The Preferences page (also called Configuration) controls app-wide settings that affect how WealthMgr interprets and displays your data.

Accessing preferences

Go to Settings → Preferences (or Configuration) in the sidebar.

Primary currency

Set the currency used for net worth totals, dashboard summary cards, and the Projections page. All currency conversion is purely for display — individual accounts keep their own currency.

Choose from the currencies available in your account. If your currency is not listed, contact support.

Desired monthly income

Enter the monthly income you would like to sustain in retirement. This value drives the FIRE calculator in the Projections page.

The calculation is:

FIRE target = desired_monthly_income × 12 / 0.04

For example, a desired monthly income of £3,000 gives a FIRE target of £900,000.

Account subtypes

WealthMgr comes with built-in account subtypes (checking, savings, credit card, mortgage, etc.). You can create custom subtypes to better match your real accounts.

Adding a custom subtype:

1. Choose the account type (asset, liability, income, expense).
2. Enter a name for the subtype.
3. Click Add.

Custom subtypes appear in the subtype dropdown when creating or editing accounts. They can be deleted from this page as long as no accounts are using them.

Cloud sync

If you are on a paid plan that includes cloud sync, a Sync section appears. Click Sync now to manually trigger a bidirectional sync between your local database and your per-user Turso Cloud database.

Sync happens automatically in the background, but the manual trigger is useful after bulk changes or when switching devices.

Data export and import

From the Settings page (not Preferences), you can:

• Export your local database as a SQLite .db file — useful for backups or migrating to a new device.
• Import a previously exported .db file — replaces your current local database.