Profile and preferences

The profile menu is the main account control surface in the authenticated app.

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Profile menu contents

• Profile settings
• Usage
• Billing and plan
• Theme
• Accounts
• Categories
• Bookmarks
• Import statement
• Shared access
• AI report
• Debt payoff
• Export CSV
• Print options
• Sign out

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Theme

New accounts default to dark mode. Users can switch between dark and light mode from the profile menu.

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Appearance settings

Users can configure:

• Transaction logos
• Brand colors
• Keyboard shortcuts
• Payday celebration
• Sidebar insights
• AI recommendations opt-in
• Marketing emails opt-in

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Usage

The usage modal shows plan limits and current usage. It is especially important for Free users.

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Export and print

Users can export the current month as CSV or print the calendar in a tidy or full format.