Settings and Configuration in Greenback

Settings is where Greenback starts to feel like it was built just for you. It’s the place to fine‑tune security, tame notifications, shape the dashboard to your taste, and control how your data moves. Think of it as mission control for comfort and clarity.

Accessing Settings

Location

Open Settings from the ⚙️ tab in the bottom navigation. On some screens you’ll also find a shortcut in the top menu.

Settings Sections

Everything is organized by purpose: account & profile, privacy & security, notifications, display & theme, data & sync, and support.

Account & Profile Settings

Keep your personal details current (name, email, phone), add a profile photo if you like, and check your account status at a glance. You can update email and phone as they change, rotate passwords when needed, and switch on two‑factor authentication for extra protection. If you have a paid plan, the subscription panel shows your tier, billing method, history, and provides upgrade, downgrade, or cancellation controls—no mystery, no hidden doors.

Privacy & Security Settings

Security should feel strong and easy. Use biometrics or a PIN for fast, safe access and set auto‑lock to fit your routine. Control what you share: opt in or out of analytics and crash reports, and manage marketing preferences. For peace of mind, review recent logins, manage active sessions, and keep security alerts on so you’re the first to know if something looks off.

Notifications Settings

Signals, not noise. Tune alerts for what matters: big transactions, unusual activity, and low balances. Keep account health on your radar with connection and sync updates. System notices—new versions, maintenance windows, security updates—help you stay ahead. Choose where you want the ping (push, email, or SMS where available) and set quiet hours if you prefer focus.

Display & Theme Settings

Choose light, dark, or follow your device. Adjust colors and font size so the app feels like your space. Set your preferred dashboard timeframe, tweak chart styles, and surface the metrics you care about most. Accessibility options like high‑contrast mode, larger text, and screen reader support help Greenback meet you where you are.

Data & Sync Settings

Own your data. Export it when you need a backup or want to analyze elsewhere; import from other tools to complete the picture. Auto‑sync keeps things current without nagging you; offline mode lets you keep working when the signal drops. If storage is tight, clear cache, review usage, or trim local retention.

Connected Accounts Management

See all your linked institutions with their status and last sync time. Refresh everything at once or just the account you’re eyeing. Re‑auth when an institution asks for it, and revoke access anytime—connections are read‑only by design.

Developer and Advanced Settings

For power users and testers: switch environments when appropriate, enable debug logging to help trace issues, and load test data when you’re just kicking the tires. Feature flags put early features behind a switch so you can opt in without surprises.

Support & Help

From Settings you’re a tap away from the Help Center, support, and feedback. Tell us what you need, what broke, or what could be better—we actually read it all.

Troubleshooting Settings Issues

If changes don’t stick, restart the app and confirm device permissions. For notification hiccups, check your device’s system settings, then verify preferences in Greenback. And when an account update seems to lag, give sync a moment or two—then restart and reach out if it persists.

Settings Best Practices

Take a quick monthly lap through Settings. Keep security tight, notifications helpful (not hectic), visuals readable, and backups current.

Advanced Configuration

If you live in the details, you’ll appreciate bulk category management, advanced rule templates and testing, and deeper dashboard customization. These tools turn fine‑tuning into minutes, not afternoons.

Settings Export and Import

Export your configuration when you want a restore point; import it when you’re setting up a new device. For families or teams, shared templates keep everyone aligned without manual replication.

Privacy and Data Protection

We’re transparent about what we collect and why, how long we keep it, and when we work with third parties. You can access, correct, delete, or export your data at any time—your information stays yours.

Getting Support for Settings

If you hit a wall, the Help Center and our support team are a tap away. A few minutes of setup goes a long way—make the app yours.