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Login to your online banking account
Select your account from the account list
You will be redirected to the account transactions page
Scroll to the "Transactions" table, click “Download”
Select ".CSV"
Click "Download"
Save the file on your Desktop, or to a folder on your computer
The downloaded filename will end in ".csv"
Sign in to your Neontra account and select the "My Money" section on the left-hand navigation menu.
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
Click on "Import Reports" on the right
Click on "Browse" and select the file you wish to import.
Click on "Upload" or Click and drag the file into the import modal.
Categorize uncategorized transactions and/or write a memo
Once done, click "Accept Transfers"