Finances - Settings
Overview
The Finances Settings section allows you to configure your financial management preferences, including currency, categories, and notification settings.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Settings
Features
General Settings
- Default currency
- Date format
- Start of week
- Number format
Category Management
- Create categories
- Edit categories
- Delete unused
- Merge categories
Transaction Settings
- Default account
- Auto-categorization
- Duplicate detection
- Receipt scanning
Notification Settings
- Budget alerts
- Bill reminders
- Low balance warnings
- Report scheduling
Quick Reference
| Setting | Description |
|---|---|
| Currency | Default monetary unit |
| Categories | Income/expense types |
| Notifications | Alert preferences |
| Export | Data export options |