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The Settings page lets you manage your account, preferences, notifications, and billing.

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Accessing Settings

Click Settings at the bottom of the sidebar. Settings is organized into four tabs:

Account

Display name, email, password, passkeys, and account deletion.

Preferences

Auto-categorization and internal transfer detection.

Notifications

Email notification settings.

Billing

Your plan, upgrades, and invoices.

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Account

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Display Name

Your display name appears in wallet member lists and on invitation emails you send. To change it:
  1. Go to Settings → Account
  2. Edit the Name field
  3. Save your changes

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Email Address

Your email address is used for signing in, notifications, and receiving wallet invitations. It is shown read-only in Settings.
Email addresses can’t be changed from Settings. Contact support at [email protected] to request an email change.

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Password

Change your password from Settings → Account: enter your current password, then your new password twice to confirm. Passwords must be at least 8 characters long.

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Passkeys

Add and remove passkeys for passwordless sign-in from Settings → Account. See Security for details.

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Danger Zone

At the bottom of the Account tab is the Danger zone, where you can delete your account.
Account deletion is permanent and cannot be undone. All wallets, transactions, contacts, and categories are permanently removed, and you lose access to any wallets shared with you.
To delete your account:
  1. Go to Settings → Account
  2. Scroll to the Danger zone
  3. Click Delete Account
  4. Follow the confirmation flow — you’ll be offered an alternative before the final confirmation

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Preferences

The Preferences tab contains two toggles that control how Chainbook processes your transactions.

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Auto-Categorize

When enabled, Chainbook automatically assigns categories to transactions based on your contacts’ default categories:
Set default categories on your contacts first — that’s what drives auto-categorization.

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Internal Transfer Detection

When enabled, Chainbook detects transfers between your own wallets and marks them as Internal Transfer instead of counting them as regular income or expenses. This keeps your cashflow numbers accurate when you move funds between wallets you track.

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Notifications

The Notifications tab shows your email notification setting. Email notifications — such as wallet invitations and shared-wallet access changes — are always on and delivered to your account email address.

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Billing

The Billing tab shows:
  • Current plan — your active plan and its status
  • Upgrade options — available plans with monthly or annual billing
  • Your Invoices — a table of past payments, each linking to its invoice page
See Billing & Plans for plan details and the upgrade flow.

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Frequently Asked Questions

Not from Settings — contact support at [email protected] to request an email change.
Categories are managed from the Transactions page toolbar, not in Settings. See Categories.
Yes, but each account needs a different email address. For team use, we recommend one account with shared wallets instead.
Yes, all settings are stored in your account and apply on any device where you sign in.