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Settings

Configure user preferences, data management, and admin settings to customize the Budget app for your workflow.

Overview

The Settings page provides control over localization, number formatting, budget periods, notifications, import behavior, security, and data management. Most settings take effect immediately.

Access settings via Settings in the sidebar navigation.

Localization

Configure how the app displays regional information:

  • Default Currency - Choose from 45+ world currencies (e.g., USD, EUR, GBP, JPY). This sets the default currency for new accounts and display formatting throughout the app.
  • Date Format - Select your preferred date display format (e.g., DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD).
  • First Day of Week - Set whether your calendar week starts on Sunday, Monday, or Saturday. Affects weekly reports and date pickers.

Tip: The currency setting only affects display formatting and new account defaults. Existing accounts retain their configured currency.

Number Format

Control how numbers and amounts are displayed:

  • Decimal Places - Choose between 0 and 5 decimal places for currency display
  • Decimal Separator - Select . (period) or , (comma)
  • Thousands Separator - Select , (comma), . (period), or a space

A live preview shows how your formatted numbers will appear with the current settings (e.g., 1,234.56 or 1.234,56).

Note: These settings affect display only. Stored values always use full precision internally.

Budget Settings

Configure how your budget periods work:

  • Default Budget Period - Set the default time period for budget tracking (monthly, weekly, etc.)
  • Budget Start Day - Choose a day of the month (1-31) for when your budget month begins. Useful if your pay cycle doesn't align with calendar months.

Tip: If you get paid on the 15th, setting the budget start day to 15 means your budget period runs from the 15th of one month to the 14th of the next.

Notification Settings

Toggle notifications for budget events:

  • Budget Alert Notifications - Receive alerts when spending approaches or exceeds budget limits (on/off)
  • Forecast Warning Notifications - Get warned when balance forecasts predict issues like going below zero (on/off)

Import Settings

Configure behavior for transaction imports:

  • Auto-Apply Import Rules - When enabled, import rules are automatically applied to categorize transactions during CSV imports
  • Skip Duplicate Transactions - When enabled, transactions that appear to be duplicates are automatically skipped during import
  • Default Export Format - Set the default file format for data exports

Note: Duplicate detection uses a combination of date, amount, and description to identify potential duplicates.

Security

Manage app-level security settings:

  • Password Protection - Enable or disable an additional password layer on top of your Nextcloud login. See Password Protection for full details.
  • Session Timeout - Configure how long your authenticated session lasts before requiring re-entry: 15, 30, or 60 minutes of inactivity.

Data Migration

Tools for moving your data between instances:

  • Export - Downloads all your budget data (accounts, transactions, categories, rules, settings, etc.) as a single JSON file. Use this for backups or migrating to a new Nextcloud instance.
  • Import - Upload a previously exported JSON file to restore your data. This is intended for setting up a new instance with existing data.

Warning: Importing data on an instance that already has budget data may cause duplicates. Use on a fresh installation or after a factory reset.

Factory Reset

Permanently delete ALL your budget data:

  • Removes all accounts, transactions, categories, bills, savings goals, rules, and settings
  • Audit logs are preserved for security purposes
  • Requires explicit confirmation before proceeding
  • Cannot be undone

Warning: Factory reset is irreversible. Consider exporting your data first if you might need it later.

Admin Settings

These settings are only visible to Nextcloud administrators:

  • Enable Bank Sync - Toggle the Bank Sync feature on or off for all users on the instance. An experimental feature warning is displayed when this section is visible.

Note: Admin settings affect all users on the Nextcloud instance, not just the administrator's own account.

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