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Better Finances for a Better You
Equitable Bank
Login to the EQ Bank web portal.
From the Dashboard, scroll down and click the account type. For example “Savings Accounts”
In Savings Accounts, click on the the specific account you are looking for
In the upper right corner of the table, click the download icon (a downward-pointing arrow). This will download a CSV file, which is now stored locally on your computer.
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"