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MS Money & Quicken Software

How do I link an account using Microsoft® Money?

Microsoft® Money 2005-2007 and Money Plus for 2008 Users

  1. Click ‘Banking’.
  2. Click ‘Add a new account’.
  3. Choose the account type, and then click ‘Next’.
  4. Select Capital One 360 as your financial institution and then click ‘Next’.
  5. Depending on the type of account you are setting up, Money will walk you through additional questions to gather information about your account.

Microsoft Money 2002-2004 Users

  1. From the ‘Accounts & Bills’ menu, select ‘Accounts & Bills Center’.
  2. On the left sidebar, click ‘Set up account’.
  3. Under ‘Assign a financial institution,’ type Capital One 360 then click ‘Next'.
  4. Make sure that Capital One 360 is highlighted and click ‘Next'.
  5. 'What kind of account would you like to set up?’ – Select the Capital One 360 account type.
  6. ‘What do you want to call this account at Capital One 360?’ – You can leave the name as Capital One 360, or you can use your account nickname.
  7. ‘What is the account number?’ Enter your Capital One 360 Account Number. (Please note: This is not your Customer Number.)
  8. ‘What is the opening value of this account?’ If you are a new Microsoft® Money user, you can leave this blank. On the first download, Money will obtain your current balance and adjust the opening balance accordingly.
  9. Money is ready to create this account. If you have other Capital One 360 accounts, you can set them up now; otherwise, click ‘Next'.
  10. Make sure ‘Go to online setup for Capital One 360’ is checked and then click ‘Finish’ to create your account(s).
  11. Click ‘Set up online services’ to the right of Capital One 360.
  12. Make sure that Capital One 360 is highlighted and click ‘Next'.
  13. Money will retrieve the links where you can download statements on our website. When it’s finished, click ‘Done'.

What is Web Connect?

Web Connect (1-Way) is one of the most secure ways to download your transaction activity into Microsoft® Money and Quicken® by signing in to your financial institution's website.

How do I set up Web Connect and download transactions in Quicken®?

Go to the following links to view detailed step-by-step instructions on setting up Web Connect and downloading transaction information.

Quicken for Windows®
Quicken for Macintosh®

What if I don't see Capital One 360 listed as a Financial Institution?

First, make sure that your copy of Quicken® includes the most recent updates, by clicking on the "UPDATES" button (looks like a lightening bolt). If you do have the most recent version, try again.

Can I download more than one account?

Yes. Intuit's Quicken for Windows® and Mac® allow you to download multiple accounts at the same time. However, for the best performance when downloading account information for the first time, we suggest that you download only one account at a time.

Can I download past transactions?

Yes, you can download up to 32K of data containing past transactions that you’ve made with your account.

What do I need to access my Capital One 360 balances and transactions via Quicken®?

  • Any version of Quicken installed and registered on your machine
  • An active Internet connection
  • Your Capital One 360 Access Code 

That's all you need! You don't have to call us to activate your account, request another Code or mail in an application like you would with many other banks. We make it simple.

Go to the following links to view detailed step-by-step instructions on setting up Web Connect and downloading transaction information.

Quicken for Windows®
Quicken for Macintosh®

Don't have an Access Code? Learn how to get one. Opens a new window

Quicken for Windows® – Setting Up Web Connect

Quicken® 2001-2006 Users
Intuit has disabled online services and live technical support for Quicken 2001-2006 users. Customers will no longer be able to download their Capital One 360 account information into these older versions of Quicken. Please know that this change was mandated by Intuit, not Capital One 360. You will need to purchase an upgrade to Quicken 2007 to continue downloading your data.

Check out the latest on Quicken Service Discontinuation Policies Opens a new window

Quicken® 2007 – 2009 Users

Activating a Quicken Account for Web Connect and Downloading Transactions for the First Time
The following steps explain how to activate your existing Quicken accounts(s) or create one or more new Quicken accounts for Web Connect online access.

  1. Sign in to capitalone360.com and select the account you would like to set up with online access. Click the ‘Download’ button on the 'Transactions' tab.
  2. Choose the date ranges you would like to pull from your Capital One 360 statement. Click the ‘Quicken’ button.
  3. Click the Use an Existing Quicken account and select an account from the list, or click the Create a New Quicken account button and type a name for the account, and then click Continue.

    Note: You only need to select the account for this first download. After the account is activated for Web Connect account access, future downloads will download to this account automatically.
  4. When Quicken confirms that the Web Connect data has been successfully downloaded to Quicken, click OK.

Downloading Transactions After Your First Session

  1. Sign in to capitalone360.com.
  2. Click the ‘Download’ link above your account summary.
  3. Choose the date ranges and then click the ‘Quicken’ button.

Quicken for Macintosh® – Setting Up Web Connect

Quicken® 2001, 2002, 2003, and 2004 Users
As of April 30, 2007, Intuit has disabled online services and live technical support for Quicken 2001, 2002, 2003, and 2004 users. Customers will no longer be able to download their Capital One 360 account information into these older versions of Quicken. Please know that this change was mandated by Intuit, not Capital One 360. You will need to purchase an upgrade to Quicken 2007 to continue downloading your data.

Quicken® Mac 2005-2007 Users

Creating a New Quicken Account

 

  1. Choose File, then select 'New Account.' A dialog box will appear. Choose Capital One 360 from the financial institution list.
  2. The New Account Assistant will guide you in setting up your account and enabling it for transaction download.

 

Activating a Quicken Account

 

  1. Choose Lists, then ’Accounts’. Select the account you want to enable and click ‘Edit’.
  2. Select Capital One 360 from the financial institution list.
  3. Follow any onscreen instructions that appear.
  4. Sign in to capitalone360.com and click the ‘Download’ link. Choose the date range to download account information.
  5. Click the ‘Quicken’ button. You may be given the option to save data in a file for later processing. If you choose this option you will be prompted for a file name and location. When you are ready to have Quicken process the saved data, choose ‘Import Web Connect’ from the File menu and select the file you saved earlier.
  6. Select whether you want to download the information into an existing Quicken account or have Quicken create a new account and click ‘Continue’. It is only necessary to select the account the first time you download transactions. Once the account is enabled for Web Connect access, future downloads will download to this Quicken account automatically.

 

Downloading Transactions for the First Time

 

  1. Click the ‘Download Transactions’ button. Then click the ‘Download’ button. You will be brought to capitalone360.com.
  2. Sign in and click the ‘Download’ link on the account summary page. Choose the date range you would like to download account information from and then click the ‘Quicken’ button. You may be given the option to save the data in a file for later processing. If you choose this option you will be prompted for a file name and location. When you are ready to have Quicken process the saved data, choose ‘Import Web Connect‘ from the File menu and select the file you saved earlier.
  3. Select whether you want to download the information into an existing Quicken account or have Quicken create a new account. Click Continue. It is only necessary to select the account on this first download. Once the account is enabled for Web Connect access, future downloads will automatically download into this Quicken account.

 

Downloading Transactions After Your First Time

 

  1. Choose ‘Online’, then ‘Download Transactions’.
  2. Choose Capital One 360 from the pop-up menu.
  3. Choose an account name from the Account pop-up menu.
  4. Click ‘Download’.
  5. It will bring you to capitalone360.com, sign in and click the ‘Download’ link. Choose the date ranges to download account information from and then click the ‘Quicken’ button.
  6. It will automatically download your information.

 

How do I set up Web Connect using Microsoft® Money?

Setting up Web Connect – ALL VERSIONS of Microsoft Money and Money Plus for 2008

  1. Sign in to capitalone360.com.
  2. Select an account and click the ‘Download’ button on the 'Transactions' tab.
  3. Choose the date range you would like to download and then click the ‘Microsoft Money’ button.
  4. Select an existing account or choose ‘New’ to create a new account
  5. After choosing or creating an account, choose Capital One 360 from the financial institution list.
  6. Money will automatically import your account information.

Please note: Microsoft has discontinued support for Microsoft Money. You'll still be able to download transactions but some of the features within your program may not be available anymore. Please visit Microsoft's online FAQs to learn more Opens a new window.

How do I download transactions using Microsoft® Money?

Downloading Transactions – Microsoft Money – ALL VERSIONS

  1. Sign in to capitalone360.com
  2. Select the account you would like to download
  3. Click the ‘Download’ button on the 'Transactions' tab
  4. A ‘File Download’ dialog box will appear, select ‘Open file from current location'
  5. The file download is complete:
    • You can choose to open Microsoft Money and import the files immediately or retrieve the files later. The file will be downloaded the next time you open the software.

Please note: Microsoft has discontinued support for Microsoft Money. You'll still be able to download transactions but some of the features within your program may not be available anymore. Please visit Microsoft's online FAQs to learn more Opens a new window.

Can I use my personal finance software to track my transactions?

Sure. Downloading your financial transactions to your personal finance software, like Quicken®, Money® or CSV downloads works the same way it does for our other accounts. To download your transactions, click on your account and click on the ‘Download’ link.

Capital One 360 requires Customers to use Web Connect to download their Capital One 360 account information.

Please note: If you’re using personal financial management software other than what’s listed above, you may need to create an Access Code in order to pull your Capital One 360 information into the tool. Check out the Personal Finance Access Code section of the Help Center for more information.

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