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Settings

Settings is where you configure how Big Picture Money works on your computer. Open it from the left navigation or the title bar Account menu.

Categories​

Settings uses a two-pane layout: pick a category on the left, then adjust options on the right.

CategoryWhat you can change
GeneralYour display name, appearance (System / Light / Dark), font size, and data file location
AI assistantEnable AI, refresh suggested models, choose a provider and model, and paste an API key

The assistant may propose appearance (System / Light / Dark) from Chat as a preview you Apply. It never pastes or rotates API keys, changes your passphrase, or switches data files — those stay human-only. See AI assistant.

Open Settings​

| Bank integration | Connect institutions for automatic transaction download | | Export | Export your data as CSV files (full database or saved views) and a short recent-exports list | | Activity | Chronological log of imports, syncs, exports, unlocks, and major data changes |

Open Settings​

  1. In the left navigation, click Settings.
  2. Confirm the page title is Settings and General is selected by default.

You can also click Account → Settings in the title bar.

Switch categories​

  1. On the Settings page, click AI assistant in the left list.
  2. Confirm the right pane title changes to AI assistant.
  3. Click Bank integration, then Export, then General again.

Search, Help, and other parts of the app can open a specific Settings category directly. The address bar shows ?section=general, ?section=ai, ?section=bank, ?section=backup, or ?section=activity.

Expected result​

  • Settings opens with categories on the left and detail on the right.
  • General is the default category when you open Settings from navigation.
  • Each category updates the right pane without leaving Settings.
  • Title bar Account → Settings opens the same page.