Help Centre

Getting Started

We help put you on the path to financial wellness with personalized a financial health check, spending analysis, budgeting, goals and forecasting

Setup Accounts

There are two ways to add an account:

A. Connect: automatically connect your bank or brokerage account.

  • The connection process takes a few minutes after which your data will automatically appear in Neontra.
  • Connected accounts will synchronize once per day.

B. Manual: create the account by hand, then import files downloaded from your bank or broker