Profile Settings

Your profile settings allow you to manage your personal information, preferences, and account details in Balance. This article will guide you through accessing and managing your profile settings.

Accessing Profile Settings

Balance has two types of profiles: your user account and your budget profiles (for couples). This article covers your user account settings.

How to Access Settings

1. Tap your profile picture in the top navigation
2. Select “User Profile” from the menu
3. Or navigate to the Settings menu from the side menu

[Screenshot: Profile menu with settings option]

Available Settings

1. Profile Management

From the Profile menu, you can:

• Manage Profiles - Add or edit budget profiles for you and your partner
• View active profile - See which profile view you’re currently using
• Switch between profiles - Change between your and your partner’s view

Learn more about budget profiles →

2. Security Settings

Change Password

Keep your account secure by updating your password regularly:

1. Tap the settings menu
2. Select “Change Password”
3. Enter your current password
4. Enter your new password
5. Confirm your new password
6. Tap “Save Changes”

Password Requirements:

• Minimum 8 characters
• At least one uppercase letter
• At least one lowercase letter
• At least one special character (!@#$%^&*)

Learn more about changing passwords →

Biometric Login

Enable fingerprint or Face ID for quick, secure access:

1. Open the settings menu
2. Toggle “Login with Face ID” or “Login with Fingerprint”
3. Follow the prompts to enable
4. Your credentials are stored securely on your device

Note: Biometric login is only available on mobile devices (iOS and Android).

Learn more about biometric login →

3. Subscription Management

Access your subscription details:

1. Tap the settings menu
2. Select “Plan & Subscription”
3. This opens the Stripe Customer Portal

From the portal, you can:

• View your current plan (Premium Monthly or Annual)
• Update your payment method
• View billing history
• Manage or cancel your subscription

Learn more about managing subscriptions →

4. Help & Support

Get assistance when you need it:

1. Tap the settings menu
2. Select “Help & Support”
3. Opens your email app to contact support@balancebudget.app

What to include in support requests:

• Describe the issue you’re experiencing
• Include any error messages you see
• Mention what device and app version you’re using
• Screenshots are very helpful!

Account Email

Your account email is set when you create your Balance account. Currently, email addresses cannot be changed through the app.

To update your email:

1. Contact support@balancebudget.app
2. Request an email change
3. We’ll verify your identity and update your email
4. You’ll receive a confirmation at your new email address

Email Verification

For security, Balance requires email verification when you sign up:

• Check your email inbox after creating your account
• Enter the 6-digit verification code
• If you don’t receive the code, check your spam folder
• You can request a new code from the verification screen

Learn more about email verification →

App Version

Check which version of Balance you’re using:

1. Open the settings menu
2. Scroll to the bottom
3. The app version is displayed at the bottom of the menu

Why this matters:

• Ensures you have the latest features
• Helps support diagnose issues
• Indicates if an update is available

To update the app:

• iOS: Visit the App Store and update Balance
• Android: Visit the Google Play Store and update Balance
• Web: Refresh your browser - updates are automatic

Data & Privacy

Balance takes your privacy seriously:

• Bank connections - Secured through Plaid, bank-level encryption
• Password storage - Never stored in plain text
• Biometric data - Stored only on your device, never on our servers
• Financial data - Encrypted at rest and in transit

Learn more about security →

Notification Settings (Coming Soon)

Balance will soon offer customizable notifications:

• Transaction alerts
• Budget warnings
• Monthly summaries
• Partner activity notifications

Current status: Notifications are not yet available but are in development.

Learn more about notifications →

Dark Mode (Coming Soon)

Dark mode is planned for a future update:

• Reduces eye strain in low light
• Saves battery on OLED screens
• Matches your device’s theme

Current status: Dark mode is in development and will be available soon.

Learn more about dark mode →

Logging Out

To sign out of your Balance account:

1. Tap the settings menu
2. Select “Log Out”
3. Confirm you want to log out
4. You’ll be returned to the login screen

Note: Logging out doesn’t delete any data. Your information is safely stored and will be there when you log back in.

Common Questions

Q: Can I change my account email address?
A: Contact support@balancebudget.app to request an email change. We’ll verify your identity and update it for you.

Q: How do I reset my password if I forgot it?
A: On the login screen, tap “Forgot Password?” and follow the email instructions.

Q: Can I delete my account?
A: Yes. Contact support@balancebudget.app to request account deletion. This action is permanent and cannot be undone.

Q: Where can I see my subscription status?
A: Go to Settings > Plan & Subscription to view your current plan and billing details.

Q: Is my data backed up?
A: Yes! All your data is automatically synced and backed up to Balance’s secure servers. You can access it from any device.

Tips & Best Practices

Security Tips

• Use a strong, unique password - Don’t reuse passwords from other sites
• Enable biometric login - Faster and more secure than typing passwords
• Update your password periodically - Change it every 6-12 months
• Log out on shared devices - Don’t stay logged in on public computers

Profile Organization

• Keep contact info current - So we can reach you about your account
• Set up both profiles for couples - Each person can have their own view
• Check for app updates regularly - New features and fixes are released frequently

Troubleshooting

Can’t Access Settings

Problem: Settings menu won’t open or is unresponsive

Solution:

1. Close and restart the app
2. Check your internet connection
3. Update to the latest app version
4. If problem persists, contact support

Email Not Verified

Problem: Still showing as unverified after entering code

Solution:

1. Check you entered the correct 6-digit code
2. Request a new verification code
3. Check your spam/junk folder
4. Try a different email app
5. Contact support if still having issues

Biometric Login Not Working

Problem: Fingerprint or Face ID fails

Solution:

1. Ensure biometric auth is enabled in device settings
2. Toggle off and on in Balance settings
3. Clear and re-register your biometric data in device settings
4. Try logging in with password first, then re-enable biometric

Learn more about biometric troubleshooting →

Next Steps

Now that you understand profile settings, explore these related topics:

• Changing Your Password - Update your password
• Biometric Login - Set up fingerprint or Face ID
• Managing Your Subscription - Update billing details
• Creating Budget Profiles - Set up couples profiles

Need help? Contact our support team - we’re here to assist!