Discover to Capital One - QMac

System
System Member admin
edited February 9 in Download, Add/Update Accounts (Mac)

This discussion was created from comments split from:

Migrating your Discover Card to Capital One.

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  • Grampa2006
    Grampa2006 Quicken Mac Subscription Member ✭✭
    edited January 28

    I wasn't able to link all of my Discover Card data to the new account Discover More, just till 11/1/2025. What did I do wrong? I would like everything in one account. I can't even find Quicken help page on Capital One. Also, because of this problem I spent the morning changing my monthly charges to another cc account as well as Apple Pay choice. I just noticed I'm the only one on Mac in this thread, could that be the difference?

  • Staubert
    Staubert Quicken Mac Subscription Member

    Set up the connection to Capital One. However my transactions won't download.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    I have split you both off into a Mac category.

    @Grampa2006,

    It sounds like you went through the process, but added the account as new instead of linking it to the existing accounts. You will need to delete the new account and then go through the process again. Please follow these steps for QMac:

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

    2. Disconnect ALL Bank of America accounts in Quicken. Here are the steps on how to do that.

    3. Revoke Quickens Third-Party Access from the Bank of America website.

    4. Add accounts back into Quicken.

    To Reactivate Account(s)

    1. Select the account to open its register.
    2. Click the Settings gear in the lower right corner of the register.CenterMediumAccessibilityDelete
    3. Go to the Downloads tab.
    4. Click the Connect Account... button.CenterMediumAccessibilityDelete
    5. Select the financial institution or type in the name to search for it.
    6. Click Continue and complete the flow.
    7. Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials, and carefully link to your existing Quicken account(s).
    8. Click Continue.

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

    @Staubert,

    Are you still not getting any downloaded transactions?

    Looking forward to your responses!

    Quicken Alyssa

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