Screen Shot 2021-02-26 at 12.16.14 am.png

Say goodbye to spreadsheets with the PrimeSolve budgeting tool.

  • PrimeSolve has partnered with Yodlee enabling clients to track all of their money in one place via our account aggregation tool. 

  • Analyse your spend by category and value. Know where your money really goes.​

  • Transactions are auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & track your lifestyle.  

  • Compare budget expenses v actual expenses to develop a better understanding of how clients are tracking against stated goals.