Neontra

Neontra

TXIO
+
+

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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.

About

WalletSync is your all-in-one budget planner and expense tracker, designed to help you manage money smarter. Track daily expenses, plan monthly budgets, and monitor income with ease. Create custom categories, set spending limits, and get insights with powerful charts and summaries. Choose weekly, monthly, or yearly budgets with options to carry forward leftover funds. Easily add, edit, or close budgets anytime. Stay organized with reminders, secure cloud sync, and offline support. Export your data as PDF or CSV and lock your app with PIN or biometrics. Ideal for individuals, couples, students, and freelancers. Whether you're saving for a goal or controlling overspending, WalletSync keeps you in control. Upgrade to Premium for unlimited budgets, advanced analytics, cloud backup, and an ad-free experience. Simple, secure, and smart—WalletSync is your personal finance companion.

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

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

Audience

Small Businesses & Entrepreneurs, Individual Users, Households & Families, Educational Institutions, Financial Advisors & Coaches, Banks and FinTech Companies

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

No information available.
Free Beta
Free Version
Free Trial

Pricing

$30/month
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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

Pros & Cons from Real Users

Pros

  • WalletSync is a simple and useful app to track my income and spending. I like that I can create budgets for each month and also carry forward the leftover money to the next month. It’s easy to use, and the layout is clean and well-designed. The app helps me understand where my money goes with clear charts and reports. It also allows me to organize my records into categories and sub-categories, which makes tracking easier. It works smoothly on my phone, and I didn’t face any major issues.

Cons

  • It would be helpful if the app had more advanced reports or could connect with my bank account. That way, tracking would be even easier.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

TXIO
Founded: 2007
Canada
www.txio.ca

Company Information

WalletSync
Founded: 2024
India
walletsync.app/

Alternatives

Alternatives

Categories

Categories

Integrations

Android
Apple iOS
Firebase
Flinks
Kotlin
MongoDB Compass
Plaid
React
RevenueCat
Stripe
Swift

Integrations

Android
Apple iOS
Firebase
Flinks
Kotlin
MongoDB Compass
Plaid
React
RevenueCat
Stripe
Swift
Claim Neontra and update features and information
Claim Neontra and update features and information
Claim WalletSync and update features and information
Claim WalletSync and update features and information