Account

Bankflow Settings Reference

Every setting in Bankflow and what it changes: number and currency display, the apps a workspace uses, notifications, privacy and document retention, PDF passwords, account data, email addresses, connected accounts, and automation.

Last verified in Bankflow on October 23, 2026.

Finding Settings

Open Settings in the sidebar. The page is one long document with eight sections, listed on the left so you can jump between them. The light, dark, or system theme is set from your account menu at the bottom of the sidebar.

Settings belong to the workspace that is open. In a client workspace someone shared with you, what you see depends on your role: a viewer sees only Notifications, and the few things that affect everyone in the workspace, such as its saved passwords and the data controls, are the owner's alone. See sharing a workspace with your team.

General

Number format: Local groups digits the way the currency's home country does; International always groups in thousands (1,234,567).
Large numbers: show headline figures on dashboards and charts in full, or abbreviated (1.2M). Amounts in tables are always exact.
Show transaction rows in your display currency: off by default, so each transaction reads what its statement printed, in the statement's own currency, with the converted figure when you hover the amount. Turn it on to see every row converted at that day's exchange rate. Totals and charts are always in your display currency, whatever this is set to.
Display currency: the currency totals, figures and charts are shown in, with amounts from other currencies converted at each day's exchange rate.

The day your months start on, the base currency, and the month the fiscal year starts are properties of the workspace rather than of your account. Set them with Edit details on the Manage tab of Clients: A month starts on takes any day from the 2nd to the 28th, for a pay cycle or a close that isn't the 1st, and reports and charts then say which days each period covers. See workspaces.

Apps

The apps this workspace uses, such as Bank statements, Documents and Commissions, and which one it opens with. The sidebar, Add files and the dashboard follow; turning an app off hides it and deletes nothing. Only the owner changes them. See workspace apps.

Notifications

Browser import alerts: a system notification when a statement arrives or finishes processing, even when Bankflow isn't the active tab. Your browser asks for permission the first time. If you've blocked notifications for the site, allow them in your browser's settings first.
Import confirmation emails: an email when a statement you forwarded to your import address has been processed. Statements forwarded together get one email between them.
Marketing emails: product tips and updates. Account emails, such as receipts and security notices, are always sent.

Security & Privacy

Count statements that have warnings: with this on, statements count in your totals straight away, even when the parser flagged something to check; the warnings stay on the statement for you to review. Turn it off to hold a statement out of your totals until you've reviewed it. This is the same choice as Finish statements automatically in the importer. Either way, a statement with an unknown currency, no included rows, or a duplicate of an earlier upload always waits for you.
Identify contacts automatically: recognise contacts from transaction descriptions during categorization and add them to your list. Turn it off to manage contacts yourself. See managing contacts.
Delete original documents after processing: delete each uploaded file once its transactions are extracted. The transactions stay, but you can no longer preview the original, review rows against it, or reprocess it.

File access

Passwords for locked PDFs. Reusable PDF passwords are tried automatically whenever an imported PDF is locked. Source-specific passwords are saved to a bank after a locked import succeeds. Reveal or remove any of them here. Removing one forgets it everywhere it was saved. In a shared workspace, only the owner can see or remove saved passwords; anyone who can edit can add one, and may be asked for a PDF's password in their own browser.

Account Data

Export all data downloads a ZIP of your transactions (as CSV and JSON), statements, categories, tags, rules, and preferences. Original PDFs aren't included.

Manage data holds the actions that can't be undone, each scoped as narrowly as possible so you can start with the smallest one that does the job. In a shared workspace they are the owner's:

Action	What it removes	What it keeps
Clear saved passwords	Every saved PDF password.	Everything else. You'll be asked for passwords again on the next locked import.
Clear rules & contacts	Contacts, custom categories, your rules, and learned statement layouts.	Your transactions, though they lose the contacts and tags rules gave them.
Delete uploaded documents	Every stored statement PDF.	Statements and transactions. Previewing the original won't be possible any more.
Reset statements & transactions	All statements, their transactions, and processing history.	Your banks, sources, and saved passwords.
Wipe application data	Statements, transactions, banks, sources, tags, rules, email inbox data, API keys, and processing history.	Your login, billing, credits, required audit records, and display currency.

Where files are deleted, Bankflow removes them from active data and requests deletion from storage; the storage provider's own backups follow their retention cycle.

Email In

Your private import addresses (with a button to generate new ones if the old ones leak): the main address takes Any file and sorts it as Add files does, the +docs address always reads a document, and the +commissions address a carrier statement, each shown while its app is on. Below them are your approved senders, and your auto-import rules. Under Turned away recently are the addresses that forwarded you something and weren't approved: approve one, or every address at its domain, in one click. The mail itself wasn't kept, so ask them to forward it again. See importing by email.

Connected Accounts

The Dropbox, OneDrive and Google Drive accounts your workflows read from and write to, and the accounting software you send documents to, each with Reconnect and a way to disconnect. Only the workspace's owner connects or disconnects one. See connected accounts and sending to accounting software.

Automation

What runs without anyone opening Bankflow: Workflows, which watch a cloud folder or an email sender and send the results on, and API & Webhooks, for your own software. Both open their own pages from here. See workflows and the API reference.