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Neontra

Your Personal Finance and Budget Planner App·neontra.com

$8.25–$12/mo · Free plan See pricing ↓

Neontra is an all-in-one personal finance platform that lets users track spending, budgeting, investments, assets, debt and net worth in one place. It connects to over 12,000 financial institutions across the US and Canada, supports multiple currencies, and offers financial planning tools, goal tracking, and a personalized financial health score. The product is available as web, iOS and Android apps.

What it's for

Track spending and cash flow across accountsBuild and monitor a personal budgetTrack net worth across accounts, assets and debtsMonitor investment portfolios across brokeragesTrack debt payoff progressCreate and fund financial goalsBuild a long-term financial plan for life events like buying a home or retirementGet a personalized financial wellness score (Health Check)View day-to-day finances on a financial calendar

Features 17

256-bit encryption and SOC 2 Type II certification
Account aggregation across 12,000+ financial institutions
Account sharing for families
Asset tracking for homes, vehicles and precious metals with true cost-of-ownership calculation
Automatic transaction categorization with splits, tags and custom mapping rules
CSV/OFX file import for manual accounts
Custom and forecasted budget targets
Debt tracking and payoff timeline projections
Financial goal setting linked to live account balances
Financial planning and roadmap for life events (car, home, retirement)
Health Check score covering Expenses, Saving, Emergency Fund, Investments, Debt and Credit
Investment tracking across stocks, ETFs, funds, fixed income and crypto
Loan-to-asset linking for accurate equity tracking
Multi-currency support spanning 46 currencies with 25 years of historical exchange rates
Net worth tracking across accounts, assets and debts
Personalized financial calendar view
Personalized, continuously updated financial insights

At a glance

free tierfree trial

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Foreveryday people, families

CompanyTXIO

Integrations

ScotiabankPlaidCIBCBMOTDWealthsimpleWealthicaFlinksRBCQuestradeChase

Complianceself-reported

SOC 2 Type II

Resources

Changelog

Pricing

Premium subscription may be reimbursable through an employer wellness spending account or lifestyle benefit.

Free (Limited)Free

Users who don't subscribe to Premium after the trial are automatically enrolled in the Free Plan.

Manual account tracking only (upgrade to Premium for auto-sync); limited functionality

Premium$12/mo

Annual billing saves 30% versus the $12/month rate; 14-day free trial with no credit card required.

Unlimited connections to financial institutions

Save 30% on an Annual plan compared to the Monthly plan.