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Towards a Healthier Financial Future

CNS | How to: Import .csv Files

Bank of Nova Scotia

1 Log in to your BNS online account
2 Select your account
3 Scroll down to the "Your Transactions"/"Posted Transactions" section
4 Select a date range
5 Click Search
6 Scroll to the top of the page and select "Download". Choose the "CSV" option
7 Save the file on your Desktop, or to a folder on your computer
8 Sign in to your Neontra account and select the "My Money" section on the left hand navigation menu.
9 Navigate to the corresponding account. Cash accounts are listed in the "Cash Accounts" tab, credit cards in the "Credit Cards" tab, and investment accounts in the "Investments" tab
10 Click on "Import Reports" on the right
11 Click on "Browse" and select the file you wish to import.
12 Click on "Upload"
13 Categorize uncategorized transactions and/or write a memo
14 Once done, click "Accept Transfers"