Net worth
—
Add your first account to see your net worth
Total cash
—
No cash accounts added yet
Liabilities
—
No liabilities tracked yet
Budget remaining
—
Set up a budget to track spending
Next 14 days
CheckingAccounts
Budget
Total assets
—
Total liabilities
—
Net worth
—
Assets
| Account | Type | Value |
|---|
Liabilities
| Account | Type | Balance |
|---|
Checking · ····----
$0.00
All
Planned
Pending
Unplanned
Viewing transactions for:
Planned Confirmed as expected
Pending Expected, not yet posted
Unplanned Not in budget
Cleared Confirmed by bank
| Date | Vendor | Description | Category | Type | Money in | Money out | Balance |
|---|
Credit Card · ····----
$0.00 owed
| Date | Description | Category | Type | Amount | Balance |
|---|
Auto Loan
$0.00 remaining
Loan details
Original amount—
Interest rate—
Date opened—
Monthly payment—
Estimated payoff—
Total paid to date—
Payoff progress
$0—
0% paid off
Budget category
—
Payments post to Checking ↗
Payment history
| Date | Account | Principal | Interest | Payment | Balance |
|---|
Select month:
Current month
Budgeted
—
Actual spent
—
Remaining
—
Category
Budgeted
Actual
Variance
This Month's Challenges
Opt in to stay motivatedReconciling
Account
Statement end date: —
Compare your transactions against your bank statement to catch errors and confirm your balance.
Statement balance
$0.00
Cleared total
$0.00
Remaining to match
$0.00
This should reach $0.00 to finish
Transactions to clear
0 of 0 cleared
Tap or click any row to mark it as cleared by your bank statement.
| Date | Description | Category | Money in | Money out |
|---|
Check off transactions that appear on your bank statement.
Planned vs. ActualBudget vs. what you spent
Profit & LossIncome vs. expenses
Balance SheetAssets & liabilities
Income (Year to date)
—
Expenses (YTD)
—
Net savings (YTD)
—
Savings rate
—
Planned vs. actual by category
Over budget
On track
| Category | Jan | Feb | Mar | Apr | May | Jun | YTD |
|---|
Categories
Used across transactions, budget, and reports
Goals
Notifications
Profile
Household
Notifications
Billing
Connected Banks
Security
Data
Preferences
P
Your profile
Avatar upload comes with bank sync at launch
Display name
Email
Password
Change your account password
Connected accounts
Google — not connected
Household name
Invite a partner Plus
Share budgets and challenges with your partner
Email notifications
Push notifications
In-app notifications
Budget alerts
Large transactions
Weekly summary
Partner activity Plus
Current plan
Free
Trial status
No active trial
Referral link
Give a free month, get a free month
Connect your bank Plus
Live bank connections via Teller keep your ledger in sync automatically.
Two-factor authentication
Add an extra layer of security at login
Active sessions
This device — active now
Export CSV
Download all transactions as a CSV file
Import CSV
Bring in transactions from your bank
Export PDF Plus
Generate a polished PDF statement
Theme
Choose how Prospera looks
Default view
Where Prospera opens on login
Badges & milestones
Earn badges as you hit financial milestones. Keep going.