PrismWorth brings your net worth, cash flow, budget, goals, recurring obligations, subscriptions, and investment positions into one thoughtful financial workspace. UNDERSTAND THE WHOLE PICTURE • See assets and debts together in a clear net-worth view. • Follow cash flow and a 30-day forecast without losing the underlying transactions. • Build a flexible monthly budget around fixed, flexible, and goal-based spending. • Track goals, recurring bills, income, and subscriptions in context. CONNECT OR STAY MANUAL • Connect supported financial institutions through Plaid using a read-only flow. • Add manual cash, investment, property, credit, loan, and other accounts whenever a connection is unavailable or unwanted. • Export your transaction history as CSV from Settings. INVEST WITH CONTEXT • Review supported investment accounts, holdings, allocation, and available cost-basis information. • Keep manual investment balances alongside connected accounts. • PrismWorth does not support trading or money movement. PRIVACY-MINDED BY DESIGN • Your financial records are stored on your device. • Bank connections are optional and use Plaid's secure authorization flow. • Support diagnostics exclude credentials, account numbers, holdings, and transaction amounts. PRISMWORTH PREMIUM Premium unlocks Subscription Autopsy, trial reminders, price-change insights, and other advanced views. Monthly and yearly auto-renewable subscriptions are available. Payment is charged to your Apple Account. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel subscriptions in your Apple Account settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://ledgerly-backend.vercel.app/privacy Some connected features depend on institution and data-provider availability. PrismWorth is an informational personal-finance tool and does not provide financial, investment, tax, or legal advice.
Finance · iPhone, iPad · Free
