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Capital One account - keeping acct numbers for authorized users in Quicken [Edited]

jgmat

I have a Capital One credit card that has two authorized users, each with their own account numbers. When I update the account in my Quicken, it won't retain the other account numbers. Is there any way to keep the account numbers associated with the authorized users in the Quicken data? Even if it is just included in a memo or something. [Edited-Readability]

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Comments

Sceptic

@jgmat you could use Tags to record which transaction belongs to which authorized user. This will allow you can keep the Memo field free for other uses.

If you use Tags, you can add a Tag column to your account register, or put the tag in the Category field by using a slash - Category/Tag.

splasher

The name on the credit card is not a piece of information that is provided for download in the Capital One CCs.

You would need to convince Capital One to put that information in the Memo since Quicken can't provide information that is not available to them.

Now, if you are very clever, you could do Web Connect (.QFX) file downloads from CapOne, process the downloaded .QFX file to change the contents of the memo field to the appropriate cardholder's name using the value in the ACCTID field of each transaction. After doing that processing, you could then import the .QFX file and have the card holder's name in the memo field.