> ## Documentation Index
> Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your Chainbook account preferences

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

## Accessing Settings

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

<CardGroup cols={2}>
  <Card title="Account" icon="user">
    Display name, email, password, passkeys, and account deletion.
  </Card>

  <Card title="Preferences" icon="sliders">
    Auto-categorization and internal transfer detection.
  </Card>

  <Card title="Notifications" icon="bell">
    Email notification settings.
  </Card>

  <Card title="Billing" icon="credit-card">
    Your plan, upgrades, and invoices.
  </Card>
</CardGroup>

## Account

### 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

### Email Address

Your email address is used for signing in, notifications, and receiving wallet invitations. It is shown read-only in Settings.

<Note>
  Email addresses can't be changed from Settings. Contact support at
  **[support@chainbook.app](mailto:support@chainbook.app)** to request an email change.
</Note>

### 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.

### Passkeys

Add and remove passkeys for passwordless sign-in from **Settings** → **Account**. See [Security](/features/security) for details.

### Danger Zone

At the bottom of the Account tab is the **Danger zone**, where you can delete your account.

<Warning>
  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.
</Warning>

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

## Preferences

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

### Auto-Categorize

When enabled, Chainbook automatically assigns categories to transactions based on your contacts' default categories:

| Setting | Behavior |
| - | - |
| **On** | Transactions matching a contact with a default category are categorized automatically — including a backfill of existing uncategorized transactions |
| **Off** | Automatically assigned categories are removed; all categorization is manual |

<Tip>
  Set default categories on your [contacts](/features/contacts) first — that's
  what drives auto-categorization.
</Tip>

### 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.

## 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.

## 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](/features/billing) for plan details and the upgrade flow.

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can I change my email address?">
    Not from Settings — contact support at [support@chainbook.app](mailto:support@chainbook.app) to request an
    email change.
  </Accordion>

  <Accordion title="Where do I manage my categories?">
    Categories are managed from the Transactions page toolbar, not in Settings.
    See [Categories](/features/categories).
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Are settings synced across devices?">
    Yes, all settings are stored in your account and apply on any device where
    you sign in.
  </Accordion>
</AccordionGroup>


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