Preferences

App-wide settings that control how WealthMgr presents and processes your data. In the app, this section is labelled Configuration.

Accessing configuration

Open the account menu — the account button in the top-right of the app header — and pick Configuration. It is a page of its own: the menu’s other entries (Appearance, Security, API Keys, Invitations, Plan & Billing) each open their own page, so anything described here lives under Configuration, not under Security.

Primary currency

Sets the currency for net worth totals, dashboard summary cards, and the Projections page. Individual accounts retain their own currency; conversion happens only for display.

WealthMgr offers every currency present in your accounts. If yours does not appear, contact support.

Account subtypes

Built-in subtypes cover common categories — checking, savings, credit card, mortgage. Create additional ones if your real accounts have names the defaults don’t capture.

To add one:

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

Custom subtypes appear in the subtype picker when you create or edit accounts. Remove them here anytime — as long as no accounts reference them. You can also hide built-in subtypes from the list.

Custom subtypes live in your local database and sync to the cloud on paid plans, keeping them in step across devices.

Cloud sync

On paid plans, the sync section shows your current sync status. Sync runs automatically in three scenarios:

• After every local write — each mutation triggers triggerSync(), coalesced by a 5-second debounce timer.
• About 1.5 seconds after the app loads.
• When the browser tab becomes visible again.

Free-tier users see no sync controls — their data stays entirely local. There is no manual sync button.

FIRE calculator

The desired monthly income setting lives on the Projections page, not on Configuration. It drives the FIRE calculator using the 4% rule:

FIRE target = desired_monthly_income × 12 ÷ 0.04

The page prints the formula next to the input field as {amount}/month × 12 ÷ 0.04. The projected FIRE year is the first year where net worth exceeds this target, shown as ±3 years in the table alongside sustainable monthly income = netWorth × 0.04 ÷ 12.

Data export and import

These controls sit on the Configuration page, below the currency and subtype settings.

• Export database (.sql) downloads your local database as a SQL text dump, named wealthmgr-export-YYYY-MM-DD.sql. Use it for backups or migration to a new device. (To get your transactions as a spreadsheet instead, use the Export button on the Transactions page — see CSV Import.)
• Import restores a previously exported .sql file, replacing your current local database entirely. Because this deletes all existing data first, you must confirm a warning dialog before the import starts.