Quicken^® Set-up to Access Your Accounts

In order to use the online banking features of Quicken to access your Capital One bank accounts, you will first need to enroll in Online Banking. In addition, if you will be using the “Bill Payment through Capital One Bank” feature in Quicken, you will need to enroll in Online Bill Payment Service. Once this is completed, you will want to set up your accounts in Quicken. Here's how you can get started:

1. Sign On to Online Banking and follow the instruction for online enrollment. During enrollment you will establish a password. This password is what you will use in Quicken when asked for your password. After you establish your password you will be ready to access your accounts via your Quicken software.
2. Start your Quicken program (Capital One supports the current version, plus the two prior versions). If this is the first time using Quicken, you may choose to use the Quicken guided setup assistant and follow the steps to set up your accounts. (If you use the guide, please skip to number 11). If you already have a Quicken file established, or you wish to skip the setup assistant, click Exit Setup, located at the bottom of the screen.
3. Choose the Online Account Services Setup from the Online drop down menu and choose Create New Quicken Account then click Next. At this point you want to select the type of account you wish to add to Quicken. After you have made your selection, click Next.
4. Type a name for this account (or use the default) and then choose Capital One Bank from the drop down list of Financial Institutions. Here you may supply a description of the account.
5. The next screen will ask you information about your last statement. If you don’t have this information readily available, you can click Next and make the necessary changes to your register at a later date.
6. Next you will be prompted to enter your User ID and PIN to connect to Capital One. Enter the User ID and Password you use on our Online Banking Web site.
7. When you click the Next button, Quicken will download the information it needs to connect to Capital One and will then make the connection. At this time Quicken will detect all of your Capital One bank accounts and give you the option to add whichever of these accounts you wish to your file. (If you have more than 6 accounts you will need to run through this process more than once. You can only add 6 accounts at a time due to limitations in Quicken.)
8. You may then follow the steps displayed to set up your accounts. Once you have set up each account, you will be given the message that you have activated your accounts successfully.
9. It is important to remember that in Quicken (Capital One supports the current version, plus the two prior versions) checking accounts are automatically activated for online payment. If you are not enrolled in Online Bill Payment Service through Capital One (or are setting up an account type other than a checking account) you want to deactivate Online Payment for these accounts. If you need to deactivate the Online Payment option for any account you will want to deselect the “Help Me Download Now…” option and click Done. Otherwise, click Next.
10. If you clicked Done, and need to deactivate online payment, simply choose the account from the left navigation then choose the Overview Tab. Choose Change Online Services and deactivate Online Payment.
11. Now you’re ready for online access to Capital One from Quicken. Choose Online Center from the Online drop-down menu. Here you will see several tabs which enable you to set up transfers, bill payments, secure message, etc. The Update/Send Button will allow you to send these requests and download account balances and transactions.

If you have additional questions about Quicken, see our frequently asked questions. For assistance, please e-mail us or call us toll-free at 1-877-442-3764.