Quick Start 1: Adding Your Accounts

Better Finances for a Better You

Learn how to add your accounts, loans, and other assets and liabilities to Neontra.

Learn how to add all your accounts, assets, and liabilities to Neontra for a comprehensive view of your financial life. After registering for a free Neontra account, one of the first steps you should take is to add your accounts, assets, and liabilities.


You can securely connect your accounts to Neontra for automatic importing of account information and transactions. Alternatively, you can manually add accounts and transactions without needing to provide your banking credentials. Neontra protects your data with bank-level security. We never store your sensitive data, including passwords or account numbers.


For more answers to your questions, visit https://neontra.com/faq/