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Navigate Finanly and change display preferences

3 min readAll workspaces

Use the sidebar or the Go to command palette to move around Finanly, and use the theme button to switch between light and dark display modes. These preferences change how the app looks and where you go, but they do not change your books or money data.

Before you start

  • You need to be signed in to use the sidebar, account menu, and command palette.
  • If your workspace is in personal mode, some navigation labels and destinations differ from business mode.
  • If you want the theme setting to persist, your browser must allow localStorage.

Navigate with the sidebar

The sidebar is the main navigation area on shell pages. It shows the pages and tools available to your current workspace, and some items only appear when your session includes the needed feature.

  1. Open the sidebar if it is collapsed or hidden.
  2. Select the page or tool you want to open.
  3. If you switch companies from the Company menu in the sidebar, wait for the app to reload into the new workspace.

Selecting a sidebar link closes the sidebar and opens the destination page. Switching companies changes the active company context and reloads the app so the rest of the interface matches the new workspace.

Use the Go to command palette

The command palette is a fast way to jump to a page. It only shows navigation options that are available in your current workspace and feature set.

  1. Click Search pages or press Command K on Mac, or Ctrl K on Windows and Linux.Search pages
  2. Type part of the page or tool name.
  3. Use the arrow keys to move through the results if needed.
  4. Press Enter or click a result to open it.

Opening a result closes the palette first, then navigates to the selected page. This is a navigation action only; it does not save anything.

Change the display theme

Use the theme button in the header to switch between light and dark appearance. Finanly remembers the last theme you picked in your browser when localStorage is available.

  1. Find the theme button in the header.
  2. Click it to switch between light and dark.
  3. If your browser does not keep the setting, check whether browser storage is blocked.

This changes presentation only. It does not affect your account, billing, or financial records.

Understand navigation availability

  • Some pages appear only in business mode or only in personal mode.
  • Some tools require a feature your current workspace does not have.
  • Disabled sidebar items are shown as coming soon or unavailable and cannot be selected.
  • Switching companies changes the available navigation and may take you to a different starting page.

If a page is missing, first check whether you are in the right company or mode. If it still does not appear, the page may not be available for your current workspace.

If navigation or display preferences do not work

  1. If the sidebar does not open, try the header menu button again or use the command palette.
  2. If the company switch fails, stay on the current company and try again after the error clears.
  3. If the command palette shows no results, search with a shorter page name or clear the search box.
  4. If the theme does not persist after refresh, check browser storage settings and try again.

None of these controls change your books. If you are blocked from a page you expect to see, the cause is usually your current mode, company, or available feature set.

Updated

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