Guide
Settings

Guide section

Settings

Money settings

Wallets, budgets, scheduled entries, savings goals, and purchase wishlist from Settings.

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The Money tab groups everything that defines where money lives and how you plan spending—wallets, budgets, recurring bills, goals, and the cooling-off wishlist.

Money

Wallets (expandable)

  • Add, rename, reorder, and hide wallets
  • Set default wallet for new expenses
  • Opening balances and currency per wallet
  • Under E2EE, wallet balances sync as encrypted—unlock to see amounts on a new device

Budgets (expandable)

  • Category budgets and payment-method budgets
  • Thresholds for alerts (Settings → Alerts)
  • Rollover options where supported

Scheduled entries

Goals

  • Create and edit savings goals
  • Target amounts and deadlines
  • Contributions appear under Transactions → Goals

Purchase wishlist

E2EE note

Money settings themselves (wallet names, budget caps you type locally) follow your sync mode. Synced financial amounts under E2EE need an unlocked device to display correctly after install.

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