Settings

Settings is admin-only. Access it from the bottom of the left sidebar.

Company Info

Edit your company's basic information:

• Company Name — appears on invoices and reports
• Address — appears on PDF invoices
• Invoice Prefix — the prefix used for auto-generated invoice numbers (e.g. INV → INV-0001)
• Default Tax Rate — applied to new invoices; can be overridden per invoice

Click Save to apply changes.

Business Lines

Business lines divide your financial activity into distinct areas (e.g. "Consulting", "Products", "Events").

Adding a business line:

1. Type the name in the field at the bottom of the list
2. Click Add

Editing a business line: Click the pencil icon to rename it.

Pre-Revenue toggle: Marking a business line as "Pre-Revenue" adds a badge to it on the Dashboard and includes it in the Pre-Revenue report. Use this for lines that are intentionally not yet generating income (e.g. a new product in development).

Disabling a business line: Toggle the active switch to disable a line. Disabled lines no longer appear in transaction dropdowns but their history is preserved.

Stripe Configuration

Enter your Stripe secret key here. It is stored encrypted in the database — never in .env.

1. Go to Settings → Stripe Configuration
2. Paste your sk_live_... or sk_test_... key
3. Click Save Stripe Key

The key is encrypted with AES-256-GCM before storage. The settings page only shows the last 4 characters to confirm it's set.

To remove the key, click Remove Key.

Users

Admins can create additional accounts for team members or accountants.

Adding a user:

1. Click + Add User
2. Enter their name, email, and password
3. Select a role:
   • Admin — full access including settings and credentials
   • Viewer — read-only access to all data
4. Click Create

Editing a user: Click a user row to change their name, email, password, or role. You cannot demote yourself from admin if you are the only admin.

Deleting a user: Click the delete icon on a user row. The user is immediately logged out of all active sessions.

TIP

There is no "forgot password" flow — admins reset passwords directly from the Users page. Share credentials securely with the user.