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

Account Settings

Manage your email address and password

1

Navigate to Settings

Click on Settings in the main navigation menu to access your account security settings.

Step illustration
2

Update Email Address

To change your email address:

  1. Your current email is displayed in the Current Email field
  2. Enter your new email in the New Email field
  3. Click Update Email
  4. Check your new email inbox for a confirmation link
  5. Click the link to complete the email change

Email must be valid format (e.g., user@example.com)

Step illustration
3

Change Password

To update your password:

  1. Enter your new password in the New Password field
  2. Re-enter it in the Confirm Password field
  3. Click Update Password
  4. A success message will confirm the change

Password must be at least 8 characters long

Step illustration
4

Password Visibility Toggle

Each password field has an eye icon on the right side. Click it to toggle between showing and hiding your password as you type.

5

Security Best Practices

Follow these security recommendations:

  • Use a strong, unique password (at least 8 characters)
  • Include uppercase, lowercase, numbers, and symbols
  • Don't reuse passwords from other accounts
  • Change your password regularly (every 3-6 months)
  • Never share your password with anyone
6

Guest Account Limitations

If you're using a guest account, you'll see a warning that you cannot update email or password. Guest accounts are read-only demonstrations. Create a real account to access full functionality.