How to modify preferences

In this section, you can edit the following:

  • Project Name: The name that appears on your profile button.

  • Default Country.

  • Default Currency: We will use the currency defined here to calculate total balances, but each transaction will be associated with its original currency.

  • Time Zone: To receive the periodic report at the time adjusted to the time zone you are in.

To access this section, follow these steps:

Then select the Preferences section:

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