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Neontra for Business
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Roadmap
Better Finances for a Better
You
See our roadmap of upcoming product updates, new features and tools
Mobile App Redesign
We’re exploring a bunch of ways to improve our mobile app experience
Improved session management
Design updates
Improved usability
This is now live! →
Expanded Forecasting Functionality
Forecast various financial scenarios based on your Neontra profile, or start from scratch
Save your forecasted financial scenarios and track them over time
Quickly create new forecasts for big events like buying a home or retirement
This is now live! →
Change Cashflow Transaction Date
Ability to change the date that a transaction affects your Cashflow stats
Helpful for recurring bills, income, etc near the beginning/end of the month
Multilingual Support
Adding support for French language
The ability for future translations to be added easily to support international expansion
This is now live! →
Retirement Goal Planning
Create a future-dated retirement budget
Includes income and spending forecasts
Better, more accurate retirement planning that is kept up-to-date with daily transactional activity
UK Expansion - neontra.co.uk
Ability to add UK Banks
Ability to add UK Investment Accounts
Auto Sync UK Banks
Auto Sync UK Investment Accounts and Holdings
European Expansion - neontra.eu
Ability to add EU Banks
Ability to add EU Investment Accounts
Auto Sync EU Banks
Auto Sync EU Investment Accounts and Holdings
Connectivity Improvements
Add support for more connectivity partners
Rollover Budgets
Set your budget to roll over each month
Choose to start each new month with the previous month's leftover amount
The previous month’s spending will be reflected in the current month’s budget
If you overspent in the previous month, the overspend amount will be added to the current month’s spending
OFX Investments Import
Import OFX for US FI investments
Import OFX for Canadian FI investments
Import OFX for UK FI investments
Import OFX for EU FI investments
FIRE Calculator
We will be updating our Planning Calculators so you can forecast how much you need to be Financial Independent and Retire Early
Including options for Coast FIRE, Lean FIRE, and Fat FIRE
Custom Categories
Create new custom Income and Expense parent and child Categories
Create Categories from the Settings Tab or directly on the Cash Flow and Budget views
Edit or delete all custom and default Categories
Add complex Transaction Rules to assign transactions to your new Custom Categories automatically
Assign transactions from anywhere in Neontra to your Custom Categories
This is now live! →
Account Type Conversion
Ability to move an account between Bank Accounts, Credit Cards, Investments and Loans
Better control over the set-up/import process
This is now live! →
Insurance
Support for Insurance products
This is now live! →
US Expansion - neontra.com
Ability to add US Banks
Ability to add US Investment Accounts
Auto Sync US Banks
Auto Sync US Investment Accounts and Holdings
This is now live! →
Account Sharing & Invitations
Invite your partner for a joint view of your finances.
Get your own login and a shared view of your account
Manage access rights
Collaborate more to build a true household budget
This is now live! →
Authenticate Using Google & Apple Sign-In
We will be adding both Google and Apple Sign-in options
If there is demand for other sign-in options like Facebook please let us know
This is now live! →