Gain insights into spending habits, organize transactions in categories, and track the cashback you earned by going to Insights on the Neo app or website.
Benefits of using Insights
Use Insights to track and learn your financial habits from your Neo account.
You can use the Insights to:
- View monthly spending
- Categorize transactions
- View average spending in each category
- Track the cashback you earned from purchases
How to view Insights
With Insights, you can learn more about your spending habits across your credit and Neo Everyday, Neo Savings, and Neo High-Interest Savings accounts (including net cash flow and the activity of money in and money out).
Neo app
- Log in to the Neo app
- Tap Insights and select Spending or Cash flow
Web
- Log in to member.neofinancial.com
- Click on Insights from the left side and select Spending or Cash flow
Spending insights
Go to the Spending tab in Insights to view your spending by category. You can filter by account to view your spending for credit or Neo Everyday, Neo Savings, and Neo High-Interest Savings accounts.
Cash flow insights
Go to the Cash flow tab in Insights to view your account activity and a summary of money in and money out.
Credit score monitoring
If you have the Build membership, then you get access to credit score monitoring.
Neo app
- Log in to the Neo app
- Tap Insights
- Tap Credit score
Web
- Log in to member.neofinancial.com
- Select Insights in the side menu
- Select Credit score