Settings & Changing Base currency

e.g. Changing US base currency to another

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Last Update 4 bulan yang lalu

You can easily customize things for your needs by accessing the app Settings.


Accessing Available Settings

  • Tap the Gear icon located in the top-right corner above the graph. This will take you to the Settings menu:
    • Authentication: Enable or Disabled the app authentication for extra security.
    • Years of Forecast: Adjust the number of years for your financial forecast.
    • Default Warning Amounts: Set a default warning threshold. This can be customized for each account individually if needed.
    • Graph Type/Style: Choose your preferred graph type or style for data visualization.
    • Base Currency: Change the app's default currency to match your preferred currency. Important: all existing Plans will remain under the previous currency so they will need to be re-created as needed.

NOTE: Remember to tap Save to apply these changes. The ability to change the default currency is available only in the CashFlow+ app other apps like Fiance do not have this ability.

Crypto Configuration

  • Growth and Volatility Defaults: Customize the growth and volatility parameters for cryptocurrencies in the Crypto Config section.


Categories & Accounts

  • Category & Account Names: Rename, reorder or remove any Category or Account to better reflect your financial tracking.


Other Options

  • Export & Import Data: Export your financial data as needed.
  • Erase all Data
  • Help - Contact Support: Reach out to support for any assistance.
    • Repeat the Tutorial: Restart the tutorial on using the app.

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