# Settings

Customize BasedInbox to match your workflow and preferences.

# Profile Settings

# Account Information

Update your basic profile:

• Name — Display name used in claims
• Email — Login and notifications
• Profile photo — Avatar shown in the app
• Phone — Optional contact number

# Password

Change your password:

1. Go to Settings > Security
2. Enter current password
3. Enter new password (min. 8 characters)
4. Confirm new password
5. Click Update Password

# Two-Factor Authentication

Add extra security with 2FA:

1. Go to Settings > Security
2. Click Enable 2FA
3. Scan QR code with your authenticator app
4. Enter verification code
5. Save backup codes

# Workspace Settings

# General

Configure your workspace basics:

Setting	Options
Workspace name	Your company or personal name
Region	10+ countries including US, UK, Australia, etc.
Currency	10+ currencies (USD, EUR, GBP, AUD, and more)
Fiscal year start	January, April, July, or October

# Team (Business Plans)

Manage team members:

• Invite team members by email
• Set permission levels
• View activity logs
• Remove access

Permission levels:

• Admin — Full access, can manage settings
• Member — View and create transactions
• Viewer — Read-only access

# Preferences

# Display

Customize the interface:

• Theme — Light, Dark, or System
• Sidebar — Expanded or collapsed by default
• Date format — DD/MM/YYYY or MM/DD/YYYY
• Number format — Thousands separator style

# Notifications

Control what alerts you receive:

Notification	Email	In-App
New extraction complete	✓	✓
Weekly summary	✓	—
Claim status updates	✓	✓
Integration alerts	✓	✓
Tips and updates	✓	—

# Default Categories

Set default behaviors:

• Default category for unknown merchants
• Default expense type (Personal/Business)
• Auto-categorization threshold

# Categories

# Managing Categories

Create and organize expense categories:

1. Go to Settings > Categories
2. View existing categories
3. Click Add Category to create new
4. Drag to reorder

# Category Properties

Each category has:

• Name — Display name
• Icon — Visual identifier
• Color — Badge color
• Type — Personal, Business, or Both
• Tax code — For accounting integration

# Merging Categories

Combine similar categories:

1. Select the category to remove
2. Click Merge
3. Choose destination category
4. All transactions will be updated

# Integrations

Manage connected services:

# Connected Apps

• Xero
• QuickBooks
• Google (if using Google login)

# API Access

For developers:

• Generate API keys
• View usage statistics
• Manage webhooks

# Data & Privacy

# Export Your Data

Download all your data:

1. Go to Settings > Data
2. Click Export All Data
3. Choose format (JSON or CSV)
4. Download will be emailed when ready

# Delete Account

To permanently delete your account:

1. Go to Settings > Data
2. Click Delete Account
3. Enter your password
4. Confirm deletion

⚠️ This action cannot be undone. All data will be permanently deleted.

# Billing

# Current Plan

View your subscription:

• Plan name and features
• Billing cycle
• Next payment date
• Usage statistics

# Upgrade/Downgrade

Change your plan:

1. Go to Settings > Billing
2. Click Change Plan
3. Select new plan
4. Confirm changes

# Payment Methods

Manage how you pay:

• Add credit/debit card
• View payment history
• Download invoices