Employees can easily assess their financial health by creating a 360 degree view of financial life within minutes on our Web app, iPhone or Android device.
Neontra auto-categorizes transactions so employees can quickly see where their money goes.
There are four expense types:
1. Essential Expenses - e.g. rent, groceries
2. Non-Essential Expenses - e.g. concert tickets, restaurants
3. Savings Contributions - e.g. cash directed to a savings account
4. Debt Payments - e.g. a payment toward a mortgage or car loan
Neontra predicts income and expenses using forecasts. The Expense Explorer lets employees go deeper into your spending, and identify opportunities to save. Set budget targets per category, or use the target forecasted by Neontra based on your past behaviour. View budget performance bi-weekly, by month, by quarter or by year.