import with the payee in the Memo field. Having some way to correct that prior to importing the data would be terrific!
Please let me know if you would like to share, or have any tips.
For the QFX name thing, see
Do you use PocketSense? It does not download Capital One bank or credit card directly, but maybe you use it for something else.
Thanks Cal, I don't have any problems renaming QFX to OFX, and I think I've solved the Payee in the Memo field using the MT2OFX tool. It has a "swap Memo and Payee field" checkbox built right in.
Also, I do have Pocketsense, and had limited success setting it up. Citibank credit card works fine with pocketsense, but Chase credit cards don't, so far. It seems little advantage to use Pocketsense as these are my only two credit card accounts, and both
banks allow me to download QFX files using custom dates, rather than have to adjust the default interval if I should forget to run Pocketsense on a regular schedule.
Because Citicards do it right with the FITID, you can set defaultInterval: (global) or mininterval: (in the sites.dat Citicard descriptor) to something significantly longer that how often you download. For example, I have PS download 5 days
per week with the Windows Scheduler running a batch file. Duplicates are ignored, so no problem with overlap. If I downloaded less frequently, I would set the interval much longer.
For my other credit card and for Citi banking, I use OFX or QFX web download. For the banking, I specify the interval as you do. I bring those in via web maybe once per month or even less frequently. I use them less than the Citicard.
