Neontra

Neontra

TXIO
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+

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About

Banktivity gives you the power to finally take complete control of your finances. Immediate, long-term and everything in between! With our easy set-up, you’ll soon have the most complete and accurate picture of your finances. You’ll always know what’s coming in and what’s going out. Banktivity removes all the guesswork and keeps you on track to achieving your goals. Banktivity incorporates time-tested budgeting principles and methods to help you reach your financial goals. Take on life’s major financial milestones – plan for retirement, save for education, pay down credit card debt and more.

About

Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future. How we are different: Neontra is forward looking — we predict your behaviour based on historical data, resulting in better goal-based planning and accurate forecasts of your financial future Gain Personalized Insights into your financial life, including our Health Check: a report card on your finances Expense Explorer — a deep-dive into your spending that helps you identify new ways to save Use Neontra How You Want — connect your accounts for automatic updates, or if you prefer a more anonymous experience, import your data from files or by hand. Security and Privacy — we are SOC2 certified, the AICPA’s most stringent criteria for security, confidentiality and privacy. Your data is safe with us.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a proactive money management application

Audience

Individuals and families that want inexpensive/free online tools to manage their money and finances.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

No information available.
Free Beta
Free Version
Free Trial

Reviews/Ratings

Overall 2.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 4.6 / 5
ease 3.7 / 5
features 4.8 / 5
design 4.2 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Seems simple at the start.
  • Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

Cons

  • But in the 8 years I've had it the tool has failed to automate categories for transactions. This should be blindingly simple and bread n butter for any finance software. Ive tried customer services a dozen times with every 'online chat' ending in failure and frustration. If they just had a telephone Helpdesk you could actually tap;k to instead of countless 'share screen' 'screen grab and send' followed by delay, change off shift and failure. I even tried on X to get some enthusiasm for a one to one tutor/help at my cost. But no. A dud - and I'm off. One very frustrated potential customer lost
  • Dose not do well when downloading from your financial institutions - especially credit cards.

Pros & Cons from Real Users

Pros

  • Appreciated that I could manually add my bank accounts. Stunned to realize there is NO WAY to create a transaction. I have to import from a CSV file. This is an AMAZING program with a HUGE flaw. Would like to be able to customize categories.
  • Neontra provides lots of powerful features. Some of them have been implemented ahead of competitors. And they fill the gap between the needs of PFM and what's available out there. It is designed and delivered by people who truly understand the world of finance equipped with smart engineering.
  • Handle all your finances not just cash. Health checks. Goal setting and tracking. Forward looking. Manual and/or automatic import.
  • I used to use Mint but Neontra is better. I like that you can either connect your accounts for automatic transaction import, or manually upload your transactions using files you download from your banking website. The cashflow section is really useful for showing your income vs. expenses over different time periods, and can give a lot of insight as to where you're spending your money.
  • - Very comprehensive and powerful personal finance money management tool - Simplifies expense tracking, budgeting - Can manage all your traditional and non-traditional investments - The Health Check feature is a great snapshot of your entire financial life with some interesting ratios I never considered before - Calendar view with all your spending summed by day, week is a nice simple way to monitor spending - It’s free

Cons

  • Cannot create transactions, or customize categories.
  • At first glance it might be overwhelming since it provides so many features.
  • Can be overwhelming at first. A bit rough around the edges. Only supports automatic imports for US and Canada.
  • The mobile app seems a bit buggy, but I've mostly been using the web app.
  • - It has a lot of features which take some time to learn - Can be a bit overwhelming - Initial setup can be intimidating - No Google or Apple sign in

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Banktivity
United States
www.banktivity.com

Company Information

TXIO
Founded: 2007
Canada
www.txio.ca

Alternatives

Alternatives

YNAB

YNAB

You Need A Budget

Categories

Categories

Integrations

Flinks
Plaid

Integrations

Flinks
Plaid
Claim Banktivity and update features and information
Claim Banktivity and update features and information
Claim Neontra and update features and information
Claim Neontra and update features and information