🚀 Big Things Are Coming your way: Here’s a Sneak Peek at What’s Next!

🏗️ Building Neo
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Hey Neo Community :waving_hand:,

We’ve been working behind the scenes to bring you some exciting new products and features—and we can’t wait to share what’s coming next!

:sparkles: Supplemental Credit Accounts – One line of credit, multiple cards—perfect for couples or families!
:sparkles: In-App Mortgage Displays – View your mortgage details directly in the Neo app.
:sparkles: Joint Accounts – Easily manage shared expenses, save together, and track spending—all in one place.
:sparkles: Improved Account Actions – A more seamless way to pay bills, access account details, and find what you need.
:sparkles: Money Management Tools – Enhanced budgeting and spending insights. And advanced planning features to help you stay on top of your finances.

We’ll keep you updated about the release dates through the community, but in the meantime we’d love to hear your thoughts! Drop a comment below :backhand_index_pointing_down: and let us know:
:small_blue_diamond: Which feature are you most excited about?
:small_blue_diamond: What questions do you have?
:small_blue_diamond: Any suggestions or ideas?

Don’t forget the new ‘vote’ option in the Building Neo category, have your voice heard and help shape the future of Neo!

As always, reach out to myself, @Sana-Neo or @Alex-Neo if you need anything. Thanks for being part of the journey! :rocket:

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It’s amazing how you listen to community feedbacks and you implements those ideas very quickly. Of course it’s impossible to implement everything - but supplementary cards has been asked and you delivered.

Your interface is clean and intuitive

Your system is very responsive. Never experienced any slow downs or system being down.

It’s rock solid.

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Thanks for the roadmap ahead - it sounds like there are some great things in the works!
You haven’t mentioned CSV exports and bank feeds for using budgeting software – I do really hope these things are high up on the priority list for development?

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Hey @Scottie we launched CSV downloads 1.5 weeks ago based on feedback from customers. Currently it’s available on the web version.

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Congrats! Always great to see when ship happens at Neo!

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All these are great this how a bank should treat it’s customers!

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csv exports are now in place.

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excited about the supplemental cards. This is something i have been looking for, in order to move away from my other CC.

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I’m really excited to see more money management tools being added! It would be amazing to have my budgets tracked automatically, and maybe even a “left to spend” feature to help me stay on top of things!

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@Craig-Neo is there any timeline for when we might expect to see some of these rolling out?

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Hey @NoahStriker no firm timelines yet, but these are the priority builds for our teams. Will be keeping the community up to date as soon as we have concrete release dates to share!

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I’m most excited about the money management tools! But all these features sound amazing!

One thing I would love to have in the future, is a way to have one account with multiple goals, as I have maxed out the number of accounts I can have

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Sounds good, thanks @Craig-Neo!! Please let me know if you need any beta testers :grinning_face_with_smiling_eyes:

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Looking forward to the Improved Account Actions!

I am hoping this includes making Credit Card and Bill Payments directly from the High Interest Savings Account!

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I also second this! It would be cool to have multiple tiers or layers to goals.

For example in my truck fund:

Level 1 would be maintainance, Level 2 would be new summer tires, Level 3 would be a new windshield.

Like each Level builds on one another, or Level 1 is the base layer. Each goal is in priority order too! Like a new windshield is not important, but nice to have/ nice to have another goal to work towards.

But yeah, multiple goals in one account would be a step up for users and potentially increase Cash Under Management for NEO!

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Joint accounts! Finally!!!

When are they launching??

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Hi @Broom_handle! Welcome to the community! Glad to hear you’re excited for joint accounts - we are too! Can’t wait to share all the details with you once everything’s ready. Stay tuned!