Settings & Preferences

The Settings area provides 11 tabs for configuring your profile, workspace, appearance, and connected services. Additional workspace-level settings are available at dedicated locations.

Settings Tabs

Navigate to Settings in the sidebar to access the following tabs:

| Tab | Description | |---|---| | Profile | Name, email, personal information (default tab) | | Security | 2FA setup, session management, password | | Activity Log | User activity history and audit trail | | Asset Registry | Manage token/coin catalog, spam, classification | | Notifications | Email notification preferences | | API Keys | Generate and manage API access keys | | Integrations | Connections to accounting platforms | | Appearance | Theme selection, light/dark mode | | Billing | Subscription, usage, payment (hidden for Practice users) | | External Access | Workspace sharing with external parties (hidden for Practice users) |

Profile

Under Settings → Profile:


• Personal information — Name and email address
• Avatar — Profile picture
• Your email is used for login and notifications

Security

Under Settings → Security:


• Two-Factor Authentication (2FA) — TOTP-based 2FA with setup wizard, backup codes
• Active sessions — View all active sessions with device info
• Session management — Revoke individual sessions or all sessions
• Password — Change password (for accounts with password auth)

Activity Log

Under Settings → Activity Log:


• User activity history organized by workspace and entity
• Authentication events (logins, failed attempts)
• Action-level audit trail
• Statistics and cleanup

Asset Registry

Under Settings → Asset Registry — see [Asset Management](/manual/assets/) for full details on the asset registry, spam management, and per-asset configuration.

Notifications

Under Settings → Notifications:


• Control which events trigger email notifications
• Sync completions and errors
• Team invitations
• Billing alerts
• Security events

API Keys

Under Settings → API Keys:


• Generate API keys for programmatic access
• View and revoke existing keys
• Key-level access control

Integrations

Under Settings → Integrations — see [Integrations](/manual/integrations/) for full details on connections and accounting platform connectivity.

Appearance

Under Settings → Appearance:

Themes

CryptaCount includes four themes, each available in light and dark modes:


| Theme | Character | Best For | |---|---|---| | Nexus | Violet-forward, modern | The default brand experience | | Forge | Warm, earthy tones | Extended working sessions | | Arctic | Cool blues and whites | High-contrast readability | | Classic | Neutral, professional | Conservative/formal environments |

Light / Dark Mode

Toggle between light and dark mode using the sun/moon icon in the top bar, or set to follow your system preference (auto mode). Your choice is saved per-device.

Billing

Under Settings → Billing — see [Billing & Plans](/manual/billing/) for full details on subscription management and payment.

:::note The Billing tab is hidden from Practice users, who have their own billing under Practice → Billing. :::

External Access

Under Settings → External Access:

• Share workspace access with external parties (auditors, accountants, regulators)
• Manage sharing permissions
• The external party accesses the shared workspace through their own account

:::note External Access is hidden from Practice users. :::

Additional Settings

Beyond the 11 settings tabs, additional configuration is available:

| Sidebar Location | Purpose | |---|---| | Settings → Workspace Accounting | Workspace-level accounting settings — default cost basis method, base currency, fiscal year | | Settings → Rules | Accounting rules — define, test, and manage classification and journal rules | rnal rules | les | rnal rules |