Neontra

RATING:

4.2

(19)

About Neontra

Neontra is a web-based application that helps users understand and manage their money. It offers a set of digital tools for managing money. It organizes and plans money with the goal of guiding users toward a secure financial future. Neontra brings together everything from spending, balances, and budgets to credit scores and more. Neontra gives an in-depth understanding of money: - See all of your data in one place - Get familiar with your data: banking, debt, investments, assets - See how users spend and save your money - Know the net worth - Forecast future Neontra has an accounting engine that tracks all assets and cash flows over time. Features include - - Flexibility: anyone and everyone can use Neontra, regardless of comfort level working with and managing dat...

Neontra Pricing

Free trial: 

Available

Free version: 

Available

Neontra technology is trusted by our client firms, who are regulated and authorized by IIROC (Canada), SEC (US), FCA (UK) and ESMA (EU). Neontra technology has processed more than 200 million trades since 2013.
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Neontra Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

3.5

Customer Support

4

Value for money

3.5

Functionality

4

Most Helpful Reviews for Neontra

1 - 5 of 19 Reviews

Miguel

Electrical/Electronic Manufacturing, 1 employee

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed March 2024

Personal Review of Neontra

PROS

I liked the organization of the app as well as how easy it was to integrate with other products and its a super convenient method of money managements. I also liked the stock ticker integration made it very convenient to keep track of what stocks I want to buy and sell.

CONS

I am a little unsure about having all of my financial info all in one place while it is convenient I would appreciate if they had an extra layer of security like a facial scan incorporated into the app login not only would it ease the access of the app for me but it adds that extra layer of security.

Ankita

Mechanical or Industrial Engineering, 1 employee

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed March 2024

My experience using any sort of finance app

Overall I liked the app I through it helped me be at ease of mind and a lot less stressed as I could skip over the overwhelming stage of figuring out what I do. The forecasting and planning tools are a game changer. However I am still deciding if its worth its price or not. The app itself is a complete game changer but not sure about the price.

PROS

I really like the forecast and goal based planning, it made it really easy and visual for me to see where my money is going and how I should manage my spending. It made this overwhelming process really simple. It helped me save a lot of time as I did not have to use my time nor brain power to figure out how to plan where my money goes.

CONS

I least liked that initially it was a little challenging to figure out. I had never used a similar app before so maybe that is why but for me it took some time to figure out how to use the app. I also found the transactions aspect annoying as the whole process to do transactions seems really hasselsome.

Angie

Hospitality, 501-1,000 employees

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed March 2024

Good Parts and Potential Bugs

I think it will be useful for many people who are interested in budgeting and saving.

PROS

- Like the initial step of the app. Directing the users what the steps to be completed for the set up. (One thing to note here: when it is on the fourth step, which is setting up the goal, it doesn't direct me to the goal menu when I click the button "4th step") - Net worth performance graph, health check, and balance sheet are visually compelling and easy to understand!

CONS

There are a few bugs I have noticed. - Every time I go to markets > simulator and press cryptocurrencies button, it automatically logs me out of the app. Also, after I got logged out, I have to attempt logging in twice. - For some "?" buttons, they doesn't show the information as expected (e.g. Insights > Overview > beside the "Net Worth Performance") - Under the market > washlists, there are three buttons on the top. Clicking the rightmost button, showing a garbage bin image, triggers the app to stop and return to the iPhone home screen. - When I tried to add recurring income under cash flow > recurring, it is added as recurring expense instead. (e.g. adding $500 income shows as a negative value, -$500) Here are something I hope to see in the next version! - I wish the UI for the markets products' detail are visually appealing and easier to read (I'd suggest to have a chart) - Enable the user to add another wishlist lists in the market directory - Too many taps to navigate to on the top of the screen. It was hard to find where the things are at the beginning.

Kale

Computer Hardware, 1 employee

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

5

Reviewed March 2024

An insightful overview of my financial status

Overall, I think Neontra is a very useful app to monitor all aspects of my finances to help with some ease of mind. Sometimes trying to keep track of it all can prove a difficult and tedious task, but with this app it allows you to have it all in one place.

PROS

What I liked most about Neontra is all the useful features it contains. The features range from cash flow and budgeting analysis to current markets and how things like assets and investments are performing. It is a great app that has everything you would need to track your finances, all in one platform

CONS

Because there is a lot you can do within the app, it can be very overwhelimg at first with how much you can do, and so having some possible form of guidance within starting to use the app could prove beneficial and ease the sense of overwhelming.

Mitchell

Computer Software, 1 employee

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

5

Reviewed March 2024

Interesting concept, could use some polishing

Reading some reviews I was a little worried I would be able to even login and navigate successfully at all, however the app does seem much more functional now. I still believe there is some work within the user interface as it is pretty overwhelming on a mobile app to navigate. The actual content of the app is great however.

PROS

Neontra seems to have a wide variety of features to be able to understand my finances, set custom goals, tracking, see live data, connect multiple different accounts. It is essentially a great all in one app in terms of the number of features it has.

CONS

The interface, actually finding these features seems fairly challenging sometimes. For example, I would suggest a dropdown menu or a vertical menu instead of horizontal slide menus for items. For example, to find the customer support option, it took me a bit to realize that you needed to swipe on the top menu as on my device the entire bar was filled properly so it just looked like there was only 3 menus (Personal Info, User Settings, Subscribe).