User settings

Not sure about the terms? See Glossary.

What you can change here

User settings cover things that are not directly part of forecasting, for example:

profile/account details
security (password)
basic app options

Country & regional support

Valutra’s core planning features work in all countries.

The country setting works like a user-level default (similar to your default currency):

It affects new or edited items going forward.
It does not rewrite existing data retroactively.
No automatic conversion/recalculation of past amounts happens just because you change the country.

Some features are country-specific:

VAT planning is currently Germany-only (DE).
If you switch to a country where VAT is not supported, VAT features are hidden and VAT is disabled.
When VAT gets disabled (explicitly or via a country change), unpaid VAT plan items (without linked payments) are removed, while already paid/historical VAT plan items remain.

Reset your password

If you forgot your password:

start a password reset
open the email link
set a new password

Tip: use a password manager.

No email received?

check spam/junk
confirm your email address
retry after a few minutes

Common “why don't I see X?” cases

you're signed into the wrong account
you're looking at the wrong bank account
the time range/filter is not what you expect

VAT (Germany)

Note: VAT and business settings are typically relevant for freelancers/self-employed and companies. If you are employed, this is usually not relevant.

If you use VAT features (VAT breakdown, Sales tax modal, auto-generated VAT advance payments), the relevant toggles and parameters live here as well (e.g. accounting method, reporting frequency, payment day, default/reduced rates).

Details: VAT (Germany) overview