Features

Feature settings can change more than a single toggle. They can reveal new workflows, add fields to forms, and change navigation.

If you turn on a feature, take a moment to review the parts of the app it affects. That is the cleanest way to avoid surprises later.

How feature settings work #

The Features page is where you turn optional capabilities on or off for the current file.

When a feature has a follow-up settings page, the Settings modal shows an Open … settings action for that feature once the feature is enabled.

Those detail pages also appear under Feature Settings in the Settings sidebar, but only while the related feature is available.

Pages #

Dashboard #

Dashboard shows the customizable Dashboard page. When it is disabled, Dashboard navigation and direct links redirect to Budget.

Reports #

Reports shows the Reports page. When it is disabled, report navigation and direct links redirect to Budget.

Budget #

Enable Targets #

Enable Targets turns on target suggestions and target-based planning actions.

When Targets is enabled, the Targets feature-settings page becomes available.

Target feature settings #

The Target Visualization setting shows the circular Target progress-ring display used in the Budget grid. The former Bar Stack option is no longer available.

Enable Strict Mode #

Enable Strict Mode requires overspending to be covered before overspending transactions are saved.

When Strict Mode is enabled, the Strict Mode feature-settings page becomes available.

Strict Mode feature settings #

• Default Cover Overspending Category pre-fills the Cover Overspending dialog with a preferred category.
• choosing a default saves time, but you can still choose a different funding source when you actually cover overspending
• No default category leaves the dialog unfilled by default

Planning #

Enable Scheduled Transactions #

Enable Scheduled Transactions turns on Planning: recurring inflow and outflow schedules, forecast funding in Planning Mode, and Review & Apply.

When it is enabled, the Scheduled Transactions feature-settings page becomes available.

Scheduled Transactions feature settings #

• New Scheduled Inflows Fund sets the default budget month for the Unassigned portion of a new scheduled inflow: the month received or the following month. A schedule or individual occurrence can override the default.
• Acceptable Amount Variance sets the allowed amount difference for scheduled transaction match candidates; default $0.50.
• Acceptable Date Variance sets the allowed date difference for scheduled transaction match candidates; default 1 day.

Accounts #

Enable Labels #

Enable Labels turns on label tracking and label-based filtering without changing your budget balances.

Use this when you want a second organizing layer on transaction details.

Enable Revolving Debt Accounts (Credit Cards / LOC) #

Enable Revolving Debt Accounts turns on revolving debt account creation, card-payment flows, and the related actions those accounts need.

You cannot disable it while revolving debt accounts still exist. In that case, Settings shows a warning with the current account count.

Enable Installment Debt Accounts (Loans) #

Enable Installment Debt Accounts turns on installment and loan-style debt account creation, loan payment flows, and interest actions.

You cannot disable it while installment debt accounts still exist.

Enable Fixed Asset Accounts #

Enable Fixed Asset Accounts turns on fixed-asset account creation and disposal workflows.

You cannot disable it while fixed asset accounts still exist.

Transactions #

Enable Bulk Transaction Entry #

Enable Bulk Transaction Entry adds the spreadsheet-style bulk transaction entry workflow to the Add menu.

When this feature is enabled, the Bulk Transaction Entry feature-settings page becomes available.

Bulk Transaction Entry feature settings #

Row Batch Size #

• Row Batch Size controls how many rows Add rows adds at a time; the sheet initially fills the available workbench height
• the allowed range is 1 to 500 rows
• Save Row Batch Size applies the new batch size

Import Behavior #

• Enable Payee Matching keeps legacy imported-alias matching available in Bulk Entry. The Transaction Import Workspace uses Source Profile recognition rules instead.
• Add Button Default chooses whether the main Add button opens Single Transaction or Multiple Transactions by default
  • Single Transaction opens the standard Add Transaction form
  • Multiple Transactions opens Bulk Transaction Entry from the Add button

Source Profiles #

• manage Source Profiles in Import Center from the Transactions page
• Source Profiles describe recurring bank exports, merchant recognition rules, duplicate screening, and source-data retention

A practical rule for this page #

If a feature adds a new workflow, enable it first and then immediately open its feature settings before you rely on the workflow in real work.