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Towards a Healthier Financial Future

HSBC | How to: Import .csv Files

HSBC

1 Login to your HSBC online account
2 Select your account from the account list
3 You will be redirected to the account transactions page
4 Scroll to the bottom of the "Transactions" table, click “Download”
5 Select "CSV"
6 Click "Download"
7 Save the file of 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"