Settings

Everything you can tune about your FinNudge account: profile, dashboard layout, notifications, billing, and account management. Open at /settings.

Profile

Your display name, email, household size, monthly take-home (used for budget suggestions and savings rate math), and currency. Display name is what appears in the "Good morning, ___" greeting on the dashboard.

Dashboard

Customize which cards appear and in what order. For each of the eight cards (Net Worth, Monthly Spending, Review queue, Top Categories, Goals, Recurring, Cash Flow, Nudges) you can:

• Toggle visibility on / off.
• Move up or down to reorder the grid.
• Reset the whole layout to defaults.

Layout syncs to your account so it follows you between devices.

Notifications

Per-channel control over how you receive nudges:

• In-app bell: always on. Severity coloring (red = critical, amber = warning) at the top of every page.
• Email digests: daily / weekly / off, sent to your account email.
• Push: on supported browsers, opt-in.

You can also mute specific agents (e.g. silence Subscription Watchdog if you don't want trial alerts). See AI nudges for the agent list.

Subscription & billing

Manage your tier (Spark / Plus / Pro), payment method, and invoices. Changes apply with prorated billing through Stripe. The "Downgrade to Plus" or "Downgrade to Spark (Free)" buttons route through the Stripe customer portal so refunds and invoice history live in one place.

Tier comparison and feature breakdown lives at /pricing.

Connected banks

See every Plaid item you've linked, the institution name, last sync time, and a Reconnect button when something breaks. Disconnecting an item removes the access token but keeps your transaction history (subject to retention policy).

Categories & rules

Tune the auto-categorization taxonomy. See Categories.

Data & privacy

• Export everything: full CSV of accounts, transactions, budgets, goals.
• Delete account: wipes your data within 30 days. See Privacy.