4 minute read
Managing money today can feel more complicated than ever. Between spending, budgeting, debt, investments, and long-term planning, most people rely on a mix of tools to stay organized. Some people use spreadsheets, others rely on banking apps or personal finance platforms.
At Neontra, we’re working to better understand how people manage their finances so we can improve the tools that support financial wellness.
Financial wellness tools have become an important part of how people manage their money. Many people use a combination of budgeting apps, spreadsheets, banking tools, and investment platforms to track spending, monitor cash flow, and understand their net worth. But with so many personal finance tools available today, it’s not always clear which features are most helpful or what people actually need to improve their financial wellness. This survey will help us better understand how people manage their finances and what tools can make financial planning easier and more effective.
We’re running a quick Financial Wellness Survey.
This short survey takes about 3–5 minutes and will help us understand how people manage their money and what financial tools they need most.
Our goal is to better understand the financial goals people care about most and the challenges they face managing their money. Whether someone is focused on budgeting, tracking net worth, planning for retirement, or paying down debt, financial tools should make these decisions easier—not more complicated.
Through this survey we hope to learn more about:
Your feedback will help us prioritize improvements to Neontra and better understand how people manage their finances today. We also plan to share a summary of the survey results once it closes, highlighting insights about financial habits, tools people rely on, and opportunities to improve financial wellness platforms.
If you're interested in helping improve financial wellness tools and personal finance resources, we’d greatly appreciate your participation.
We’re running a quick 3–5 minute Financial Wellness Survey.
The Neontra Financial Wellness Index measures the overall financial health of everyday Canadians, offering a data-driven view of how households are managing their money. The Index is a new feature of Neontra, the personal finance platform from TXIO.
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