Settings

App configuration and status.

Theme

Switch between Light, Dark, and Auto (follows system preference). Changes apply immediately.

Currency

Configure your main currency: how amounts are displayed, the default for new entries, and the currency reports convert into. This is a per-journal setting saved to the journal config file.

Presets

Select a preset or enter a custom symbol.

Symbol position

Multi-currency

These settings appear once your journal holds more than one currency or any securities. See Multi-Currency for the full picture.

• Auto-fetch prices: How often Surebeans fetches prices in the background while open: Off, Hourly, or Daily. You can always fetch manually from the Net Worth report.
• Cost basis method: How a security sale is matched against its purchase lots for realized capital gains: FIFO, LIFO, HIFO, or Average cost.
• Securities prices: Stock and fund prices use Twelve Data, which needs a free API key. Paste it here; the page links to where you create one. The key is stored in your device’s secure store, never in the journal. Currency and crypto prices need no key.

License

• Status: Shows Licensed or Trial.
• Email: Licensed email address (if licensed).
• Record count: Current count and trial limit.
• Enter license key: Paste the license key you received by email or after checkout.
• Buy: Link to purchase a license.

The trial allows a limited number of records. Purchase a license to remove the limit.

Updates Desktop

• Check for updates: Queries for available versions.
• Download and install: Applies the update.
• Current version: Displayed at bottom.

Not available in the browser. The browser version updates automatically.

Beanscrape Desktop

• Installation status: Whether Beanscrape is installed.
• Version: Installed version number.
• Download/Install: Install or update Beanscrape.
• Custom path: Override the Beanscrape executable path.

For full Beanscrape documentation, see the Beanscrape section.