Capital on Tap integration

Hi @Keith_Porter

Apologies for any confusion. This option will appear shortly. However, please rest assured that the feed is connected and will be running overnight similar to other feeds.


[Edit]
@Keith_Porter - This option should now be there for you.

Thanks. Yes it is there and working.

1 Like

It seems to be working ok. But for whatever reason, it doesn’t import the transaction for the monthly direct debit when paying the credit card.

I would expect this to show on your bank feed where you paid the bill you would then tag it as a transfer to the capital on tap account to make the posting

Yes, this is what I have been doing. Just thought I would mention it because on an AMEX card (and likely others?) the transaction is automatically syncs from the credit card too.

I have managed to link the Cap On Tap Credit Card but my savings account doesn’t show as an option. Is this an error or do savings not link?

Hi @matt.gilmore

Unfortunately the savings accounts aren’t available through Open Banking.

Although the savings accounts are available through Capital On Tap, they’re actually provided by a third party (Clear Bank).