Which feature would improve your banking experience the most?

🏗️ Building Neo
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1

If you could improve just one part of your banking experience, what would it be?

  • Higher cashback & rewards :gift:
  • Better budgeting tools :bar_chart:
  • More investment options :chart_with_upwards_trend:
  • Better customer support :speaking_head:
  • Better mobile app experience📱
  • Other (Drop your idea in the comments!) :bulb:
0 voters
2

Would love to be able to deposit cash or cheques at a atm unless we can and I am just missing something

feature

3 Likes
3

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!

4

It’s been stated before, but just keeping up the visibility on this item: syncing budgeting/accounting software, or at a minimum .csv exports.

csv feature

3 Likes
5

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!!

6

@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?

7

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

1 Like
8

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.

2 Likes
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Hey Scottie, welcome to the community! :tada: 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! :slightly_smiling_face:

10

Agreed, also to be able to deposit from taking a picture with your phone camera is a nice idea as banks has that feature.

2 Likes