> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance Settings

> Configure module-level settings for the Finance & Revenue core including transaction rules, recurring templates, and AI matching.

Finance Settings provides the administrative configuration interface for the Finance & Revenue module, with tabs for general settings, transaction rules, recurring templates, category mappings, and AI matching. Route: `/fa/settings`.

## Overview

Finance Settings is accessible at `/fa/settings` and requires permission `fa.settings.admin` (resolved from `FA_PERMISSIONS.SETTINGS_ADMIN = 'fa.settings.admin'`). The component (`FASettingsPage`) fetches module settings via `useFAModuleSettings` and renders a multi-tab interface:

* **General settings**: rendered by `FASettingsForm` with `transformSettingsForForm`
* **Transaction Rules**: rendered by `TransactionRulesTab`
* **Recurring Templates**: rendered by `RecurringTransactionTemplatesTab`
* **Plaid Category Mappings**: rendered by `PlaidCategoryMappingsTab`
* **Matching AI**: rendered by `MatchingAISettingsTab`

An optional guided tour (`faSettingsTour`) can be launched via the **Help** button. The page also supports a `?tour=fa-settings-tour` query parameter to auto-start the tour.

## Who it's for

Requires permission `fa.settings.admin` (`FA_PERMISSIONS.SETTINGS_ADMIN`).

## Before you start

* You must have `fa.settings.admin` permission.
* Review current settings before making changes.

## Steps

1. Navigate to **Finance → Settings** (`/fa/settings`).
2. Select the appropriate tab for the configuration you want to update.
3. On the **General settings** tab, update module-level settings and submit via `FASettingsForm`.
4. On the **Transaction Rules** tab, configure automated transaction categorization rules.
5. On the **Recurring Templates** tab, manage recurring transaction templates.
6. On the **Plaid Category Mappings** tab, map Plaid import categories to GL accounts.
7. On the **Matching AI** tab, configure AI-assisted transaction matching settings.

## Key concepts

| Concept                 | Description                                                |
| ----------------------- | ---------------------------------------------------------- |
| `useFAModuleSettings`   | Hook fetching and persisting FA module-level settings      |
| `FASettingsForm`        | Form for general module settings                           |
| `TransactionRulesTab`   | Tab for automated transaction rule configuration           |
| `MatchingAISettingsTab` | Tab for AI matching configuration; SME: confirm capability |
| `faSettingsTour`        | Guided onboarding tour for this settings page              |

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/FASettingsPage.tsx
  * src/platform/permissions/constants.ts
</Accordion>