Accessing Settings
Click Settings in the sidebar to access your account configuration.Profile Settings
Display Name
Your display name appears:- In wallet member lists
- On invitation emails you send
- In shared wallet activity
- Go to Settings
- Find the Name field
- Enter your new display name
- Click Save
Email Address
Your email address is used for:- Account login
- Notifications
- Receiving invitations
Email changes require verification. Contact support to change your account email.
Preferences
Timezone
Set your preferred timezone for:- Transaction timestamps
- Dashboard date displays
- Export date formatting
Auto-Categorization
Enable or disable automatic transaction categorization:| Setting | Behavior |
|---|---|
| On | New transactions are automatically categorized based on patterns |
| Off | All categorization is manual |
Category Management
Manage your transaction categories:- Click Settings → Categories (or navigate directly)
- View, add, edit, or delete categories
- See usage count for each category
Notifications
Configure how Chainbook notifies you:In-App Notifications
View notifications by clicking the bell icon in the header. Notifications include:- Sync completion alerts
- New transactions (optional)
- Invitation updates
- System announcements
Email Notifications
Control email notifications:| Notification Type | Default | Configurable |
|---|---|---|
| Security alerts | On | No |
| Invitation updates | On | Yes |
| Weekly summary | Off | Yes |
| Product updates | Off | Yes |
Account Management
View Account Information
See your account details:- Email address
- Account creation date
- Current plan
- Subscription status
Delete Account
To delete your account:- Go to Settings
- Scroll to the bottom
- Click Delete Account
- Type “DELETE” to confirm
- Click Permanently Delete
- All wallets are deleted
- All transaction data is removed
- All contacts and categories are deleted
- You’re removed from shared wallets
- Your email is unregistered
Security Settings
For security-related settings, see Security. Quick access to security features:- Change password
- Manage passkeys
- View active sessions
- Enable two-factor authentication (coming soon)
Connected Services
View and manage connected services:API Access (Coming Soon)
Generate API keys for programmatic access to your data.Integrations (Coming Soon)
Connect to accounting software and other services.Data & Privacy
Export Your Data
Export all your Chainbook data:- Go to Settings
- Click Export All Data
- Choose format (JSON or CSV)
- Download the archive
- Wallets and assets
- All transactions
- Categories and contacts
- Account settings
Data export is available for compliance and portability. Use it for backups or migrating away from Chainbook.
Privacy Controls
Review and control your data:- Transaction data - Stored securely, visible only to you and invited members
- Contact information - Private to your account
- Usage analytics - Optional, helps improve Chainbook
Frequently Asked Questions
Can I change my email address?
Can I change my email address?
Email changes require verification for security. Contact support at [email protected] to request an email change.
How do I cancel my subscription?
How do I cancel my subscription?
Go to Settings → Billing to manage your subscription. See Billing for details.
Can I have multiple accounts?
Can I have multiple accounts?
Yes, but each account needs a different email address. For team use, we recommend one account with shared wallets instead.
How do I reset my preferences?
How do I reset my preferences?
There’s no bulk reset option. Change individual settings back to defaults manually, or contact support for assistance.
Are settings synced across devices?
Are settings synced across devices?
Yes, all settings are stored in your account and sync across any device where you sign in.