Settings

Application preferences.

Settings

Overview

The Principal Plan Settings dialog controls application-wide preferences. Open it from File > Settings. The dialog contains five tabs:

Tab Description
Application Language, file handling, ledger behavior, export options, and list view layout. See Settings — Application.
Accounts Account list display and account ledger column visibility. See Settings — Accounts.
Envelopes Envelope list display, watchdog indicators, and envelope ledger column visibility. See Settings — Envelopes.
Backup Automatic backup toggle, retention depth, and backup directory. See Settings — Backup.
Miscellaneous Confirmation messages, import checkpoints, number formatting, account-transfer behavior, new-transaction date, and web search engine selection. See Settings — Miscellaneous.

Each tab has its own help topic with full details on every setting.

Buttons

Button Description
OK Saves all changes across all tabs and closes the dialog.
Cancel Closes the dialog without saving.
Help Opens this help topic.

Note: The entire help system is available as a single Markdown file suitable for teaching your favorite AI agent to be your personal Principal Plan expert. Download