How to manage your profile and settings

Your profile page groups personal preferences, security options, and data import/export tools. Open it via the user icon in the top-right corner of the application.

Preferences  

• Theme, choose the visual theme of the application.
• Default currency, the currency used in overviews and reports.

Additional currencies can be managed by an administrator under Settings → Currencies, where a currency name, code, and symbol can be registered. Other application-wide settings, such as the number of records per page, are under Settings → Configure.

Security  

Two-factor authentication  

Two-factor authentication adds a one-time code from an authenticator app to your login. Enable it under Security → 2-factor authentication and follow the instructions on screen. It can be disabled again on the same page.

  Note

When two-factor authentication is enabled you will be asked for the code after entering your password. OpenID Connect logins do not use this page — your provider manages multi-factor settings.

Active sessions  

Under Security → Active sessions you can see the sessions currently logged in to your account, including when each session started and when it expires.

Change password  

Under Security → Change password you can set a new password for your account.

Import and export  

• Import configuration, restores a previously downloaded profile export (JSON). The import adds accounts, categories, and rules; it does not remove existing content.
• Download configuration, exports your profile — including accounts, categories, and rules — to a profile-export.json file. Use it as a backup or to move your setup to another installation.
• Transactions, downloads all your transactions as a CSV file.