Account Settings and Preferences

What Can I Configure?

The Settings page lets you personalise Cisti Finance to match your financial situation. Key settings include:

Profile

• Name — displayed in the app header.
• Email — used for login; change requires email verification.
• Password — update your password here.

Financial Preferences

• Currency — choose your primary currency (e.g. EUR, GBP, USD). All amounts are displayed in this currency.
• Date of Birth — used for retirement age calculations in the FIRE planner and pensions section.
• Gross Annual Salary — used for income tax estimates on the Tax page.
• Target Retirement Age — used in pension and FIRE projections.
• FIRE Number — your target net worth for financial independence.

Transaction Types

Manage your list of spending and income categories. You can:

• Add new types (e.g. "Pet Care", "Gym Membership").
• Rename existing types.
• Delete unused types (only if no transactions are linked to them).

Transaction types appear as options when adding transactions and budgets.

Display Preferences

• Date Format — choose how dates are displayed (DD/MM/YYYY is the Irish standard).
• Number Format — choose your preferred number formatting style.

Data and Privacy

• Export Data — download all your transactions and account data as a CSV file.
• Delete Account — permanently delete your account and all associated data. This cannot be undone.

Tips

• Set your salary and date of birth as soon as you start — these power the tax and retirement projections.
• Review your FIRE number and target retirement age annually as your goals change.