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

Currency & Format Settings

Configure currency, language, and number display formats

1

Choosing Your Currency

In the Appearance section of Preferences, click the Default Currency dropdown to select your preferred currency:

  • USD ($) - United States Dollar
  • EUR (€) - Euro
  • GBP (£) - British Pound
  • CAD (C$) - Canadian Dollar
  • AUD (A$) - Australian Dollar

The selected currency symbol will appear throughout the entire app

2

What Currency Setting Affects

Your currency selection impacts these areas:

  • All transaction amounts and account balances
  • Budget limits and spending totals
  • Financial goal targets and progress
  • Charts and reports on the Reports page
  • Exported CSV and PDF files
  • Dashboard summary cards

Note: This is a display setting only. It does not perform currency conversion. All amounts remain in the same value, just with a different symbol.

3

Language Selection

Also in the Appearance section, select your preferred language from the Language dropdown:

  • English - Default language
  • Español - Spanish
  • Français - French
  • Deutsch - German
  • Italiano - Italian

Language changes affect all UI text, button labels, and system messages

4

Show Cents Toggle

In the Display Options section (below Notifications), toggle Show Cents to control how decimal places are displayed:

Enabled (with cents): Displays precise amounts like $1,234.56 or €89.99

Disabled (whole numbers): Displays rounded amounts like $1,235 or €90

Useful for cleaner displays if you don't need cent-level precision

5

Combining Format Settings

You can combine currency and format settings for your preferred display style:

USD + Show Cents: $1,234.56
USD + No Cents: $1,235
EUR + Show Cents: €1,234.56
GBP + No Cents: £1,235

Choose the combination that best matches your preferences and the precision you need

6

Save Format Settings

After selecting your currency, language, and format options, click Save Preferences at the bottom of the page. All amounts and text throughout the app will immediately update to reflect your new settings.