Preferences

Settings controls app-wide preferences that affect how data is presented or processed.

Available preferences

  • Theme
  • Language
  • Display currency
  • Cost basis mode
  • Matching method
  • Timezone

Why these settings matter

Some settings only change presentation, while others can affect derived data and reports.

  • Theme, Language, and Timezone only change how information is presented to you.
  • Display currency changes the valuation lens used for displayed amounts.
  • Cost basis mode and matching method can affect downstream calculations and reports.

Safe review pattern

  • Use Theme, Language, and Timezone for display-only preferences.
  • Review Display currency before sharing or exporting value-based views.
  • Use Cost Basis Mode and Matching Method more carefully because they influence downstream calculations.

Suggested timing

Set your preferences early in onboarding, then review them again before producing reports for a final period.

Need a guided walkthrough?

Start with Cognia and bring these docs into your onboarding session as the operating checklist.

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