Would love to be able to deposit cash or cheques at a atm unless we can and I am just missing something
Hey @Kbab We don’t currently have the ability to do these types of deposits at ATM’s. However we are looking at future solutions. Thanks for posting your suggestion!
It’s been stated before, but just keeping up the visibility on this item: syncing budgeting/accounting software, or at a minimum .csv exports.
I’ve just checked in with the team about this since it’s a highly requested feature and… I have good news! It’s currently in development. I can’t share exact dates yet, but it could be ready later this quarter! Once we have more clarity, I’ll post an update for everyone!!
@Clemensrettich Also thanks for bringing it up again!! Continued discussions like this help highlight what matters most to customers and reinforce priorities for the team! I’m curious, how would you personally use the .CSV exports? Are you mainly looking to sync with specific software, or is there another workflow you’re thinking of?
Great question, thank you,
My main financial tracking platform is Monarch. It syncs with all of my bank accounts, investment accounts, credit cards, etc. It uses three data providers, Plaid, Finicity, and MX.
Any time syncing does not work for applications like this, or for Quicken, etc. - or because I’m tracking something in a spreadsheet - .csv exports are manual but still simple alternative.
Clemens
Having bank feeds running through Plaid or Yodlee or MX would be a game changer for us. We’ve considered stopping using Neo because of the inability to capture our Neo financial info in our book keeping software. We love everything else about Neo, but the lack of this feature makes it hard to integrate Neo into our overall finances.
Hey Scottie, welcome to the community! 
I totally get how having bank feeds with Plaid, Yodlee, or MX would make integrating Neo into your bookkeeping so much smoother. While we don’t have this yet, I’ll pass your feedback to the team. Appreciate you sharing! If there’s anything else that would improve your experience with Neo, feel free to share! 
Agreed, also to be able to deposit from taking a picture with your phone camera is a nice idea as banks has that feature.
this will be essential for me to continue to use neo as well, I had no idea when signing up that it would not sync with a popular personal finance tracking program like Monarch, which I use. I have not tried to import manually by CSV, but I will soon. Tracking my finances is absolutely imperative. Can you get us an approximate timeline for this?
Hi @rstarno. Welcome to the community and thanks for sharing!
This feature isn’t currently on our radar, but it sparked great discussion when I brought it to the team’s attention.
I’ve added you to our follow-up list and I’ll make sure to reach out once there are updates to share!
Hi everyone,
I wanted to chime in on this feature request for Neo Financial. I’m a long-time user of Neo, and while I appreciate many of its features, I’m seriously considering closing my account solely because of the lack of robust integration with third-party budgeting apps.
Specifically, I use Lunch Money for my personal financial planning, and it’s been incredibly frustrating that Neo Financial doesn’t offer a direct or reliable way to connect. Many other financial institutions, especially those catering to a more tech-savvy user base, utilize services like Plaid to enable seamless data sharing with budgeting tools. This allows for automatic transaction imports, which is absolutely crucial for effective financial tracking and planning.
The current situation means a lot of manual data entry or workarounds, which defeats the purpose of using an automated budgeting app. For users like me who rely on these tools to get a holistic view of our finances, the inability to easily integrate Neo makes it a significant hurdle.
I truly believe that implementing a Plaid integration (or a similar secure API connection) would be a game-changer for Neo Financial. It would not only improve the user experience for existing customers but also attract a new segment of users who prioritize seamless financial management.
Please consider this a strong vote for prioritizing this feature. It would be a shame to close an otherwise good account due to this fundamental limitation.
Thanks for your consideration!
Hi @cdrc. Thanks for reaching out and welcome to the community!
You are definitely not the only one who has been requesting to get Neo supported on third party platforms such as Lunch Money and Plaid.
I will reach out to the team and will let you know when I have an update.