Settings

Settings is where you control how the app behaves for you: who you are signed in as, how figures and dates are displayed, where your uploaded files are kept, and which conditions you want alert rules for. It is also where you export or delete your data.

What it shows

Settings has two tabs.

Account settings shows the email address you are signed in with and your current plan, then a form of preferences:

Field	What it controls
Display name	The name shown for your account.
Preferred currency	The display currency: figures across the app are converted to it at an indicative daily rate for display only; stored amounts are unchanged. Choose Native to see amounts as recorded.
Locale	The interface language and regional formatting — 18 languages: English, Spanish, French, German, Italian, Portuguese, Dutch, Swedish, Polish, Turkish, Arabic, Hebrew, Hindi, Chinese (simplified and traditional), Japanese, Korean and Russian.
Country	Your country.
Theme	Light, Dark, or System (follow your device).

Below the form are two further blocks:

• Security — your password is handled by the sign-in system, so the app links out to the provider's own account console to change it.
• Danger zone — export all of your data, or permanently delete your account.

Alert rules lists the rules you have defined, with their name, type, threshold and where each is sent, and lets you add, edit and remove them.

Features

Feature	What it does
Preferences form	Sets display name, preferred currency, locale, country and theme.
Change password	Opens your sign-in account page in a new tab.
Export my data	Downloads a copy of your data as a file.
Delete account	Permanently erases your account, its data and its stored files, after a confirmation. Deletion runs immediately. To start over without losing clients and team settings, use Clear everything in Files instead.
Alert rules	Create, edit and remove alerts, each with a type, an amount, a currency and where to send it.

Alert rule fields

A rule is made up of four things:

Field	Meaning
Name	Your label for the rule.
Type	What the rule is about — see the list below.
Threshold	An amount, plus the currency it is expressed in.
Where to send it	Email, web push or in the app.

The available rule types are: spending limit, budget warning, low balance, fraud detected, unusual activity, large transaction, duplicate transaction, recurring price change, statement processed, statement failed, and quota near limit.

How to use it

1. Open Settings.
2. On the Account settings tab, edit the fields you want to change.
3. Select Save changes. The preferred currency is applied across the app immediately.
4. To change your password, select Change password — this opens your sign-in account page.
5. To manage alerts, switch to the Alert rules tab, select New rule, give it a name, pick a type, set the threshold amount and currency, choose where to send it, and save.
6. Edit or remove an existing rule using the actions at the end of its row.

Notes and limits

• Integrations, API keys and webhooks live in their own tabs here — see Integrations, open banking & API.
• The export is a single file covering your profile, bank accounts, transactions, categories, statement details, investments and alerts. It lists your statements' details — the original uploaded documents themselves are not part of it.
• Deleting your account is permanent. It removes your account and all associated data, and you are signed out immediately afterwards. There is no undo.
• Alert rules are personal. Rules you create belong to your own account, not to everyone using the same organisation.
• A rule records a condition, not a schedule. You set the type, threshold and where to send it here; there is no separate alerts inbox screen in the app today.
• Your plan is shown here for reference only. To change it, use Billing; allowances are listed under Plans & limits.