Access Settings from the sidebar to configure your business profile and preferences.
Business Settings
Enter your Business Name — it appears on exported reports so your accountant knows whose data it is. Select your Province so ExpenseFlow applies the correct HST or GST rate when calculating your input tax credits. Set the Tax Year that defaults across the app. Click Save Settings after making any changes.
Province Tax Rates
Ontario uses 13% HST. Nova Scotia, New Brunswick, Newfoundland and Labrador, and Prince Edward Island use 15% HST. Alberta, British Columbia, Manitoba, Saskatchewan, and the territories use 5% GST. Quebec uses 5% GST, with QST tracked separately by the province.
Appearance
Choose System to follow your operating system's light or dark mode setting, or lock the app to Light or Dark mode regardless of your OS preference.
Account
The Account section lets you Sign Out of your current session, or permanently Delete Account — which removes your account and all associated data and cannot be undone.
Related Help Topics
Signing In
How to create an account and sign in with email or Apple ID.
Dashboard
Your financial overview — stat cards, charts, and key metrics.
Upload Bank Statements
How to import your CSV or XLSX bank exports into ExpenseFlow.
Transactions
Viewing, filtering, searching, and managing your imported transactions.