Settings & Preferences

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 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 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 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
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