No bank links · No ads · Full control

Your finances,
clear at last.

Track net worth, assets, liabilities, budget, goals, and retirement — all in one private dashboard. No bank account linking required. Your data stays yours.

Start for Free See All Features
No bank account linking
No third-party data sharing
No credit card to sign up
$312K
Net Worth
$498K
Total Assets
+$3.2K
Cash Flow
72%
Goal Progress
Dashboard
Net Worth
$312,450
Total Assets
$498,200
Liabilities
$185,750
Cash Flow
+$3,240
Net Worth Trend
Allocation
Assets
Vanguard 401k
$142,000
Savings Account
$28,500
Home Equity
$195,000
ETF Portfolio
$87,200
Liabilities
Home Mortgage
$245,000
Auto Loan
$12,500
Chase Sapphire
$2,800
Student Loan
$18,400
Built for Every Angle of Your Finances

One app for your entire financial life

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 bank credentials, 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
Enter Your Numbers
Add your assets, liabilities, income, expenses, goals, and retirement targets manually. No bank linking, no credentials shared — you stay in full control.
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.
Simple Pricing

Start free. Upgrade when you need more.

No credit card required. Upgrade to Pro at any time.

Free
$0
forever

Dashboard, goals, assets & liabilities (up to 5 each).

Get Started Free
Most Popular
Pro
$5.99
per month

Everything in Free + unlimited assets, budgeting, and retirement planning.

Get Started with Pro
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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.

Take back control
of your money.

No bank links required. No ads. Start building your financial picture today — free.

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