Household setup pack
Organize once. Share the rules, not the money.
You've taught PrismWorth that “SQ *BLUE BOTTLE 4471” is your coffee shop. Hand that knowledge to a partner or family member in one small file — without handing over anything financial.
prismworth-household-setup.jsonExample
SQ *BLUE BOTTLE 4471Blue BottleCoffeeAMZN Mktp US*2K4AmazonShoppingTST* LUIGIS PIZZALuigi's PizzaRestaurants
Included
- Merchant rename rules
- Transaction category rules
Never included
- Bank logins or credentials
- Accounts or account numbers
- Balances
- Transaction history
How it works
- 01
Share
In PrismWorth Settings, under Household, choose Share household setup.
- 02
Send privately
Send the file by AirDrop, Messages, or another private channel.
- 03
Import
On the other phone, open PrismWorth Settings and choose Import household setup. Matching transactions update to follow your rules.
The household setup pack is included free.