Neontra logo

Neontra

by TXIO · Since 2024
No reviews yet
ActiveFree tier
Quick facts
VendorTXIO
Year launched2024
StatusActive
LocationToronto, ON
Countries servedN/A
Languages1
IntegrationsN/A
Free tierYES
Free trialYES
Contact salesNO

About Neontra

Neontra is a personal finance and budget planner application.

Neontra is a comprehensive personal finance application designed to help individuals gain control over their financial lives. It functions as an all-in-one platform by aggregating data from various financial accounts, including bank accounts, credit cards, investments, and loans, into a single dashboard. Key features include a customizable budget planner, real-time tracking of net worth and spending, and powerful forecasting tools to project financial scenarios. The app is available on web, iOS, and Android. Neontra offers a limited free plan and a premium subscription with a 14-day free trial, which unlocks features like automatic account syncing. Support is available via email and a detailed online help center. The product is developed by TXIO, a Toronto-based financial technology firm.

Pros & Cons

Pros
  • Aggregates all financial accounts into a single, comprehensive view.
  • Offers a free tier for basic use and a 14-day free trial for its premium features.
  • Provides powerful forecasting tools to project future financial health.
  • Available on web, iOS, and Android platforms.
  • SOC2 certified, providing bank-level security for user data.
Cons
  • Automatic account syncing is a premium-only feature.
  • The free plan has limited functionality, requiring an upgrade for full capabilities.

Features

Key features

Financial Aggregation

Connects to bank accounts, credit cards, investments, and loans to provide a 360-degree view of your finances.

Budget Planner

Create and manage custom budgets with targets based on past behavior or custom goals. Automatically categorizes expenses.

Financial Forecasting

Projects your financial future, including cash flow, debt-free dates, and retirement savings growth up to 50 years ahead.

Net Worth Tracking

Monitors your net worth, income, spending, investments, and debt over time.

Goal Setting

Allows users to set financial goals and track their progress over time.

Additional features

Transaction Management

Automatically categorizes transactions and allows for custom categories, splits, tags, and mapping rules.

Multi-Currency Support

Supports multiple currencies with historical exchange rate data.

Financial Calculators

Provides a suite of calculators for savings, loan payoffs, and retirement planning.

Financial Calendar

Displays income and expenses by day, week, and month.

Data Security

The platform is SOC2 certified, ensuring bank-level security for user data.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Premium
USD 12/mo
per user · billed monthly
  • Unlimited connections to your financial institutions
  • Premium support
  • App Store, Play Store and Web Apps available
  • Your financial data is always private, and never shared
  • Ad free

Annual plan available with 30% savings.

Source: vendor pricing page →

Annual plans

Premium
USD 99/yr
per user · billed yearly · ≈ USD 8.25/mo
  • Unlimited connections to your financial institutions
  • Premium support
  • App Store, Play Store and Web Apps available
  • Your financial data is always private, and never shared
  • Ad free

Saves 30% compared to the monthly plan.

Source: vendor pricing page →

Countries & Languages

Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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