Discover Card and Capital One.

Gene Castorina
Gene Castorina Quicken Windows Subscription Member ✭✭✭
edited January 8 in Download, Add/Update Accounts (Windows)

Starting January '26, you will begin managing your Discover card account in the Capital One app and on the Capital One website. I'm assuming that we will need to download to Quicken through Capital1 when this change occurs. Has Quicken given any advice on how we should go about making this change in Quicken?

[Edited-Readability]

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Gene Castorina,

    Thank you for sharing this with us!

    While we are aware there was a merger/acquisition, we have not yet been notified of the change you have mentioned taking place.

    Did you receive some notice of this? If so, you can share it here, and I can pass it along to our teams internally.

    I would also recommend reaching out to the financial institution to ask if they foresee a transition happening with their connection in Quicken. When changes like this happen, updates are only planned/made after the bank contacts Quicken to provide the information.

    Let us know what you find!

    Quicken Alyssa

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  • Gene Castorina
    Gene Castorina Quicken Windows Subscription Member ✭✭✭

    Attached is an email I have received from Discover. I have not seen anything from Capital One other than the new terms and conditions. There is nothing on there web site. In my account, it shows that Quicken is a linked app.

    Starting soon_ manage payments using Capital One.pdf
  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Gene Castorina,

    Thank you for following up and sharing that!

    Unfortunately, I am unable to open the attachment. Could you possibly take a screenshot of the email?

    If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thanks again!

    Quicken Alyssa

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  • Gene Castorina
    Gene Castorina Quicken Windows Subscription Member ✭✭✭

    Here's the screen shot

    image.png
  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Gene Castorina,

    Thank you for sharing that!

    I have passed this along internally to the appropriate teams. They will investigate the issue accordingly.

    Thanks again!

    Quicken Alyssa

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  • Gene Castorina
    Gene Castorina Quicken Windows Subscription Member ✭✭✭

    Capital One has now taken over Discover Credit Card, and I an unable to link my Quicken Discover Card account to the Capital One account. When I try to setup Online services, I'm prompted to use the bank hosted sign-in form. However, my only bank option is DiscoverBank. Capital 1 banking is not. How do I get around this obstacle?

  • twarner1
    twarner1 Quicken Windows Subscription Member ✭✭✭✭

    I just selected "tools\add account" and selected Capital One card services. Authenticated my account and Quicken found the Discover account at Capital One and it was already defaulted to link it to my old discover account. It was pretty easy for me.

  • Bob@45
    Bob@45 Member ✭✭✭✭

    @Quicken Alyssa, The post at

    https://community.quicken.com/discussion/comment/20534557#Comment_20534557

    says there are still open issues with the Discover migration. Can you or @Quicken Kristina update us about what issues are open? Quicken tells us that Discover is going to shut off their old connection method in 2 days. Thank you.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you all for updating this thread.

    @Bob@45,

    The issues we have knowledge of are posted to that Alert. There are a small number of people who may fall under this Alert as well.

    I would save a backup and try switching over. If anything goes wrong, you can restore the backup you saved.

    Back up in Quicken for Windows

    1. Select File > Copy or Backup File...

    WindowsBackupFIle 2025

    2. Select Create a complete backup and click Next.

    WindowsCreateCompleteBackup 2025

    3. To make it easier to identify your latest backup, you can put a check next to Add date to backup file name.

    4. Quicken will show you the location where your backup will be saved, along with the name of the backup file (this is typically your Quicken file name followed by .QDF-backup).

    • The default save location for backup files is C:\Users\[your name]\Documents\Quicken\BACKUP, and we recommend leaving this unchanged.
    • If you need to change this location, click Change... then select a folder to save the backup to. After making your selection, click Save.

    5. Click Create Backup.

    @twarner1,

    Thank you for letting us know what worked for you. Glad to hear it went smoothly!

    @Gene Castorina,

    Were you able to get your accounts successfully migrated? Let us know if you still need help!

    Thanks again!

    Quicken Alyssa

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