Roadmap

In Progress

• Simplify the web app
• Modernize the user experience
• Change layout to focus on a streamlined user experience
• Bring in line with new mobile app design
• Improve consistency

In Progress

• Biometric Login
• Improved onboarding and connectivity experience
• Better transaction management (filtering, transaction rules, custom categories)
• Improved charts
• Calendar view
• Ongoing improvements and bug fixes

In Progress

• Ability to change the date that a transaction affects your Cash Flow stats
• Helpful for recurring bills, income, etc near the beginning/end of the month

In Progress

• Expanded data sets for B2B clients
• Ability to pull real-time data, helping partners assess, benchmark and measure clients' overall financial health
• Gap analysis highlighting aspirational goals and insights to understand clients better and help them on their journey to financial wellness
• Updated partner-client collaboration tools to deepen client engagement

In Progress

• Interaction Metrics
• Performance Indicators
• Activity Summaries

• Consolidate Goals and Forecasts
• Improve how saving for goals is handled on the cash flow page
• One tool for planning your financial future

• Set your budget to roll over each month
• Choose to start each new month with the previous month's leftover amount
• The previous month’s spending will be reflected in the current month’s budget
• If you overspent in the previous month, the overspend amount will be added to the current month’s spending

What This Means for Our Partners and Clients:

• Deeper Financial Context: Real-time utility data layered into Neontra’s budgeting and forecasting tools.
• Smarter Cash Flow Insights: Improve financial planning with up-to-date recurring expense tracking.
• Broad Regional Coverage: Access utility data across multiple jurisdictions, starting in Canada with plans to expand into the U.S. and beyond.
• Frictionless Integration: Utility data syncs automatically with no manual input required from user

This integration unlocks a new layer of financial intelligence for our partners and users—driving more personalized, proactive advice and enhancing the overall value of embedded financial wellness offerings.

• Ability to add UK Banks
• Ability to add UK Investment Accounts
• Auto Sync UK Banks
• Auto Sync UK Investment Accounts and Holdings

• Ability to add EU Banks
• Ability to add EU Investment Accounts
• Auto Sync EU Banks
• Auto Sync EU Investment Accounts and Holdings

• Address import for connected institutions that have accounts in multiple currencies
• Fixes for historical charts to show correct currency

• Upgrade to new Investments offering from Flinks to address connectivity and refresh issues

• We’re exploring a bunch of ways to improve our mobile app experience
• Improved session management
• Design updates
• Improved usability

• Forecast various financial scenarios based on your Neontra profile, or start from scratch
• Save your forecasted financial scenarios and track them over time
• Quickly create new forecasts for big events like buying a home or retirement
• Adding inflation
• Improved retirement income tracking
• Adding a setup wizard to easily set up a forecast

• Adding support for French language
• The ability for future translations to be added easily to support international expansion

• Import OFX for US FI investments
• Import OFX for Canadian FI investments
• Import OFX for UK FI investments
• Import OFX for EU FI investments

• We will be updating our Planning Calculators so you can forecast how much you need to be Financial Independent and Retire Early
• Including options for Coast FIRE, Lean FIRE, and Fat FIRE

• Create new custom Income and Expense parent and child Categories
• Create Categories from the Settings Tab or directly on the Cash Flow and Budget views
• Edit or delete all custom and default Categories
• Add complex Transaction Rules to assign transactions to your new Custom Categories automatically
• Assign transactions from anywhere in Neontra to your Custom Categories

• Ability to move an account between Bank Accounts, Credit Cards, Investments and Loans
• Better control over the set-up/import process

• Adding support for B2B partner customization
• Enhanced collaboration tools for advisor led client planning

• Support for Insurance products

• Ability to add US Banks
• Ability to add US Investment Accounts
• Auto Sync US Banks
• Auto Sync US Investment Accounts and Holdings

• Invite your partner for a joint view of your finances.
• Get your own login and a shared view of your account
• Manage access rights
• Collaborate more to build a true household budget

• We will be adding both Google and Apple Sign-in options
• If there is demand for other sign-in options like Facebook please let us know