Source: https://wealthfolio.app/docs/guide/settings/ # Settings Reference Configure Wealthfolio — base currency and timezone, language and region formats, accounts and portfolios, data, market-data and AI connections, and appearance. * * * Last updated September 10, 2026 Open **Settings** from the bottom of the sidebar. Options are grouped into **Preferences**, **Finance**, **Data**, **Connections**, and **Extensions**, plus **About**. ![Settings, grouped into Preferences, Finance, Data, Connections, and Extensions](https://assets.wealthfolio.app/images/screenshots/app/settings.png) ![Settings, grouped into Preferences, Finance, Data, Connections, and Extensions](https://assets.wealthfolio.app/images/screenshots/app/settings-dark.png) Settings, grouped into Preferences, Finance, Data, Connections, and Extensions ## Preferences ### General **Base Currency** is the reporting currency for consolidated portfolio values. Changing it changes how those values are presented; it does not rewrite the currencies on your accounts, activities, or security quotes. Choose a currency and click **Save**. See [Market Data & FX](https://wealthfolio.app/docs/concepts/market-data-and-fx/) for how conversions work. #### Language & Region These controls live on the **General** page and save when you change them: - **Language** changes interface text independently of number and date formatting. Supported languages include English, French, German, Spanish, Brazilian Portuguese, Italian, Simplified Chinese, Traditional Chinese, Japanese, and Korean. - **Region & formats** controls date order, decimal separators, percentages, currency presentation, and 12- or 24-hour time. Choose System, Canada, United States, United Kingdom, France, Germany, Spain, Mexico, Brazil, Portugal, China, Taiwan, Japan, South Korea, or Italy. **System** follows the locale reported by your browser or app environment, including regions without a dedicated option. Check the live date, number, currency, and time previews. - **Timezone** controls local date and time display and date boundaries, including annual contribution periods. Select the timezone you want Wealthfolio to use. Amount fields accept your region’s decimal separator. Changing the interface language alone does not change your financial formatting conventions. #### Exchange rates Review currency pairs, their rates, sources, and timestamps under **General**. To add a pair: 1. Click **Add rate** and choose the **From** and **To** currencies. 2. Choose a **Source**. For **Manual**, enter a rate greater than zero. For a market-data provider, Wealthfolio fetches the rate instead of asking you to enter it. 3. Save the pair. The direction matters: a rate of `1.35` from USD to CAD means USD 1 is CAD 1.35. You can edit a manual rate in the table. Provider rates are refreshed through market-data sync and cannot be edited inline. You can also delete a pair after confirming; if your holdings or activities need it, you may need to recreate it for accurate calculations. Wealthfolio handles currency variants such as pence and pounds (`GBp` and `GBP`) automatically. See [Market Data & FX](https://wealthfolio.app/docs/concepts/market-data-and-fx/) for conversion behavior and [Market Data Providers](https://wealthfolio.app/docs/guide/custom-providers/) for provider configuration. ⚠️ Manual rates are not refreshed automatically. Review them periodically. #### Automatic Updates Enable startup update checks for the desktop app. The switch saves immediately and controls checking for updates, not unattended installation. This section is hidden on mobile. Self-hosted deployments are updated through their hosting setup; see [Self-hosting](https://wealthfolio.app/docs/guide/self-hosting/). ### Appearance - **Theme**: Light, Dark, or follow your system. - **Font**: Mono, Serif, or Sans for the interface. - **Navigation style**: Sidebar or Floating Bar. - **Show menu bar**: show or hide the application menu bar. Appearance changes save as you make them. Navigation style and menu bar controls are hidden on mobile. ## Finance ### Accounts Add, edit, group, hide, or archive your accounts, and set tracking mode and currency. See the [Accounts & Portfolios](https://wealthfolio.app/docs/guide/accounts/) guide. ### Portfolios Build **named reporting scopes** across a set of accounts, then select them from the account picker anywhere in the app. See [Accounts & Portfolios](https://wealthfolio.app/docs/guide/accounts/#portfolios). ### Contribution Limits Track contribution room for tax-advantaged accounts (IRA, 401(k), TFSA, RRSP…). See [Contribution Limits](https://wealthfolio.app/docs/guide/contribution-limits/). ### Spending Tracker Opt accounts into spending, manage categorization rules, budgets, and life events. See [Spending & Budgets](https://wealthfolio.app/docs/guide/spending-budgets/). ## Data ### Securities Review and manage the instruments in your portfolio, including their details and data settings. See [Assets & Securities](https://wealthfolio.app/docs/guide/assets/) for the full guide. ### Classifications Edit the classifications (asset class, industry/sector, region, risk, and custom groups) that power [Portfolio Insights](https://wealthfolio.app/docs/guide/dashboards/) and [Allocation Targets](https://wealthfolio.app/docs/guide/allocation-targets/). AI can help fill in missing tags. See [Classify your assets](https://wealthfolio.app/docs/guide/assets/#classify-your-assets) for assignments, weights, and custom classifications. ### Backup & Export Use the **Backup** tab to create or restore a database backup and the **Export** tab for CSV, JSON, or SQLite exports. Desktop and iOS support restore in the app. Web mode lets you create, download, and delete server backups; restoration requires stopping the server. See [Export & Backup](https://wealthfolio.app/docs/guide/data-export/) for steps and platform differences. ## Connections ### Wealthfolio Connect Connect a brokerage to import holdings and activities, or sync your data between devices. Device sync uses end-to-end encryption. See [Connect & Broker Sync](https://wealthfolio.app/docs/guide/connect-broker-sync/). ### Market Data Enable providers, configure API keys, set provider priority, and review sync status or errors. You can also add custom providers and override the provider or symbol for an individual security. See [Market Data Providers](https://wealthfolio.app/docs/guide/custom-providers/). ### AI Providers Connect a hosted provider or local model, enable the providers and models available in the chat picker, and control each provider’s data access. Advanced options include custom endpoints and provider tuning. See [AI provider settings](https://wealthfolio.app/docs/guide/ai-assistant/#provider-settings) for keys, model capabilities, and save behavior. ### AI Agent Access Start or stop the MCP server, configure auto-start and audit logging, and create or revoke scoped access tokens. Desktop and web controls differ; this entry is hidden in mobile Settings. See [MCP Server](https://wealthfolio.app/docs/guide/mcp-server/). ## Extensions ### Add-ons Install and manage community add-ons that extend Wealthfolio. See [Add-ons](https://wealthfolio.app/docs/addons/). ## About Review the app version and project links. Desktop update controls let you check for a new release; update availability depends on your platform. * * *