How to merge accounts easily?

I have Capital One accounts that recently went over from the 360 login to the main Capital One login. Currently, there is dual-counting of the accounts, but there is also a gap of transaction history. Is there any easy way to de-duplicate/merge these accounts?

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  • Hi David ,

    When Capital One made those changes to their website,disconnecting the account from the Capital One 360 option in YNAB and reconnecting to the Capital One option should've fixed things. Did you end up with one Capital One 360 account and one Capital One account in your budget? If so, the newer account most likely has a different (later) starting date than your original account.

    To fix this, you can follow the steps in this video to Remove the connection to the Capital One 360 account. You can then Edit that account and reconnect it to the Capital One option. That should bring in any missing transactions from when the account stopped importing.

    Once that original Capital One 360 account (now connected through just Capital One) is back up to date, you can delete the duplicate account.

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    • Faness at YNAB Thank you!

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    • Faness at YNAB 
      The video link seems to be broken

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