Capital One 360

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System
System Member admin
in Download, Add/Update Accounts (Mac)
This discussion was created from comments split from: I upgraded to 6.2.1 today and now get an error when downloading transactions.

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  • Michael Steele
    Michael Steele Member ✭✭
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    I am also experiencing a problem, only with my CapitalOne360 accounts. The errors indicate the accounts cannot be found. When I click on "Fix" I am told that the accounts need to be reauthorized for Quicken access. The reauthorization steps begin with signing in but the sign-in doesn't recognize the user name/password combo that does still work when I use the CaptialOne360 website. I did sign out of Quicken but no change when I signed in again.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
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    Hello @Michael Steele

    Thank you for visiting the Community to post your issue although, I apologize that you have not received a response.

    I would recommend deactivating the Capital One accounts, removing the keychain password, and reactivating accounts. Please follow the steps listed below to complete this troubleshooting.

    First, deactivate all the accounts with the affected financial institution

    1. Open Quicken.
    2. Go to the Accounts menu and choose Hide and Show Accounts;
    3. Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists;
    4. When complete, click on the account name for your account(s) in the Accounts toolbar in Quicken.
    5. Click the Settings icon in the bottom right corner of the screen.
    6. Select the Downloads tab.
    7. Click on Disconnect Account.
    8. Click Done. Do this on each account with this FI. 
    9. Quit Quicken.

    Second, delete Quicken passwords from the Keychain

    1. Open Finder and go to Applications > Utilities > Keychain Access app;
    2. On the left panel in the Keychain app, set the Keychains to log in and the Category to Passwords.
    3. Find and delete any entries that show Quicken or Quicken Connect and this FI name;
    4. Quit the Keychain Access app and open Quicken.

    Third, update the bank list in Quicken

    1. Go to Accounts > New and pick an account type matching one of the affected accounts.
    2. At the bottom of the window that lists the financial institutions, click the "My bank is not listed" question mark icon; then click Update List.
    3. When the list finishes updating, it will display the current date. Click the Show List button to continue.

    Lastly, re-add the accounts

    1. Type the name of the financial institution and make the appropriate selection.
    2. Enter your login credentials and click Continue.
    3. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.
    Please let me know if these steps work to resolve the issue.

    -Quicken Tyka
    ~~~***~~~
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