Keep track of your salary, expenses and goals

In onboarding choose “Stable salary”, then your first priority: Daily control, Budget, Debt, Savings and emergency or Tax planning. These preferences personalise the experience; they do not change your recorded amounts.

If you already use Prism, open Settings and look for your financial focus or the option to reopen onboarding. Also check your currency and the categories you will use. Screen names and layouts may differ across Android, iOS and web.

Open Records and select Income. Choose a salary category, add a description such as “October salary” and enter the amount you actually received. Use the payment date so the record belongs to the correct period.

Only use extras or bonuses for additional amounts you have not already included in the main amount. After saving, open the record in the list and compare its total with the payment receipt. If you made a mistake, correct that record before creating another.

Select Expenses and record an actual payment. Separate, for example, Food, Housing, Transport and Leisure. Add a short description you can search later; consistent categories make budgets and analysis easier to interpret.

If you have configured accounts or tags, check the association before saving. Start with a short category list rather than several almost identical categories. Do not record a payment again just because it also appears on a receipt or statement.

Open Budgets, select a category and enter the monthly limit you want to track. The limit is a tracking reference, not a money movement: saving it does not record an expense or move funds between accounts.

Start with a category that already has recorded expenses. After saving, compare the spent amount and usage percentage with records from the same period. If they differ, check dates, categories and possible duplicates before changing the limit.

Open Goals and choose a concrete name such as “Personal reserve” or “Training”. Enter the target amount and select the appropriate type. Use the tracking options available in your version to reflect actual progress.

A goal or simulator helps organise a plan; it does not instruct a bank transfer. Before interpreting the percentage, check the target amount and the progress shown on screen. Keep actual contributions and estimates clearly identified.

For a recurring entry, open Automatic records and configure the available type, description, category, amount, frequency and dates. Check the full period before confirming. Automation creates Prism records; it does not execute payments or query your bank.

After enabling it, review the first occurrences in the records list. If you already added a manual entry or the amount changed, correct the setup and avoid counting both. For uncertain payments, a template reviewed when paid may be more appropriate than a fixed recurrence.

In the records list, search descriptions and use type and category filters to find the entries you want to review. Check amounts, dates and repeated records. The Calendar helps locate days with activity; colours do not replace reading the details.

At month end, use the same period in Charts, Statistics and Budgets. Compare the result with receipts you keep and note the category or habit to review next month. Your records balance depends on what you entered and may differ from your bank balance.

Find Export or Backup in your version. Choose an available format for your intended use and save the file in a private location. Open the export and check it includes the expected period and entries.

An export for reviewing data and a restorable backup may serve different purposes. Before changing devices or restoring, check the supported format, keep the previous copy and review your version’s restore instructions. Do not assume CSV can recover all settings.