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

Customizing Preferences

Overview of how to access and save your preferences

1

Navigate to Preferences

Click on Preferences in the main navigation menu to access all customization options for the app.

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2

Preferences Sections Overview

The Preferences page is organized into three main sections:

  • Appearance: Control theme, currency, and language settings
  • Notifications: Manage email alerts, budget warnings, goal reminders, and weekly reports
  • Display Options: Customize how information is displayed throughout the app

Each section has specific settings you can configure independently

Step illustration
3

Making Changes

Preferences use different types of controls:

  • Dropdowns: Click to see available options (theme, currency, language)
  • Toggle Switches: Click to turn settings on or off (notifications, display options)

You can modify multiple settings before saving

4

Saving Your Changes

After adjusting any preferences:

  1. Scroll to the bottom of the Preferences page
  2. Click the Save Preferences button
  3. A success toast message will appear: "Preferences saved successfully"

Important: You must click Save Preferences for your changes to take effect. If you navigate away without saving, changes will be lost.

5

When Changes Take Effect

Once you save your preferences:

  • Changes apply immediately throughout the app
  • Theme changes update the entire interface instantly
  • Currency and format changes update all displays
  • Notification settings control future alerts
  • Display options update lists and tables right away

You can return to Preferences anytime to adjust your settings