Capital One 360 - No new transactions - Cannot reset account

scoob8000
scoob8000 Quicken Windows 2017 Member ✭✭

Just realized I haven't been downloading any new transactions from this account for the past few days. No errors, just shows no new transactions. I tried to deactivate the account, unlink it from the bank and reactivate it in quicken.

When clicking sign in, I get a spinning circle for a second then this error. Going to try again in a few days but thought I'd post here in case others were having an issue too.

Comments

  • Scott6
    Scott6 Member ✭✭✭

    Ditto

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @scoob8000 and @Scott6,

    Which instance are you attempting to connect to? Capital One 360 or Capital One - New?

    Let me know!

    -Quicken Jasmine

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  • scoob8000
    scoob8000 Quicken Windows 2017 Member ✭✭

    @Quicken Jasmine

    I'm trying Capital One 360. I just tried it again this morning but get the same thing.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @scoob8000,

    Would you mind attempting to connect using the other instance that I mentioned (Capital One - New)?

    Let me know!

    -Quicken Jasmine

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  • scoob8000
    scoob8000 Quicken Windows 2017 Member ✭✭

    I just tried that, and it did open and log me into the bank and pulled my accounts in, but I don't get the option to link to existing accounts but just to add new ones. Is there a way around that? I rather not have to re-add them as new accounts.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @scoob8000,

    Would you mind checking to see if the existing account is showing as connected? If so, I suggest deactivating the account and then attempting to connect to the new instance to see if the option to link appears. You can follow the instructions below. It is recommended to save a backup before proceeding (just in case).

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    I hope this helps!

    -Quicken Jasmine

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  • scoob8000
    scoob8000 Quicken Windows 2017 Member ✭✭

    Thank you! That worked. I didn't realized I had to deactivate all 3 accounts at the same bank. But I'm fixed now. Thank you again!

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @scoob8000,

    I am happy to hear it, you are very welcome!

    -Quicken Jasmine

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This discussion has been closed.