Settings
Your profile, preferences, planning assumptions, your data, and getting help.
To open Settings, click your name at the bottom of the sidebar and choose Settings. Settings has five tabs: Profile, Security, Preferences, Notifications and Data & privacy.
Your password, two-factor sign-in and signed-in devices are in Security. See Sign up and sign in for those.
- Update your profile and preferencesChange your name and photo, your locale and timezone, the currency your totals are shown in, and light or dark mode.
- Set your planning assumptionsSet your age, inflation, expected returns, currency and withdrawal rate, the numbers every Finsplore projection is built on.
- Download your dataDownload a copy of the information Finsplore holds about you, as a JSON file or a CSV summary.
- Get help and report a problemFind guides inside Finsplore, and tell the Finsplore team when something is not working.
Review categories suggested by connected apps
See which categories a connected AI app suggested for your transactions, and accept them one at a time or all at once.
Update your profile and preferences
Change your name and photo, your locale and timezone, the currency your totals are shown in, and light or dark mode.