Chrome Extension Guide

Import transactions automatically

Chrome Extension Setup & Usage

Installation

  1. Go to Chrome Web Store and search for "networthIQ"
  2. Click "Add to Chrome"
  3. Confirm installation
  4. You'll see the extension icon in your toolbar

Initial Setup

First time using the extension:

  1. Click the extension icon
  2. Sign in with your networthIQ account
  3. Configure your account mappings
  4. Select default import categories

Quick Import from Bank Websites

When viewing your bank transactions online:

  1. Click the networthIQ extension icon
  2. Select "Import transactions"
  3. Choose accounts to import from
  4. Select date range
  5. Review and confirm import

Supported Banks

The extension works with most major banks including:

  • Chase
  • Bank of America
  • Wells Fargo
  • Fidelity
  • And many more

Tips

  • Keep the extension updated automatically
  • Review imported transactions before finalizing
  • Set up account mappings to speed up imports
  • Use consistent categorization

Visual Guide

Screenshot 1: Install Extension

Step 1: Install Extension

Go to Chrome Web Store, search for networthIQ, and click "Add to Chrome".

Screenshot 2: Sign In

Step 2: Sign In

Click the extension icon and sign in with your networthIQ credentials.

Screenshot 3: Configure Accounts

Step 3: Configure Accounts

Set up account mappings so the extension knows which bank account maps to which entry in networthIQ.

Screenshot 4: Bank Website Import

Step 4: Bank Website Import

When viewing your bank transactions, click the extension icon and select "Import transactions".

Screenshot 5: Review & Confirm

Step 5: Review & Confirm

Review the transactions detected from the bank, select the date range, and confirm the import.

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