All collections
Account, billing & security
Manage your profile, subscription, privacy, exports, and account security.
5 articlesManage profile, language, country, and display currency
Find account-profile controls and understand which settings change reporting, inflation, and interface language.
1 min readManage subscription, payments, and cancellation
View plan status and renewal, open Paddle billing, or return to the Free plan without deleting data.
1 min readExport all account data
Download a confirmed CSV export containing institutions, accounts, histories, assets, liabilities, income, and expenses.
1 min readUse privacy, theme, notifications, and account controls
Hide financial amounts, switch theme, read notifications, share a referral, manage profile, or sign out.
1 min readUnderstand Free and Premium limits
Know the Free-plan limits, what becomes locked after downgrade, and which features may require Premium.
1 min read