Settings

Access settings via Settings → FinDoc.

Categories

Add or remove categories that appear in the dropdown when editing CSV files.

Default categories:

• Portfolio
• Income
• Mortgage
• Dividend
• House Expenses
• Expenses
• Debt
• Loan

To add a category:
Type the name and press Enter or click Add.

To remove a category:
Click the X next to the category name.

Colors

Manage the color palette used for chart datasets. Colors are assigned sequentially to datasets as they appear in charts.

Format: Hex color codes

The plugin includes 100 predefined colors. You can:

• Add new colors with “Add New Color” button
• Edit existing colors (hex format: #RRGGBB)
• Delete colors you don’t need
• Reorder colors to change assignment priority

Colors apply to all chart types (line, pie, radar) and are assigned in order to each dataset.

Autocomplete

Enable autocomplete: Toggle to show suggestions as you type subcategories

Minimum characters: How many letters before suggestions appear (range: 1-9, default: 2)

New Rows

Use last row as template: When enabled, clicking “Add New Row” copies your last row to pre-fill the new row

Save Behavior

Debounce delay: How long to wait (in ms) before auto-saving after you stop typing (range: 500-5000, default: 1000)

Lower values = more frequent saves but more processing
Higher values = less frequent saves but better performance

CSV Format

Separator: Character used to separate columns (default: comma)

Change to semicolon (;) if needed for Excel compatibility in some regions.

Models

Models define how your data is processed and displayed in charts and reports. The plugin includes many built-in models (see Model Reference).

Add New Model: Create custom models for specific needs

Load Default Models: Resets all models to defaults (WARNING: deletes custom models)

Per-model settings:

• Which categories to include (e.g., Income, Expenses)
• How to group data (daily, weekly, monthly, yearly)
• Chart options (Y-axis starting point, label format)
• Output type (chart data or table/report data)

Most users can use the built-in models without modification. See Developer Documentation for advanced customization.

Lazy Loading

Enable for large files: Loads data in chunks for files with many rows

Improves performance when working with hundreds of entries.