A tour of Settings
Settings is where you manage your profile, preferences, security, categories and rules, alerts, connected apps, linked banks and billing. It has a list of sections on the left and one panel on the right, and it stays open to you even if your subscription lapses.
On a computer, click Settings at the bottom of the sidebar. On a phone, tap More, then Settings under Account. On a phone the section list turns into a row of buttons above the panel.
Your details, your household, and your account
- Spouse Information appears when you choose Married
- Update Profile saves your changes
- Sign out and Delete account are at the bottom
The sections
General
- Profile
- Your name, date of birth, retirement age, home location and marital status, plus your spouse's details. Also Sign out and Delete account. See your profile, spouse and home location.
- Preferences
- Load All Transactions and Transaction Review Dots (below).
- Security
- Two-factor authentication. See turn on two-factor authentication.
Money
- Categories
- Your spending categories and groups. See how categories work.
- Labels
- Custom tags for transactions. See labels.
- Budget Templates
- Saved budget presets. See budget templates.
- Transaction Rules
- Automatic categories and names. See transaction rules.
- Savings Rate
- Whether your 401(k) counts toward your savings rate. See savings and savings rate.
- Alerts
- Which alerts you get, their thresholds, push notifications and quiet hours. See alerts.
Account
- Connected Apps
- AI apps such as Claude or ChatGPT that can read your FIYR data. See connect Claude or ChatGPT.
- Linked Accounts
- Your bank connections, their health, and Reconnect or Unlink. A number on this item means a connection needs attention. See the Linked Accounts page.
- Billing
- Your plan, next payment and card, and Manage billing. See change plan, update card or cancel.
Preferences
- Load All Transactions
- FIYR loads your last 3 years of transactions by default so pages stay fast. Turn this on to load your complete history, for example before exporting. It stays on until you sign out.
- Transaction Review Dots
- When on, new transactions show a blue dot until you mark them reviewed. Turn it off if you do not want to review new transactions. See review new transactions.
Things that are not in Settings
| Looking for | Where it is |
|---|---|
| Light or dark mode | Computer: the sun or moon icon at the bottom of the sidebar. Phone: More, then Appearance. |
| Change password | There is no password setting. Use Forgot password? on the sign-in screen. See change your password or sign-in email. |
| Notifications | Settings, Alerts. See push notifications. |
| Export or import transactions | On a computer, the ⋯ menu on the Transactions page. See export your data. |
| Currency | FIYR works in US dollars only. There is no currency setting. |
Common questions
Can I open Settings if my subscription has ended?
Yes. Settings stays available, so you can check Billing, manage linked banks or delete your account. See what happens when a subscription ends.
Where is dark mode?
Not in Settings. On a computer click the sun or moon icon at the bottom of the sidebar. On a phone tap More, then Appearance.
Can I change the currency?
No. FIYR works in US dollars only.
Why does Linked Accounts show a number?
One or more bank connections need attention, for example a reconnect. Open Linked Accounts and click Reconnect on the affected bank.
Still stuck?
Email us. A real person who builds FIYR reads every message.