Quick Start 5: Creating A Forecast

Better Finances for a Better You

Learn how to create a forecast on Neontra.

Neontra’s forecasting feature is a financial planning tool that allows you to create a plan and track your progress against it. On the forecast page, you can visualize your future net worth and the projected value of all your accounts, assets, and liabilities.


Having a living financial plan can help reduce financial stress. In this video, we will demonstrate how to build a financial plan and analyze the future values of your bank accounts, loans, and other assets and liabilities.


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