1
Login to the EQ Bank web portal.
2
From the Dashboard, scroll down and click the account type. For example “Savings Accounts”
3
In Savings Accounts, click on the the specific account you are looking for
4
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.
5
Sign in to your Neontra account and select the "My Money" section on the left hand navigation menu.
6
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
7
Click on "Import Reports" on the right
8
Click on "Browse" and select the file you wish to import.
9
Click on "Upload"
10
Categorize uncategorized transactions and/or write a memo
11
Once done, click "Accept Transfers"