You may download your transaction history to Excel by clicking the "DOWNLOAD" button at the bottom of the Transaction History page of the Participant Portal. For Quicken files, there are several commercial tools available for converting Excel files to Quicken file formats (QIF or QFX) such as https://csvconverter.biz/ which offers a free converter of Excel CSV files to Quicken formats. Also, https://www.propersoft.net/ offers a free trial of their converter application and 40% off their CSV2QFX personal license when using promo code RPG40 (see the Participant Transactions to Quicken Guide for additional instructions.) Note: We are not affiliated with CSVConverter or ProperSoft Inc, we are not responsible for their software and we do not provide product support for their respective applications.
Does the website integrate with Quicken? Print
Modified on: Tue, 29 Dec, 2020 at 4:45 PM
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