Choose a few categories and keep them consistent
Stable categories let you compare months and connect expenses with budgets. Before creating another category, check whether one already serves the same purpose.
Main data / CategoriesGet more from Prism Finance
Practical step-by-step guides to turn your income into clearer decisions.
01 / CHOOSE YOUR STARTING POINT
A route for every way you earn
Stable salary
Keep track of your salary, expenses and goals
A walkthrough from your first payment to budgets, recurring entries and a reliable monthly review.
Variable incomeOrganise uneven months without mixing forecasts and payments
Learn to record partial payments, compare periods, track limits and speed up common entries.
Self-employed or professionalFrom projects and hours to organised professional records
Organise activity, record hourly income, reuse templates and prepare a documented review.
Household or coupleA clear routine for household expenses and goals
Agree categories, avoid duplicates and review budgets and goals using a shared method.
02 / BUILT AROUND YOUR GOAL
Find the screen you need
01Daily control
Your routine for recording, reviewing and correcting
From the first entry to a weekly review: categories, shortcuts, corrections and checked copies.
Finish with a repeatable routine for entering and checking the data behind your analysis.Open guide →02Savings and budgetFrom categorised expenses to limits and goals
Learn to connect categories and budgets, check usage and track a goal with actual data.
Finish with checked limits, a goal and a method for interpreting their progress separately.Open guide →03Debt and net worthOrganise commitments and understand your net-worth summary
A walkthrough for entering debts, checking payments, reviewing positions and distinguishing net worth from monthly flow.
Finish with documented commitments and a summary you can compare with positions and records.Open guide →04Freelance or hourlyRecord shifts, rates and payments without duplicates
Configure your menu, organise jobs, check the hourly form and reuse templates accurately.
Finish with a checked hourly record and a clear workflow for reviewing each settlement.Open guide →03 / SMALL HABITS
Tips for using the app well
Use templates for details, not decisions
Prepare repeated details for a purchase or shift. When applying them, confirm the current entry’s amount, date and associations.
Quick templatesCheck automated entries
After setting a recurrence, review its first occurrences. Update the rule if the amount changes and avoid manually adding an entry already generated.
Automatic recordsAlways compare the same period
When a figure differs between the records list, Charts and Budgets, first check dates, categories and record type. Review the originals before changing the plan.
Records list / Charts / BudgetsInterpret forecasts in context
The Predictive calendar helps explore scenarios using available data. Check confirmed payments and expenses; a forecast does not verify a bank balance or guarantee a result.
Predictive calendarOpen the copy you just saved
Saving a file is the first step. Check its contents, date and format, and distinguish an export for review from a backup supported for restoration.
Export / Backup04 / FAQ
Frequently asked questions
Must I follow the guide for my exact profile?
Start with the guide that describes your situation and consult others when useful. Your personal profile and menu configuration are separate preferences; combine your situation with the priority you want to work on.
Why can’t I see a tool from the tutorial?
Check your personalised menu in Settings and the version and platform you use. Some tools or features depend on the version or your access. Images show Android and do not guarantee the same layout on web or iOS.
Does choosing Household or couple share my information?
The profile alone does not create a joint account or enable synchronisation between people. Review the data you choose to share and use only authorised access.
Does a template or automatic entry move money?
These features help enter or generate Prism records. They do not instruct bank transfers. Check each amount and avoid duplicating entries already recorded.
Is an export the same as a restorable backup?
It depends on the format and the feature available in your version. Check restore options before relying on the file; an export for review may not include all settings.