Guideline 401(k) - Request to add Quicken Connection

Question

I do not see an option to support web/express/direct connection with Guideline 401(k). They support syncing Guideline accounts to third-party sites such as Mint or Personal Capital, why not quicken?

Thanks - David

Boatnmaniac · Answer

Does Guideline offer the ability to download transactions from your 401k account in QIF format?  If so you could try setting up your 401k account as a manual account in Quicken, then downloading/saving the QIF file from Guideline, modifying and then saving that QIF file and then manually importing that modified file into Quicken.  I had a 401k account held at PayFlex several years ago and it worked quite well for me.  There are two methods I know of for modifying the QIF file:* Download and install ImportQIF (http://www.quicknperlwiz.com/). 
 Its a freeware program developed by a long-time Quicken user and one of
 the more active Quicken Community members.  It modifies the QIF file so
 it can be imported into Quicken.  I have not used this program myself 
but others have posted in this forum that it works quite well.
* There
 is another manual process using Notepad for converting a QIF file so 
that it can be imported into 
Quicken:  https://community.quicken.com/discussion/7150750/faq-how-to-import-qif-files-into-non-cash-accounts-post-q2004#latest. 
 I used this process with an unsupported 401K account for several years 
and it worked quite well for me.  Once I got the process nailed down I 
could download the QIF, modify it in Notepad, save the file and then 
import it in just a couple of minutes so it was pretty fast.

If this doesn't work for you and since Guideline does not support Quicken, the only other way I know of to include your 401k account in Quicken is to set it up as a manual 401k account and manually enter all the transactions.

Tyson Dexter · Answer

So there is no way to include/import my Guideline 401k plan into Quicken for Windows?

Gil_B · Answer

Guideline's does provide the ability to allow 3rd Part Platforms to have access to their data.

From: Guidelines
 Third Party Access
 To sync your Guideline account to a third party site such as Mint or Personal Capital, Guideline suggests you utilize this system-generated password rather than your standard password. System-generated passwords add an additional layer of security by limiting third party access to basic information such as balances and transaction history.
 The password used to access your personal Guideline account will not be affected.

https://success.guideline.com/hc/en-us/articles/360037540912-How-do-I-sync-my-Guideline-account-to-a-third-party-financial-tracking-site-