4 minute read
Neontra - The simple way to stay on top of your money
Connect your accounts with over 10,000 different financial institutions in the U.S. and Canada so you can see all of your transactions in one place. Neontra can help people get control of their finances and plan for a better and brighter financial future.
Keep tabs on your monthly expenses and more
Get monthly insights that help you better understand your financial patterns, review your transactions, and track your spending by category.
Here's how Neontra can help you on the road to financial success:
Available funds, not your income, is where we start
If you have more than one account, choose the ones you wish to include in your budget. This means your budget is always synchronized with your available cash.
We separate all expenditure into 4 simple buckets automatically creating a personalized 50/30/20 budget of you:
"Everything else" can be divided into useful categories
You choose the areas that are important to you (such as books or groceries) so that you focus on achieving your financial goals without having to make unnecessary compromises.
Don't be afraid to check your balance every day
Examine your current cash flow while seeing future expenses, goals and budgets in one place. It makes it much easier to answer the questions "can I afford this?". You are better equipped to make informed financial decisions right away as Neontra forecasts the impact on your financial plan.
Secure log in
We never store your sensitive data, including passwords or account numbers were are Certified SOC2 compliant.
Neontra protects your data with bank-level security
Your data is protected by 256 bit encryption and we use the same industry-standard security practices as many of the world’s leading banks.
View Your Complete Financial Picture Anytime, Anywhere
Mobile Apps
Have you ever been scared that you won't have enough money before your next paycheck or wondered if you can buy something when you walk into a store, or restaurant? A quick check on the Neontra mobile app can help you see how your spending will impact your financial goals. Why not download the mobile app and add a bank account to get started, if you haven't already?
When to use the web app
Consider conducting a review of your spending, financial plans and goals around the time that you are paid: