Help Centre

Towards a Healthier Financial Future

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

Toronto Dominion Bank

1 Login to your TD online bank account
2 At the top of the page, select "My Accounts" from the navigation menu
3 Select your account
4 Select the "Activity" tab
5 Scroll to the bottom of the page
6 Next to the "Download" button, select either “Microsoft Money” or “Intuit Quicken” from the format menu
7 Click "Download"
8 Save the file on your Desktop, or to a folder on your computer. The file will have either a ".ofx" or ".qfx" extension.
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"
14 Categorize uncategorized transactions and/or write a memo
15 Once done, click "Accept Transfers"