Help Centre

Getting Started

Use these simple steps to get setup and fine-tune your Neontra Account


The Insights section - personalized insights into your financial life.

My Money

My Money aggregates and organizes all of your accounts, credit cards, investments, loans and personal assets in one place

Cash Flow

Cash Flow is a categorized view of your income and expenses.


Gaining control of your spending is the first step toward a brighter financial future.


Set financial goals and track your progress over time.


The Forecast page lets you project, or forecast, your financial future.


Neontra's financial calendar shows all your income and expenses by the day, week and month.


Market tools to help you test before you invest.


The Personal Info page presents a summary of your personal and account data.

If you have unanswered questions, or if you want to learn more about our services, get in touch with us at