Neontra

Neontra

TXIO
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+

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About

We pull your financial data directly into customizable blocks so that you can plan with ease. Get clean data by bulk categorizing, setting rules, and handling transfers. Keep your finances separated on an accounting level, but visualize them all under one roof. All data comes live from your finances. Start simple by adding blocks in a Notion-style document editor. Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security. Our servers will never see or store ANY financial account credentials. We maintain a read-only access to your data and we fetch it on demand. We do not have the ability to move funds of any kind and we never access information without your permission.

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

Businesses searching for a simple financial tracking and analysis solution with a notion-style interface

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

$8 per month
Free Version
Free Trial

Pricing

Free Beta
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

  • 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

Fina
United States
fina.xyz/

Company Information

TXIO
Founded: 2007
Canada
www.txio.ca

Alternatives

Alternatives

Categories

Categories

Integrations

Flinks
Plaid

Integrations

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