Skip to main content

​
Overview

The Settings page allows you to customize your FinAI experience, including profile information, security settings, language preferences, and AI features.

​
Accessing Settings

Navigate to Settings from your dashboard menu. The system automatically creates default settings for new users: 
# From app/routes/settings.py:14-18
if not current_user.settings:
    new_settings = UserSetting(user_id=current_user.id)
    db.session.add(new_settings)
    db.session.commit()

​
Profile Management

​
Update Your Name

1

Navigate to Profile Section

Open the Settings page and locate the Profile section.
2

Enter New Name

Update your full name in the text field.
3

Save Changes

Click Save to update your profile.
Your name cannot be empty. The system validates input before saving.
API Endpoint: POST /api/settings/profile 
# From app/routes/settings.py:24-40
@settings_bp.route('/api/settings/profile', methods=['POST'])
@api_login_required
def update_profile():
    data = request.json
    new_name = data.get('fullName', '').strip()
    
    if not new_name:
        return jsonify({
            'status': 'error', 
            'message': 'Họ tên không được để trống'
        }), 400
        
    user = User.query.get(session['user_id'])
    user.name = new_name
    db.session.commit()
    return jsonify({
        'status': 'success', 
        'message': 'Cập nhật họ tên thành công!'
    })

​
Security Settings

​
Change Password

1

Enter Current Password

Provide your current password for verification.
2

Set New Password

Enter your new password and confirm it.
3

Submit

Click Update Password to save changes.
Ensure your new password is strong and unique. The system verifies your current password before allowing changes.
Password Validation: 
# From app/routes/settings.py:43-70
@settings_bp.route('/api/settings/password', methods=['POST'])
@api_login_required
def update_password():
    data = request.json
    current_password = data.get('currentPassword')
    new_password = data.get('newPassword')
    confirm_password = data.get('confirmNewPassword')
    
    # Validation checks
    if new_password != confirm_password:
        return jsonify({
            'status': 'error', 
            'message': 'Mật khẩu mới không khớp nhau'
        }), 400
        
    user = User.query.get(session['user_id'])
    
    # Verify current password using hashed comparison
    if not user.check_password(current_password):
        return jsonify({
            'status': 'error', 
            'message': 'Mật khẩu hiện tại không đúng'
        }), 401
        
    # Update with hashed password
    user.set_password(new_password)
    db.session.commit()
Password hashing is handled by the User model: 
# From app/models.py:28-32
def set_password(self, password):
    self.password_hash = generate_password_hash(password)

def check_password(self, password):
    return check_password_hash(self.password_hash, password)

​
Preferences

​
UserSetting Model

Your preferences are stored in the UserSetting model with the following fields: 
# From app/models.py:37-45
class UserSetting(db.Model):
    __tablename__ = 'thietlapnguoidung'

    user_id = db.Column('MaNguoiDung', db.String(8), 
                        db.ForeignKey('nguoidung.MaNguoiDung', 
                        ondelete='CASCADE'), primary_key=True)
    currency = db.Column('DonViTienTe', db.String(10), default='VND')
    language = db.Column('NgonNgu', db.String(10), default='vi')
    notifications = db.Column('ThongBao', db.Integer, default=1)
    ai_suggestions = db.Column('AI_GoiY', db.Integer, default=1)
    theme = db.Column('GiaoDien', db.String(20), default='light')

​
Language and Currency

Customize your display language and currency format.Supported Options:
  • Currency: VND, USD, EUR, etc.
  • Language: Vietnamese (vi), English (en)
# From app/routes/settings.py:73-88
@settings_bp.route('/api/settings/preferences', methods=['POST'])
@api_login_required
def update_preferences():
    data = request.json
    currency = data.get('currency', 'VND')
    language = data.get('language', 'vi')
    
    user_setting = UserSetting.query.get(session['user_id'])
    user_setting.currency = currency
    user_setting.language = language
    db.session.commit()
    return jsonify({
        'status': 'success', 
        'message': 'Đã lưu tùy chỉnh!'
    })

​
AI Features

Control whether AI suggestions are enabled for your transactions. Toggle AI Suggestions: 
# From app/routes/settings.py:91-108
@settings_bp.route('/api/settings/ai', methods=['POST'])
@api_login_required
def update_ai_settings():
    data = request.json
    ai_enabled = data.get('aiSuggestion')  # Boolean from UI
    
    user_setting = UserSetting.query.get(session['user_id'])
    # Store as Integer: 1 = Enabled, 0 = Disabled
    user_setting.ai_suggestions = 1 if ai_enabled else 0
    db.session.commit()
    
    status_msg = 'Đã BẬT AI' if ai_enabled else 'Đã TẮT AI'
    return jsonify({'status': 'success', 'message': status_msg})
AI suggestions help automatically categorize your transactions. When enabled, the system analyzes transaction descriptions and suggests appropriate categories.

​
Effect of Settings

​
How Settings Impact Your Experience

Currency Format

Your selected currency affects:
  • Transaction amount display
  • Budget limit formatting
  • Report summaries
  • Export file formatting

Language

Controls interface language for:
  • Dashboard labels
  • Report headings
  • Error messages
  • Date formats

AI Suggestions

When enabled:
  • Automatic category prediction for new transactions
  • Confidence scores displayed (stored in ai_confidence field)
  • Learning from your corrections to improve accuracy
Related model fields from Transaction:
# From app/models.py:96-97
ai_category_id = db.Column('MaDanhMuc_AI', db.String(8), 
                           db.ForeignKey('danhmuc.MaDanhMuc', 
                           ondelete='SET NULL'))
ai_confidence = db.Column('DoTinCay_AI', db.Float)

​
API Reference

EndpointMethodPurpose
/api/settings/profilePOSTUpdate user name
/api/settings/passwordPOSTChange password
/api/settings/preferencesPOSTUpdate currency/language
/api/settings/aiPOSTToggle AI suggestions
All settings endpoints require authentication via the @api_login_required decorator. Unauthenticated requests will be rejected.

Build docs developers (and LLMs) love

Get started for freeTalk to us