Help
Step-by-step guides to every screen in Prosperia, from first setup to the Privacy Center.
Getting started
Your money
- Activity and transactionsFind any transaction, change its category, and split, tag or add notes to it.
- AccountsSee every account Prosperia tracks, add new ones, and keep balances right.
- Importing filesBring in a CSV, OFX or QFX file from your bank, and check an account against your bank.
- Connecting banksConnect a bank through Plaid, keep it syncing, fix a connection that needs you, and disconnect it when you’re done.
Budgets and planning
- Flow and budgetsSee how your month is going, set a budget for each category, and track your grade from month to month.
- Spending and categoriesSee where a month went, look inside one category, and make categories of your own.
- Bills and forecastSee the bills and paydays coming in the next 30 days, how low your cash could get, and get a reminder the day before each bill.
- Debt payoffBuild a payoff plan for your credit cards and loans, compare two payoff orders and see when you could be debt-free.
Advisor
Privacy and settings
- Privacy CenterSee what Prosperia keeps and where, and control app lock, Hide amounts, reports, export and Delete everything.
- You and settingsThe You screen: your accounts, bills and reminders, the monthly check-in, debt payoff, categories and the Privacy Center in one place.
- SubscriptionWhat’s free in Prosperia, what the subscription adds, and how to subscribe, restore, cancel or get a refund.
Troubleshooting
Can’t find what you need? Write to support@stewmore.dev.