Track your assets, liabilities, budget, goals, and retirement plan in one clean dashboard. Your data syncs to your private account — accessible from any device, any time.
From daily budgeting to long-term retirement planning, Prism Finance gives you a complete picture — always up to date, always in sync.
Dashboard Overview
A single-glance summary of your financial health: KPI cards, net worth trend chart, asset allocation, and budget snapshot — all on one screen.
Asset Tracking
Track checking accounts, investments, real estate, vehicles, crypto, and more. Grouped by type with inline editing for quick updates.
Liability Management
Monitor mortgages, loans, and credit cards. See balances, interest rates, and minimum payments — grouped and sorted by debt type.
Budget Planning
Plan income and recurring expenses at any frequency — monthly, weekly, bi-weekly, quarterly, or annually. See your net cash flow instantly.
Goal Tracking
Set savings goals, debt payoff targets, and investment milestones. Visual progress bars and countdown timers keep you on track.
Retirement Planner
Model your path to retirement with compound-growth projections. Set your age, savings rate, and growth assumptions — see estimated monthly income in today's dollars.
How It Works
Up and running in minutes
No downloads, no configuration. Create an account and start building your financial picture.
1
Create Your Account
Sign up with a username and password — no email required, no credit card, no verification. Your private dashboard is ready instantly.
2
Add Your Data
Enter your assets, liabilities, income, expenses, goals, and retirement targets using the clean forms or inline editing.
3
Access It Anywhere
Your dashboard syncs to your account automatically. Log in from any browser or device and pick up right where you left off.
Private by Design
Your data is stored in a secure private account. We never share, sell, or analyze your financial information.
Sync Across Devices
Access your full dashboard from any device. Changes sync automatically every time you update your data.
No Ads. No Tracking.
No analytics, no cookies, no third-party tracking scripts. Just a clean tool that works for you and no one else.
Your finances, finally in focus.
Create your free account and start tracking your finances today.