Settings
Everything you set up once and rarely touch: connected accounts, automations, importing and exporting your data, how the app looks, what alerts you get, and your sign-in. Sections are grouped in the left menu under Connections, Automation, Data, and Preferences.
How to use
- Open the Settings tab.
- Pick a section from the menu on the left:
- Sources — connect your wallets, exchanges, and banks, and manage their keys. See API keys and Bank connection setup.
- Amortization — slowly lower a holding's value over time, for things that depreciate like a car.
- Recurring Buy — view and edit your repeating purchases (you create these from the Trade form).
- Import — bring in data from a backup, a spreadsheet, or a demo set. See Import.
- Export — download a full backup of your data, or wipe everything (careful — this can't be undone).
- Lists — edit the Provider, Account, and Category options that show up in dropdowns.
- Appearance — switch between light and dark mode, and turn business mode on or off.
- Default view — save your current dashboard filters as the view you'll land on each time.
- Notifications — choose what updates you get and where (email or Telegram), and set up your Telegram bot. See Update Emails and Telegram bot.
- Targets — set your ideal asset mix. See Allocation targets & rebalancing alerts.
- Billing — manage your subscription.
- Account — see who you're signed in as, and sign out.
- Security — protect your amounts with a passphrase only you know. See Security & Privacy.
Good to know
- Renaming a list value updates everywhere it's used. Rename a provider from "Binance" to "Kraken" and every holding using it changes too. You can only delete a value nothing is using — otherwise rename it.
- Delete all data is permanent. It lives in Export, under Danger zone, right next to the backup button on purpose. Always download a backup first.
- Dark mode follows your account. Switch it on and it stays on across every device you sign in from.
- Business mode tracks separate accounts; with it off, everything files under one personal view.
- Amortization catches up after downtime. It runs weekly. If the app was off for a while, the next run applies all the missed weeks at once, so don't be surprised by a sudden drop.
- Create recurring buys from the Trade form, not here — this section only lists and edits them.
- How a price refreshes is set in Prices, not here. See Prices.