Adding Capital One Accounts in Quicken for Windows

Product Version
Windows

Overview

The connection method for Capital One accounts in Quicken has changed and the process for adding these accounts to Quicken has also been updated.

Before you begin: If you have multiple Capital One accounts

Capital One is changing its connection types with all of its financial institutions, and this means you'll need to authorize your accounts for each Capital One financial institution individually.

For example, if you have a checking account with Capital One 360, and a credit card account with Capital One - Credit Cards, you would need to go through the process twice, one for each financial institution.  Don't worry–Quicken will prompt you if you need to go through the process more than once.  

If you do need to go through the migration process more than once, it's important that you don't uncheck any accounts listed on the authorization screen, unless you don't want to see the account at all in Quicken:

Adding Capital One Accounts in Quicken for Windows

If you uncheck accounts during the process, this will revoke your authorization, and prevent the accounts from updating.  

NOTE: if you have multiple accounts with just one Capital One financial institution, you'll only need to go through the process once.

Instructions 

  1. At the top of the Account Bar, click the + (plus sign) button. In Quicken 2016, click Add an Account at the bottom of the Account Bar.
  2. Click a Spending & Saving account type, such as Checking, Savings, or Credit Card.
  3. Click Get Started.

Adding Capital One Accounts in Quicken for Windows

  1. Enter your Capital One username and password and click Sign In.
  2. Check all the accounts listed and click Authorize.

Adding Capital One Accounts in Quicken for Windows

 

 
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