Upload files

name file: results.csv

1) Click the BROWSE Button and locate the file you saved in the previous step.
2) Once the file is listed in the FILE TRANSFER BOX, click the TRANSFER button.
3) You may TRANSFER more than one file while you are here.
4) Download MICROSOFT MONEY format - .OFX Files.
5) Also DL the TB&T CSV file with 2 lines of info.
6) Process the OFX first. Then do the CSV for added info.

File to transfer :

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