Help Centre

Getting Started

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

Insights

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.

Budget

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

Goals

Set financial goals and track your progress over time.

Forecast

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

Calendar

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

Markets

Market tools to help you test before you invest.

Profile

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 helpdesk@neontra.ca