Settings
Profile & Preferences
Personal settings — currency, timezone, theme, and unified total.
Profile settings live under Settings (/settings) and apply to your user account across all workspaces.
Fields
| Setting | Purpose |
|---|---|
| Full name | Display name |
| Default currency | Pre-filled on new expenses (ISO 4217) |
| Timezone | Used for reminder scheduling (IANA, e.g. Asia/Kolkata) |
| Reminder email | Where bill reminder digests are sent |
| Unified total | Show a single-currency rollup on dashboard (Pro) |
| Base currency | Target currency for unified total |
| Theme | system, light, or dark (toggle in header/sidebar) |
Unified total (Pro)
When enabled and FX rates are available, the dashboard shows one combined monthly burn converted to your base currency. Rates refresh daily via the reminders cron job.
Requires the fx:unified plan feature when billing is enforced.
Country
Country is set during onboarding and drives initial currency/timezone defaults. It is stored on your profile as ISO 3166-1 alpha-2.
Workspace vs profile
Workspace name, plan, and members are workspace-scoped. Profile fields follow you when you switch workspaces.