
Book settings
Per-book preferences — these travel with the book file. App-level settings (theme, palette, language) live under App settings.
Display & formatting
- Symbol position — before / after the amount, or Per currency to follow each currency's convention.
- Negative format — Parentheses / Minus before / Minus after. Changes here repaint every amount in the app immediately.
- Base currency — read-only. The reference currency for net worth and cross-account reports. Cannot be changed after the book has transactions; create a new book if needed.
Financial calendar
- Work week — Mon–Fri / Sun–Thu / Sat–Wed. Drives the next-due math for recurring templates landing on weekends and the Weekdays preset in period pickers.
Classifications (conditional)
Two optional secondary tags on every transaction. Leave the name field empty to disable that classification entirely; set a non-empty name to turn it on. Disabled classifications are hidden from the new-transaction form and from reports. Values show up on transaction rows as small tags when Show classification tags on rows is on in App settings.
Password (conditional)
- Add password — shown only when the book has no password yet. Sets a password and re-encrypts the book in place. Web only for now; native shows "Coming soon".
- Change password — shown when a password is set. Asks for the current one, then the new one twice. In the browser the new password does not re-encrypt the book (the data key stays the same), so someone who has the old password and an older copy of the book can still read newer copies. If the old password may have leaked, make a backup and restore it as a new book with a new password. The phone and tablet apps re-encrypt the book when the password changes.
- Auto-lock — locks password-protected books on this device after 1, 5, 15 (the default) or 60 minutes without activity, or after that long in the background; Never turns it off. An editor with unsaved changes postpones the lock until you save or discard them. The setting applies to the whole device, not just to this book.
- Biometric unlock — toggle that lets the next session resume without typing the password. Requires the device to have biometrics enrolled (Face ID, Touch ID, Android biometric). The book is added to / removed from
appPrefs.biometricBookswhen toggled.
Tips
- Display-format changes hot-reload every formatted amount — no restart needed.
- Lose the password and there's no recovery. Take a fresh backup before changing it.