Support

Login to your TD online bank account

At the top of the page, select "My Accounts" from the navigation menu

Select your account

Select the "Activity" tab

Scroll to the bottom of the page

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

Click "Download"

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

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"

Categorize uncategorized transactions and/or write a memo

Once done, click "Accept Transfers"