Settings
Settings is split into tabs. The tab you're on is part of the page's address, so you can bookmark one.
Categories
Your income and expense categories, in their groups. Create group adds a group for income or expenses, and Create Category adds a category to a group. Edit a category to change its icon, name, group and budget type; drag categories and groups to reorder them; Delete a category and choose where its transactions move. See How budgeting works.
Accounts
Account Order: drag accounts into the order you want them in the sidebar and on the Accounts page.
Connected Banks
Set up SimpleFIN, Plaid or Enable Banking, see each connected bank with when it last synced, Sync Now, and disconnect.
Data
- Export Transactions: save transactions as a CSV file for a spreadsheet, optionally only those between two dates.
- Full Backup: Download Backup saves everything in one file.
- Restore from Backup: replaces your budget with a backup file.
See Backups and exports.
Preferences
| Setting | Choices |
|---|---|
| Theme | Light, Dark, or System (follows your computer or phone). |
| Sidebar | Pinned (always open) or Auto-hide (collapsed, opens when you point at it). The pin at the top of the sidebar does the same. On a computer, when it's pinned, drag its right edge to make it wider or narrower; double-click the edge to reset its width. |
| Icons | Show or hide merchant, category and account icons. |
| Number format | Automatic (as your device's language writes amounts), 1,234.56, 1.234,56, 1 234,56 or 1'234.56. |
| Currency symbol | Up to 3 characters, like $, €, £ or EUR, shown Before (€12.50) or After (12,50 €) the amount, or Automatic. Once your budget has a currency, its symbol comes from it and only the side is chosen here. |
| Date Format | Jan 5, 2026, 01/05/2026, 05/01/2026, 05.01.2026 or 2026-01-05. |
The number format and currency symbol only change how amounts look, never their value. Whatever
the format, you can type an amount with a decimal point or a decimal comma: 12.50, 12,50 and
12,5 all mean twelve fifty, and 1.234,56 and 1,234.56 are both one thousand two hundred
thirty-four fifty-six. Only a number like 1.234 depends on the format: with 1.234,56 it's one
thousand two hundred thirty-four, with 1,234.56 it's one twenty-three. If you type something
that isn't an amount, the field says so and nothing is saved until it's fixed.
If you used FlyBudget before the number format existed, it keeps showing $1,234.56 until you
choose otherwise. New installs start on Automatic.
Reset to defaults puts them all back. Preferences are saved in your browser (or in the desktop app) rather than in your budget, so each device can have its own.
Server
Where your data lives, and the version of FlyBudget you're running.
- Desktop app: your budget is a file on this computer. This tab links to the self-hosting guide if you'd like to use FlyBudget on other devices.
- Self-hosted server: a Security check of your setup (HTTPS, proxy, allowed hosts, encryption key, password) with a hint for anything to fix, your Signed-in devices (sign out any of them, or all the others), Change password, Sign out, and Keep a copy of my budget on this device (see Working offline).
Undo
Made a mistake? Press Ctrl+Z (⌘+Z on a Mac) to undo your last change, and Ctrl+Shift+Z to redo it. A message at the bottom of the screen says what was undone, with a button to redo it. Undo works for changes to transactions, accounts, budget amounts, categories, payees, rules, recurring items, goals, reports and dashboards, while you're not typing in a field.
The status line at the bottom of the sidebar shows where your budget is stored and whether FlyBudget can reach it; click it for details, including the version.