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Towards a Healthier Financial Future

Other Banks | How to: Import .csv Files

Other Banks

1 Login to your online banking account
2 Select your account from the account list
3 You will be redirected to the account transactions page
4 Scroll to the "Transactions" table, click “Download”
5 Select ".CSV"
6 Click "Download"
7 Save the file on your Desktop, or to a folder on your computer
8 The downloaded filename will end in ".csv"
9 Sign in to your Neontra account and select the "My Money" section on the left-hand navigation menu.
10 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
11 Click on "Import Reports" on the right
12 Click on "Browse" and select the file you wish to import.
13 Click on "Upload" or Click and drag the file into the import modal.
14 Categorize uncategorized transactions and/or write a memo
15 Once done, click "Accept Transfers"