# Profile & settings

Open **Settings** in the sidebar to manage your account. The page has five tabs:

1. **Profile & Account**
2. **Security**
3. **API Keys** — see [Connecting providers](/billing-integrations/billing-integrations.md)
4. **Alert Notifications** — see [Email & Slack](/notifications/email-and-slack.md)
5. **Billing & Subscription** — see [Plans & billing](/account/plans-and-billing.md)

This page covers the **Profile & Account** tab.

## Editing your profile

| Field              | Notes                                                                                                                                                |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Display name**   | Shown in the header and in alert emails                                                                                                              |
| **Email**          | Your sign-in email. Changing this changes the email used for password reset (use **Alert Notifications** to change the alert destination separately) |
| **Workspace name** | Optional — appears on the cover page of generated reports. Leave blank to omit                                                                       |
| **Timezone**       | Used for daily roll-up boundaries and timestamp display                                                                                              |
| **Currency**       | Display currency for KPIs and totals (default USD)                                                                                                   |

Click **Save** to apply changes.

## Picking a timezone

Your timezone affects:

* Where the daily boundary falls on charts (midnight in your time, not UTC)
* How budget rules with daily or monthly cycles bucket spend

Available timezones include UTC, all US zones, common European zones, and major APAC zones. If you need a timezone that's not in the list, contact support — we can add it quickly.

## Currency

Finora stores all costs internally in USD, then converts for display if you pick another currency. Conversions use the daily exchange rate. The currency setting is for display only — it doesn't change the underlying data.

## Report style

Pick one of three visual styles for generated reports:

* **Standard** — Finora-branded, full color (default)
* **Print-friendly** — black and white, smaller files
* **Executive** — minimalist, designed for board decks

The style applies to every report you generate from then on. See [Reports](/core-features/reports.md#report-styles) for examples.

## Replaying the welcome tour

The first time you open Settings, a guided tour highlights each tab. To replay it later, click the help menu (top right) → **Replay tour**.

## Removing optional fields

To clear a field (e.g. remove your workspace name), blank the input and click **Save**.

## How profile changes affect existing data

Editing your display name or workspace name only affects future alerts and reports. Past alert emails and saved reports keep the values that were in effect when they were generated.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.finora.services/account/profile-and-settings.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
