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Neontra

Features

The Healthcheck looks at your expenses, savings, emergency funds, investments, debt and credit cards, and scores you out of 100.

Health check to look at ratios

Expenses to Income

Monthly savings to monthly income

Credit card health

# of weeks/months your emergency fund can sustain your lifestyle

Debt to assets

Portfolio diversity

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AI analyzes financial data then creates insights personalized to you

View cash flow for different periods:

Weekly

Bi-weekly

Monthly

Quarterly

Yearly

View cash flow cumulatively over time, by type (essential/non-essential)

Auto-categorizes transactions

Visualize spending by the day, week, month to identify patterns

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View patterns in the past and how they project into the future.

Answers net worth questions like

When will you be debt-free?

When can you retire?

If you lose your job, what will happen to your finances?

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