My Capital One savings & credit card accounts have different logins, but Quicken won't differentiate

RonaEdwards

HI THERE

I have a Capital One savings account and several Capital One credit cards. They have different logilns but I just updated one and tried to update the cards, and it kept logging me in to the savings account versus the credit card account. I have tried to disconnect and start again, and it keeps logging me into the wrong account.

This has happened before, but it had been fine for a while. Now it's back. My Quicken Classic is updated on my MacBook Pro. I'm using the desktop app. How can I log out so I can update my credit card accounts? It won't let me no matter what I do. It looks like it has the card account as the only choice for Capital One. But like I said, they have two separate logins. Please advise what to do.

[Edited-Readability]

Quicken Alyssa

Hello @RonaEdwards,

Thank you for sharing your experience. I am happy to help!

Definitely a strange issue that you describe. I can see why it would cause confusion.

After checking your connections internally, I can see you have also tried using different instances of Capital One as well. This was something I was going to suggest, so you were on the right track there.

Please try the following steps:

1. Save a Backup. Steps can be found in this article if needed.

• Select File > Save a Backup...
• Choose a place on your Mac to save the file.
• Click Save Backup. The Quicken backup file will have the extension .quicken2017backup or .quickenbackup.

2. Disconnect ALL Capital One accounts in Quicken. Here are the steps on how to do that.

3. Revoke Quickens Third-Party Access from the Capital One website.

4. Add accounts back into Quicken

Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any of the accounts that are already in Quicken.

• Do you see all of your accounts listed now?
• Are you able to get them all linked without issue?

Let me know how it goes!