PennyweightPennyweight

Tag

Settings

  • Turn on two-factor authentication (and why it's required)Turn on two-factor in Settings before you connect a bank or authorize your AI. Here is where to find it and what changes if you turn it off.
  • Disconnect a bank vs delete an accountDisconnect a bank to stop syncing and keep its history, or delete its accounts to erase them and their transactions. Both happen in Settings.
  • Jump to the right web page from your AIAsk your AI for a link to billing, security, AI connections, reports or another Pennyweight web page, and open it in one click.
  • Delete a ledgerDelete a ledger and everything in it from Settings in the web app. Your default ledger can't be deleted, and a live bank connection blocks the delete.
  • Nickname or hide an accountGive an account a name you recognize, or hide it from the web sidebar. Both change only how it's shown, never balances, transactions or totals.
  • Turn on card, investment and recurring detailsTurn on Card & loan details, Investment details or Recurring bills & income for a linked bank, so your AI can read APRs, holdings and recurring payments.
  • Choose which ledger your AI works inAsk your AI which ledger it's working in and switch it to another one. Each connected AI keeps its own choice, apart from the web app.
  • Choose the currency for totals across ledgersPick the currency Pennyweight uses for totals that combine your ledgers, such as your net worth. Set it in Settings or ask your AI.
  • Your AI profile: what your AI knows about youYour profile tells your AI how to talk to you and who the people in your money are. See what it holds, when your AI reads it, and where to edit it.
  • Fix foreign-currency amounts that look 100x too largeYen or won amounts showing 100 times too large? Run the one-time repair in Settings → Security. It checks first, then fixes in your browser.
  • Lock vs sign outWhat Lock and Sign out each clear in your browser, which tabs they affect, and why neither one disconnects your AI.
  • Change your passphraseSwitch to a new encryption passphrase from Settings. You need your recovery code, even when you know your current passphrase.
  • Replace your recovery codeGet a new recovery code from Settings when the old one was lost or shared. Confirm your passphrase, save the new code, and the old one stops working.
  • Change or cancel your subscriptionManage or cancel each ledger's subscription from Settings → Billing in the web app. Here is where the controls are and what happens when a plan ends.
  • Delete your accountHow to delete your Pennyweight account in Settings → Profile, what to do first, and how long your data is kept before it's permanently removed.
  • What you do on the web vs with your AIThe web app is for setup, security, billing and looking over your data. Your AI makes the changes. Here is which side handles each task.