Settings — Accounts, Profiles & Preferences

Overview

The Settings page contains six tabs for configuring Acclo IQ. Each tab manages a different aspect of the application.

Manage your bank and credit card accounts. See the Onboarding guide for creating your first account.

Add Account — create a new account with name, institution, and type
Edit — change account name, institution, type, format profile, or flow defaults
Status toggle — deactivate accounts to hide them from import and check register dropdowns (data is preserved)
Delete — permanently remove an account and all its transactions

Each account shows its transaction count and last import date.

View and manage CSV format profiles. See the Format Profiles guide for details.

Set up SimpleFIN Bridge for automatic transaction imports. See the Bank Sync guide for the full setup flow. Bank Sync is a Pro feature.

This tab combines two features:

End-to-end encrypted sync across devices via your cloud storage provider. See the Cloud Sync guide for setup and management.

Export and restore database backups. See the Backup & Restore guide for details.

Manage your license and privacy settings:

Current Plan — shows Free or Pro status with an Upgrade button (or Manage link for Pro)
Usage — account count, tag count, and device count with remaining limits
License Key — (Pro) masked license key with Deactivate button
Linked Devices — (Pro) view and manage devices linked to your license. See the Licensing guide
Privacy — you choose whether to share usage telemetry. One toggle, instantly reversible. See the Privacy reference
Machine ID — unique device identifier (shown at the bottom)

The Reset Data section provides targeted clear actions and a full reset:

Clear All Transactions — deletes all transactions, receipts, and import history
Clear All Rules — deletes all rules and merchants
Clear All Categories — deletes all categories and subcategories (transactions become uncategorized)
Clear Check Register — deletes all check register entries
Clear All Tags — deletes all tags and tag assignments
Clear All Budgets — deletes all budget targets
Reset Everything — permanently deletes all data and resets the app to its initial state. Requires typing “RESET” to confirm. This cannot be undone.