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Settings

Settings is split into tabs:

  • Categories: add, rename, reorder and delete categories and groups, and pick their icons.
  • Accounts: change the order accounts appear in.
  • Connected Banks: set up SimpleFIN, Plaid or Enable Banking and manage your bank connections.
  • Data: export transactions to CSV, download a full backup, or restore one.
  • Preferences: theme, sidebar, icons, currency symbol and date format.
  • Server: where your data lives; on a self-hosted server also a security check, your signed-in devices and your password.
Settings: CategoriesSettings: Categories

Read Settings in the guide.