Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Setting Up Your Profile

Customize your profile and preferences for a personalized experience

Your profile contains your basic personal information that will be displayed throughout the app. Keep it up to date for a personalized experience.

1

Access Your Profile Settings

Click your profile picture or name in the top right corner of the dashboard. Select "Profiles"from the dropdown menu.

Step illustration
2

Update Personal Information

In the profile section, you can update:

  • First Name: Your first name
  • Last Name: Your last name
  • Display Name: How you want to be addressed in the app (optional - defaults to first and last name if left empty)
Step illustration
3

Save Your Changes

After updating your information, click the "Save Changes" button at the bottom of the form. You'll see a confirmation message when your profile is updated successfully.

If you don't want to save your changes, click the "Cancel" button to discard them.

Need to Make Changes Later?

You can update your profile information anytime by accessing Profile Settings from the navigation menu. Your changes are saved immediately after clicking "Save Changes".