{% extends "base.html" %} {% block title %}Settings{% endblock %} {% block page_title %}Settings{% endblock %} {% block content %}
Teller Sync
Connect US bank accounts via Teller
Schwab Sync
Connect Charles Schwab directly
Profile
Name, currency, timezone, AI model
Recurring
Automate recurring income & expenses
Import
Bulk import from CSV file
Security
Change password
Maintenance

Recalculate every account balance from scratch using all recorded transactions. Run this after bulk imports or manual adjustments to make sure balances are correct.

Budget Alert Emails
{% if smtp_ok %}
Email alerts enabled → {{ alert_email }}

An email is sent automatically when a budget category hits 80% or 100% of its monthly limit.

{% else %}
Email alerts not configured

Add these to your .env file to enable budget alert emails:

SMTP_HOST=smtp.gmail.com
SMTP_PORT=587
SMTP_USER=you@gmail.com
SMTP_PASSWORD=your-app-password
ALERT_EMAIL=you@gmail.com
{% endif %}
{% if upcoming %}
Upcoming Recurring (next 30 days)
{% for item in upcoming[:10] %} {% endfor %}
DateDescriptionTypeAmount
{{ item.date.strftime('%b %d') }} {{ item.description }} {{ item.type | title }} {{ item.amount | currency }}
{% endif %} {% endblock %}