Welcome to Prism Wallet
Your comprehensive personal finance companion
Prism Wallet helps you take control of your finances by connecting all your accounts in one place, tracking spending with smart budgets, and providing insights into your financial health.
What is Prism Wallet?
Prism Wallet is a personal finance app that helps you:
- Track all your accounts in one place
- Monitor spending with smart budgets
- Stay on top of bills and recurring payments
- Build better financial habits with gamification
First Steps
1. Create Your Account
Sign up with your email address, verify it, and set a secure password. You can also enable Face ID or Touch ID for quick access.
2. Complete Onboarding
During setup, you'll:
- Choose your preferred currency
- Select spending categories to track
- Set up your initial budgets (manually or with AI recommendations)
- Connect your first bank account
3. Connect Your Accounts
Link your bank accounts through Plaid to start automatically importing transactions. Prism supports over 13,000 financial institutions.
4. Choose a Plan
Select a subscription plan (monthly or annual) to unlock all features, or try Demo Mode to explore the app with sample data first.
Key Features
Dashboard
Your financial overview with customizable widgets showing net worth, recent transactions, budget status, and more.
Accounts
View and manage all connected bank accounts, credit cards, investments, and manually tracked assets.
Transactions
Automatically imported from your banks with smart categorization, powerful search and filtering, and bulk management tools.
Recurring Transactions
Track subscriptions, bills, and regular payments with a calendar view and upcoming payment reminders.
Budgets
Set spending limits by category or merchant, track progress in real time, and receive alerts before overspending.
Privacy & Security
Your financial data is protected with:
- Bank-level encryption via Plaid
- Biometric authentication (Face ID/Touch ID)
- Read-only bank connections (we cannot move money)
- Credentials handled directly by Plaid, never stored by Prism
Need Help?
- Browse our support articles for detailed guides
- Use the in-app live chat for real-time assistance
- Contact support at support@dicarlosoftware.solutions
- Check out our FAQ section
