Release Notes

Better Finances for a Better You

Releases tagged with: "Financial Planning"

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New Features & Bug Fixes

  • Implemented ability to add Life Insurance policy and track coverage amounts
  • Various bug fixes and improvements
Release #1.18.0 Term Life Insurance Financial Wellness Financial Planning Life Insurance Insurance

Retirement Planning


  • Improved retirement planning and goals integration
Release #0.19138 Retirement Planning Financial Planning Financial Goals

Planning Calculators


Added new planning calculators:

  • Wedding Calculator - Calculate your expenses for a wedding
  • New Home Calculator - How much do you need to save for a new home?
  • Student Budget - Explore our Student Budget Calculator to help you figure out how much money you'll need to get through the school year.
Release #0.19087 Financial Planning Financial Goals Calculators

Neontra Newsletter


Added tools to help people learn how to budget:

  • Learning Library
  • Topics Section
  • Videos
Release #0.18541 Financial Planning Calculators

Bug Fixes


  • Cash transaction updates
  • Forecast page improvements
  • FI connection stability upgrades
Release #0.18283 Financial Planning Aggregation Cash Flow


Overview Redesign

  • Redesigned overview with new layout and added new forecast controls
Release #0.18198 Money Management Financial Planning Net Worth


Upcoming Transactions

  • Added upcoming transactions to the Insights Overview
Release #0.18653 Financial Planning Cash Flow