Settings

Where to find it

The bottom of the sidebar. On a phone, More → Settings. Tabs on the page: Settings, Import, Privacy.

Settings is the control room. The subtitle shows the household name and the email you are signed in as.

On the Settings tab, the cards you can meet are:

Accounts. Names, kinds and balances for the accounts Jarful knows.
Categorisation rules. Re-run rules, or add a rule, when the automatic category is wrong.
Own accounts & transfers. So a transfer between your own accounts is not counted as spending.
Spending totals. Which accounts are included.
Receipts & belongings. Storage and reading for those files.
Live bank feeds. See Bank feeds. Import a CSV if the chip says Coming next week or Off.
Plan & billing. See Pricing and billing.
Household. Rename, invite, and roles. See your partner and view only.
Sign-in. Add a passkey, and open Privacy & data.
Add-ons. Build & renovate, Home & belongings, and AI extras. An owner switches them. Data is kept while one is off. AI extras are described here as having a daily fair-use limit. The card does not show a number.
Weekly email & alerts and Notifications on this device. See Notifications.
Ask Jarful (AI). Off until you switch it on. See Ask Jarful.
Dismissed suggestions. Things you told Jarful to stop suggesting.
Appearance. Light or dark for this device.

Import and Privacy are the other tabs. Sign out is at the bottom of the sidebar, or on the More page on a phone.

What this does not do

A view-only person can open Settings and read. They cannot invite, change a role, or edit. Only an owner can change add-ons and billing. There is no separate Modules menu to hunt for. Add-ons is the card.

Still stuck?

Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.

Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.

What this does not do

Related

Still stuck?