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

Preferences & Settings Overview

Customize your Personal Finance Tracker experience

Make the app work for you by customizing preferences and settings. Control notifications, set your currency, adjust date formats, and manage your account security. A personalized experience helps you stay organized and motivated.

In This Section

Customizing Preferences

Personalize your experience with custom settings

Notification Settings

Control when and how you receive alerts and reminders

Currency & Format

Set your currency, date format, and regional preferences

Account Settings

Manage your profile, password, and account security

Settings Tips

Set Up Notifications

Enable budget alerts and reminders to stay on track without constantly checking the app.

Choose Your Currency

Set your local currency early so all amounts display correctly throughout the app.

Secure Your Account

Use a strong password and keep your email address up to date for account recovery.

Review Periodically

Check your settings every few months to ensure they still match your needs and preferences.

Related Topics

Settings enhance these other features

Profile

Set up your personal information

Budget Alerts

Configure when you get budget notifications

Dashboard

Customize your dashboard view