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Description
Take control of your financial future with Balance Pro, the comprehensive personal finance solution designed to transform how you manage, track, and optimize your money. This powerful yet intuitive app brings clarity to your financial life through a suite of thoughtfully designed features.
Connect your bank accounts for automatic transaction syncing or utilize the virtual checkbook register for precise manual control. Track spending across multiple financial accounts - checking, savings, credit cards, investments, and cash - all from one centralized dashboard.
Set custom budgets tailored to your lifestyle and create financial goals that keep you motivated. The intuitive visual displays make tracking your progress engaging and straightforward. Never miss another payment with the comprehensive bill tracker that provides a clear overview of all upcoming bills and their due dates, complete with customizable reminders.
Streamline record-keeping with the receipt scanning feature - simply snap a photo or upload documents and Balance Pro automatically captures merchant information, date, and total. Every transaction can include notes and attached documentation for complete financial organization.
Gain valuable insights through detailed spending reports that illuminate your financial habits. The cash flow analysis shows exactly how money moves through your accounts, empowering better decisions. Create custom categories to organize transactions exactly how you prefer.
Start with the free plan and upgrade when you're ready to unlock premium features. Join thousands of users who have discovered how the right tools can transform financial management from a stressful chore into an empowering practice.
Description
Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future.
What makes us different?
Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts.
Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances
Expense Explorer - a deep dive into your spending to help you find new ways to save
Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files.
We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.
API Access
Has API
API Access
Has API
Integrations
Flinks
Plaid
Pricing Details
$3.99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Balance Pro
Founded
2014
Country
United States
Website
www.balancepro.app
Vendor Details
Company Name
TXIO
Founded
2007
Country
Canada
Website
www.txio.ca
