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Managing your profile & preferences

Use Profile for your personal and household information. Use Settings > General for appearance, chart ranges, and time zone.

Update personal information

  1. Sign in and select your profile area in the sidebar to open Profile.
  2. Under Personal Information, update your name, phone number, date of birth, or residential address.
  3. Select Save personal information.
  4. Wait for the Personal information saved. confirmation before leaving the page.

First and last names are required. If saving fails, read the error message and retry after correcting the problem.

Your profile phone number and verified security phone serve different purposes. To change the number used for sign-in verification, use Settings > Security.

Change your profile photo

Under Profile photo, select Choose photo and upload a JPEG, PNG, or WebP image under 512 KB. The upload saves separately from the personal-information form; wait for Profile photo updated.

To remove it, select Remove photo and confirm. Removing the photo does not change your personal information.

Change your email address

  1. On Profile, select Change email beside your email address.
  2. Enter the new email address and your current password.
  3. Select Send verification code.
  4. Enter the six-digit email code and select Verify and change email.
  5. After verification, you will be signed out. Sign in again with your new email address.

You can also start an email change from Settings > Security > Login credentials. If you cannot access the verification email, contact support rather than sharing the code or recovery information.

Update the household name

In Profile > Household Information, edit Household name and select Save name. Either household member can change the name used on household reports and exports. The change applies to both members.

Change display preferences

Open Settings > General. These preferences save when you change them; wait for Your preferences have been saved.

Notification settings are separate: open Settings > Notifications to review them.

Need help?

Email info@financelinksuite.com with the setting you were changing and any error message. Do not send your password, verification code, date of birth, or full address.