How to export Neo Financial (NEO) transactions to CSV
Step-by-step instructions to download your transaction history for use with Prosperi.
Steps
- 1Log in to member.neofinancial.com
- 2Click on "Credit" or "Money" from the left-side menu
- 3Select the account you want to export transactions from
- 4Scroll down and click "Download CSV"
- 5Use the filters to customize your export: sort order, date range, transaction amounts, and transaction type
- 6Download the file to your Desktop or preferred folder. The file will include a ".csv" extension.
- 7We recommend you rename the file indicating the type (credit, chequing, savings etc) and the date range for organization
Pro tips
- • Download 3–6 months of data at a time for best results.
- • Make sure to select "CSV" format (not PDF or QFX).
- • Rename the file with the account type and date range (e.g.
td-chequing-2025-01.csv) for organization.
Once you have your CSV, upload it to Prosperi to see your spending categorized automatically.
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