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 “CSV” 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 a ".csv" 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"