Settings
Settings are accessed via the Settings tab in the main navigation.
Sections
Section titled “Sections”| Section | What you configure |
|---|---|
| Base Currency | The currency used for all consolidated reports and forecasts |
| Data Feed | Automatic market data refresh settings |
| Securities | Add and manage securities for investment tracking |
| FX Rates | View stored exchange rates |
| Categories | Create and manage transaction categories |
| Category Rules | Rules for automatic transaction categorisation |