Your profile lives in Settings, on the Account tab. Everything below is on that one screen.
Name
Name, how you appear in Finthy. It is for your own benefit and for anyone you share a space with.
Currency Preferences
Default Currency is the currency every total is shown in: all amounts are converted to it for display and calculations. Individual accounts can hold other currencies; this is the one the dashboard adds up in.
There is also an Income Currency, used when your income arrives in a different currency from your default. Left alone, it uses your default currency and tells you so.
Language Preferences
Default Language sets the interface language. Finthy is available in English, Spanish and Portuguese (Brazil).
Time Zone
Time zone decides which day a thing belongs to for you. It starts as Not set, and Finthy offers Use this device’s time zone with your current one filled in, which is the easy answer.
It matters more than it looks. A statement that lands near midnight, and the day a transaction is counted on, both depend on it. If a transaction keeps appearing a day out, this is the setting to check.
Saving
Changes on this tab are applied with Save Changes, and Finthy confirms with “Settings saved successfully”. If something fails it says so rather than silently keeping the old value.
Your email is here but changed elsewhere
The Account tab shows your email, and that is all it does with it. To change it, open the Security tab and use Change Email Address: you enter the new address, a confirmation link goes to it, your current address gets a notification with a cancel link, and the link is good for one hour.
Looking for the change on the Account tab, next to where the address is displayed, is the usual confusion.
Good to know
- Changing your default currency does not rewrite history. Past transactions keep the currency they were recorded in; they are converted for display at the rate for their own date.
- Your plan, banks and data are untouched by anything on this tab.