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Finances Settings

Home / Finances

Finance Settings

Categories, types and other configuration

Edit or create here the operation categories that may be present in your banks operations.

Name Used Saving Essential Recurrent Transfert Hidden Delete

Group operation categories into broader meta-categories for the dashboard.

Name Categories

Edit or create here the operation types that may be present in your banks operations.

Name Used Recurrent Delete

Yearly Saving Objective

Set your yearly saving target to track progress on the dashboard.

Qonto Credentials

Connect your Qonto account for automatic operation import. Secrets are encrypted.

Nordigen / GoCardless

Connect via Nordigen (GoCardless) for Open Banking. Secrets are encrypted.

Classification Settings

Configure the minimum probability thresholds for automatic classification of pulled operations.

0.85

Operations with a recurrent prediction above this threshold will be auto-classified.

0.85

Operations with a credit prediction above this threshold will be auto-classified.

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