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iOS Widgets Guide

Quick financial insights right from your home screen

Prism Wallet widgets for iOS let you check your finances without opening the app. Available in multiple sizes with customizable information.

Available Widgets

Small Widget (2x2)

Quick Balance View

  • Total net worth or
  • Specific account balance
  • Spent today amount
  • Budget status

Perfect for: Discrete financial checks

Medium Widget (4x2)

Financial Summary

  • Net worth total
  • Top 3 account balances
  • Monthly spending progress
  • Recent transaction

Perfect for: Daily financial overview

Large Widget (4x4)

Comprehensive Dashboard

  • Net worth with graph
  • Multiple account balances
  • Budget progress bars
  • Recent transactions list
  • Weekly spending trend

Perfect for: Complete financial picture

Adding Widgets

Step-by-Step Setup

  1. Enter Jiggle Mode
    • Long press on home screen
    • Tap the "+" in top corner
  2. Find Prism Wallet
    • Search "Prism" or scroll
    • Select Prism Wallet
  3. Choose Widget Size
    • Swipe to see options
    • Select preferred size
    • Tap "Add Widget"
  4. Position Widget
    • Drag to desired location
    • Tap "Done"

Widget Configuration

  1. Long Press Widget
  2. Select "Edit Widget"
  3. Choose Options:
    • Account to display
    • Information type
    • Update frequency
    • Privacy mode

Widget Types

Net Worth Widget

Shows:

  • Current net worth
  • Change from yesterday
  • Mini trend graph
  • Last update time

Customization:

  • Show/hide amount
  • Change comparison period
  • Include/exclude accounts

Account Balance Widget

Shows:

  • Selected account balance
  • Account name
  • Last transaction
  • Available credit (if applicable)

Options:

  • Choose any connected account
  • Show pending transactions
  • Hide sensitive info

Budget Widget

Shows:

  • Monthly budget progress
  • Top spending categories
  • Remaining budget
  • Days left in month

Features:

  • Select specific budgets
  • Color-coded warnings
  • Quick add transaction

Spending Widget

Shows:

  • Today's spending
  • Week/month total
  • Top merchants
  • Comparison to average

Customize:

  • Time period
  • Categories included
  • Comparison baseline

Privacy Features

Privacy Mode

Enable to:

  • Blur sensitive amounts
  • Show percentages only
  • Require authentication
  • Display placeholders

Smart Privacy

Automatically activates:

  • On Lock Screen
  • When device locked
  • In public (if enabled)
  • Based on location

Widget Permissions

Control what shows:

  • Full details always
  • Reduced on Lock Screen
  • Hidden when locked
  • Custom schedules

Widget Interactions

Tap Actions

Small Widget: Opens app dashboard Medium Widget: Opens specific section Large Widget: Multiple tap zones

Deep Links

Tap areas to go directly to:

  • Transaction list
  • Specific account
  • Budget details
  • Add transaction

Quick Actions

Some widgets support:

  • Refresh gesture
  • 3D Touch options
  • Swipe for more info

Customization Options

Information Display

Choose what to show:

  • Balances: Net worth, accounts
  • Spending: Daily, weekly, monthly
  • Budgets: Progress, remaining
  • Trends: Graphs, comparisons
  • Transactions: Recent, largest

Visual Options

Customize appearance:

  • Light/dark mode
  • Color themes
  • Graph styles
  • Font sizes
  • Density options

Update Settings

Configure refresh:

  • Real-time updates
  • Hourly refresh
  • Manual only
  • Battery-optimized

Stack Widgets

Creating Stacks

  1. Drag widget onto another
  2. iOS creates a stack
  3. Add multiple Prism widgets
  4. Swipe through options

Smart Stacks

iOS can show:

  • Net worth in morning
  • Budgets midday
  • Spending in evening
  • Based on usage patterns

Stack Ideas

Financial Review Stack:

  • Net worth overview
  • Budget progress
  • Recent transactions

Account Monitor Stack:

  • Multiple account balances
  • Rotate through accounts
  • See all finances

Troubleshooting

Widget Not Updating

Solutions:

  1. Open main app
  2. Pull to refresh
  3. Check widget settings
  4. Reinstall widget

Shows "Unable to Load"

Fixes:

  • Ensure app is logged in
  • Check internet connection
  • Verify account connections
  • Update app

Wrong Information

Steps:

  • Verify in main app first
  • Edit widget settings
  • Check selected account
  • Refresh data

Widget Disappeared

Recovery:

  • Check if still in stack
  • Re-add from widget gallery
  • Restart device
  • Update iOS

Best Practices

Widget Placement

Productivity Setup:

  • Small widget on main screen
  • Quick glance access
  • Near other daily apps

Financial Dashboard:

  • Large widget on dedicated screen
  • Full financial overview
  • Swipe for details

Privacy Balance

  • Use blur on Lock Screen
  • Full details on unlocked
  • Consider who sees phone
  • Adjust for comfort

Battery Optimization

  • Limit refresh frequency
  • Use manual updates
  • Disable unnecessary widgets
  • Monitor battery usage

Advanced Tips

Shortcuts Integration

Combine with:

  • Siri Shortcuts
  • Automation triggers
  • Widget actions
  • Quick workflows

Multiple Widgets

Use different widgets for:

  • Different accounts
  • Various time periods
  • Specific budgets
  • Family members

Focus Modes

Configure widgets for:

  • Work focus (hide personal)
  • Personal time (show all)
  • Sleep (minimal info)
  • Custom schedules

Widget Ideas

Daily Check Widget

  • Today's spending
  • Budget warnings
  • Unusual transactions
  • Quick wins

Investment Widget

  • Portfolio value
  • Daily change
  • Top performers
  • Market status

Goals Widget

  • Savings progress
  • Debt paydown
  • Net worth goals
  • Milestones

Coming Soon

Planned Features

  • Interactive charts
  • Live Activities
  • Lock Screen widgets
  • More customization

User Requests

  • Bill reminders
  • Subscription alerts
  • Family widgets
  • Apple Watch widgets

Remember: Widgets are powerful tools for staying connected to your finances without the friction of opening the app!