Administration4 min read
Settings
Settings collects everything that configures the workspace rather than recording money.
Business information
/settingsName, logo, base currency, fiscal year start and default tax rate. Admin only.
Categories
/settingsIncome and expense categories, including sub categories. A starter set is created with your business; adjust it to match how you actually think about your money.
Note: A category in use by an entry cannot be deleted. Rename it or create a new one instead.
Notifications
/settings- Overdue receivables
- When someone has not paid you.
- Upcoming bills
- Before a recurring expense falls due.
- Weekly summary
- A digest of the week. Off by default.