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Login to your online banking account

Select your account from the account list

You will be redirected to the account transactions page

Scroll to the "Transactions" table, click “Download

Select ".ofx" or ".qfx" or "Quicken" from the "Download format" menu

Click "Download

Save the file on your Desktop, or to a folder on your computer

The downloaded filename will end in ".ofx" or ".qfx

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" or Click and drag the file into the import modal.

Categorize uncategorized transactions and/or write a memo

Once done, click "Accept Transfers"