Most personal finance tools that automatically import your transactions have long struggled with Capital One.
(For example, simply Google something like “capital one import fixed?”)
This used to be the case with Tiller. Most Tiller customers had to manually re-authenticate their Capital One credentials to import their recent transactions.
Now, however, Tiller supports open banking connections with Capital One.
This means you only need to log in with Capital One OAuth once every 90 days or so to keep your Tiller spreadsheets in sync with your daily Capital One transactions and balances.
Easier financial tracking, greater transparency, and enhanced security
Open banking and OAuth is an incredibly secure way to link your financial accounts to any automated personal finance service like Tiller.
That’s because with open banking, you never share any account credentials with Tiller. Capital One manages your accounts credentials and protects them with the same level of security used for your financial accounts.
And you remain in control of your financial data, with a transparent view of all your account connections.
“Open banking is a banking practice that provides third-party financial service providers open access to consumer banking, transaction, and other financial data from banks and non-bank financial institutions through the use of application programming interfaces (APIs).” – Open banking definition via Investopedia:
Now you can securely, easily, and reliably track all your Capital One accounts in your Tiller spreadsheets, along with all your other bank, credit, loan, and brokerage accounts.
Note that Tiller also supports open banking connections for Bank of America, Citi, Chase, Charles Schwab, and Wells Fargo – with many more to come!
How Capital One OAuth Works with Tiller
First, Capital One OAuth works with all YSL-based Tiller accounts. Legacy accounts (those opened before 2019) do not support OAuth. Read more:
- Upgrading your Tiller data feeds from legacy to YSL
- A quick guide on open banking connections and Tiller
Step 1: Sign into your Tiller Account
Step 2: Find Capital One under “Add New Accounts”
- Once you’re logged into the Tiller Console, Click “Add New Accounts”
- In the pop-up window, search for Capital One and choose your account type
Step 3: Sign into Capital One
- We direct you back to the Capital One website, where you login and authorize Tiller. All of this is done from Capital One’s website so you don’t need to share any credentials with Tiller nor Yodlee.
Step 4: Choose the accounts you want to track in your Tiller spreadsheets
- You’ll see a list of all your Capital One accounts. Choose the accounts you want to track.
Step 5: Your data is imported and ready to autofill your Microsoft Excel or Google Spreadsheets each day
Your Capital One accounts are now ready to link your spreadsheets.
- Choose Microsoft Excel or Google Sheets in the Tiller console
- OR you can open a blank spreadsheet and launch the Tiller Money Feeds add-on for Google Sheets or the Tiller Money Feeds add-in for Microsoft Excel to create a new spreadsheet with your Capital One data
- Your latest Capital One transactions will now update in your spreadsheets automatically each day!
Notices and Updates
You can confirm your connections and when your data was last updated under your account summary.
You’ll also receive an email confirming your account connections.
Capital One OAuth Support for Frustration-Free Tracking
Please share any questions or feedback right here in this thread in the Tiller Community!