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CTB | How to: Import .ofx and .qfx Files

Canadian Tire Bank

Canadian Tire Bank

1

Login to your Canadian Tire Bank online account

2

At the top of the page, select "Details" from the navigation menu

3

In the "Transactions" section, choose the desired "Statement Period"

4

Scroll to the bottom of the page

5

Next to the "Download" button, select either “Quicken” or “Microsoft Money” from the “Download As” menu

6

Click "Download"

7

Save the file on your Desktop, or to a folder on your computer. The file will have either a “.ofx” or “.qfx” extension.

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"