Settings
Financial engine
| Setting | Effect |
|---|---|
| Base currency | Every aggregated metric and simulation is converted into this currency |
| Rounding policy | Half-even (banker's rounding), half-up, down or up. Applied everywhere the engine rounds to minor units |
| Default day-count convention | Actual/365, Actual/360 or 30/360. Used for interest accrual |
| Language | EN, PT, ES, FR, DE. Also selectable through the URL (/pt/dashboard) |
| Account type labels | Rename Checking, Savings, Emergency, Investment, Other |
| Loan type labels | Rename Mortgage, Auto, Personal, Consumer, Student, Other, and add custom loan types |
| Income types | Add custom income types |
Security & AI engine
- Local LLM endpoint: an OpenAI-compatible server such as Ollama or llama.cpp, for example
http://localhost:8050/v1 - Enable local AI extraction: turns AI field suggestions on or off for uploaded contracts
- Allow cloud LLM fallback: off by default. If you turn it on, contract text may be sent to a non-local endpoint when the local one is unavailable, and a warning is shown
Privacy & status
This panel shows 100% Offline Mode Active when no non-local endpoint is configured. Otherwise it shows a warning. It also shows the app version.
Languages
