← User guide

Settings & profile

Your account, household, notifications, and data — including export and deletion.

Try it step by step

These steps describe the web app. iPhone controls may differ.

  1. On web, open Profile; on iPhone, open Settings. Review household membership and notification preferences.
  2. For Premium, open membership access. Use Manage subscription for a web purchase, or Apple subscription settings for an Apple purchase. Review the effective date and price before confirming a plan change. On iPhone, use Restore purchases for an Apple purchase that is missing.
  3. Use Export data on web or Export My Data on iPhone before leaving the service. iPhone also offers Export JSON Backup.
  4. To leave, cancel any paid subscription separately, then request account deletion. Signing back in during the 30-day grace window cancels the scheduled deletion.

Worked example

Turning off an app notification does not cancel the underlying bill. Similarly, disconnecting a bank or deleting your Budgeteer Pro account does not cancel an Apple or web subscription.

Check before you continue

The iPhone app is available on the App Store. If Premium is missing, check that you are in the intended account and household before purchasing again. Provider retention is described in the Privacy Policy.

See the whole balance picture, then open an account to inspect the transactions behind it.

Profile & household

Manage your name, appearance (light/dark/system), and household members and invitations.

Notifications

Choose which alerts you get — upcoming bills, budget risk, price changes — and set quiet hours for device notifications.

Your data

Export your data as a spreadsheet any time. Deleting your account starts a 30-day grace window, after which your financial records and profile are erased and bank connections are revoked. Cancel any paid subscription separately. Provider and support-record retention is described in the Privacy Policy.