General
Manage your basic profile preferences and app settings.
Account details
Shared across every Halyard product
Appearance
Customize how Halyard looks
Privacy Mode
Hide every dollar figure across the app
Payee names and percentages stay visible, so charts and reports still read normally.
Halyard Assist
Personalized insights and monthly summaries, generated for you
When enabled, Assist and everything it powers become available across your entire Halyard workspace.
Please be advised that generated content may occasionally contain errors, omissions, or inaccuracies. You remain solely responsible for verifying anything you rely on for financial decisions.
Early Access
Be first to try what the Halyard team is building next
Get hands-on with upcoming features before they officially launch — and switch it off any time without touching your data.
Keep in mind that early-access features ship more often and get less testing than the rest of the app.