Neontra

Neontra is for people who want to understand their overall financial position, monitor everyday spending and plan for future expenses. It brings bank and credit card accounts, investments, debts and personal assets together, with options to connect accounts or add information manually. Transactions are categorized and can be reviewed by category and time period to see income, expenses and cash flow. Use Neontra to set budget targets, track net worth over time, review investment holdings and follow debt balances and payments. Its insights highlight patterns in spending, saving and other parts of your finances. Forecasting tools, financial goals and a life-event planner help you explore how milestones such as buying a home or retiring could affect your financial plan. Neontra is available on the web and as an app for iOS and Android.

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