Account & Billing

Update Profile Settings

Profile settings keep your account identity current and accurate.

Steps

Follow these steps

Go to settings and update your display name or primary email address.

Submit changes and confirm the "Saved" state appears.

If prompted, resend verification and confirm from your inbox.

Account deletion is available in profile settings and should be used intentionally.

Tips

Billing and security workflows rely on a reachable address.

If you switch login providers, verify profile details still match your expectations.

Guide

Set a strong password and enable two-factor authentication.

Guide

Connect or disconnect Google and Microsoft sign-in providers.

Resources

Resource

Try a no-signup income, expense, and goal tracker.

Resource

Six-step setup with a reusable template.

Get Started

Set up your household and start planning in minutes.