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Other Banks | How to: Import .ofx and .qfx Files

Other Banks

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 ".ofx" or ".qfx" or "Quicken" from the "Download format" menu

6

Click "Download

7

Save the file on your Desktop, or to a folder on your computer

8

The downloaded filename will end in ".ofx" or ".qfx

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"