> ## 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 customize your Chainbook experience and manage account preferences.

## 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

To change your name:

1. Go to **Settings**
2. Find the **Name** field
3. Enter your new display name
4. Click **Save**

### Email Address

Your email address is used for:

* Account login
* Notifications
* Receiving invitations

<Note>
  Email changes require verification. Contact support to change your account email.
</Note>

## Preferences

### Timezone

Set your preferred timezone for:

* Transaction timestamps
* Dashboard date displays
* Export date formatting

<Steps>
  <Step title="Go to Settings">
    Navigate to **Settings** from the sidebar.
  </Step>

  <Step title="Find Timezone">
    Locate the **Timezone** dropdown.
  </Step>

  <Step title="Select your timezone">
    Choose your local timezone from the list.

    <Check>
      Dates throughout Chainbook now display in your timezone.
    </Check>
  </Step>
</Steps>

### Auto-Categorization

Enable or disable automatic transaction categorization:

| Setting | Behavior                                                         |
| ------- | ---------------------------------------------------------------- |
| **On**  | New transactions are automatically categorized based on patterns |
| **Off** | All categorization is manual                                     |

<Tip>
  Keep auto-categorization on and review suggestions periodically. Manual corrections improve future accuracy.
</Tip>

## Category Management

Manage your transaction categories:

1. Click **Settings** → **Categories** (or navigate directly)
2. View, add, edit, or delete categories
3. See usage count for each category

For detailed category management, see [Categories](/features/categories).

## 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

<Warning>
  Account deletion is permanent and cannot be undone. All data is permanently lost.
</Warning>

To delete your account:

1. Go to **Settings**
2. Scroll to the bottom
3. Click **Delete Account**
4. Type "DELETE" to confirm
5. Click **Permanently Delete**

What happens:

* 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](/features/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:

1. Go to **Settings**
2. Click **Export All Data**
3. Choose format (JSON or CSV)
4. Download the archive

The export includes:

* Wallets and assets
* All transactions
* Categories and contacts
* Account settings

<Info>
  Data export is available for compliance and portability. Use it for backups or migrating away from Chainbook.
</Info>

### 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

<AccordionGroup>
  <Accordion title="Can I change my email address?">
    Email changes require verification for security. Contact support at [support@chainbook.app](mailto:support@chainbook.app) to request an email change.
  </Accordion>

  <Accordion title="How do I cancel my subscription?">
    Go to **Settings** → **Billing** to manage your subscription. See [Billing](/features/billing) for details.
  </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="How do I reset my preferences?">
    There's no bulk reset option. Change individual settings back to defaults manually, or contact support for assistance.
  </Accordion>

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