Haruno Knowledge base

Settings: General

Settings ▸ General holds your account, the look of the app, the language, updates, the Advanced view switch and Delete local data.

  • Mac appAvailable
  • Windows appAvailable

Settings ▸ General is the first tab of the Settings window. It has the choices that apply to the whole app.

Open it

Press ⌘, (Command and comma). You can also choose Settings… from the Haruno menu, or from the account menu at the bottom of the sidebar.

The window has the tabs General and Books. The advanced view adds Advanced. The Books tab has its own page: Settings for the books. The Advanced tab too: Settings: Advanced.

What is on the tab

From top to bottom:

SectionWhat it holdsWho sees it
AccountSign in, or your email and plan with Sign outBoth views
AppearanceTheme, chat font size, languageBoth views
(no title)Launch at loginBoth views
Software UpdateTwo update switchesBoth views
(no title)Advanced viewBoth views
PermissionsDefault Permission ModeAdvanced view only
AutomationsBackground running and notificationsAdvanced view only
(no title)Delete local data…Both views

Account

Signed out, the row says Not signed in and offers Sign in to Haruno. Signed in, it shows your email with your plan under it, and Sign out. The full story is on Account and sign-in.

Appearance

  • Theme is System, Light or Dark. System follows your Mac.
  • Chat Font Size sets the size of the text in chats. It goes from 11 to 22 points. The standard size is 13.
  • Language changes the language of the app. It needs a restart. See Languages.

Launch at login

Launch at login is off at first. Turn it on and Haruno opens by itself when you log in to your Mac. Scheduled tasks pick up again after a restart, and anything a shutdown interrupted recovers.

Software Update

Two switches: Check for updates automatically and Download and install updates automatically. They are explained on Automatic updates.

Advanced view

The Advanced view switch is off for a new install. The line under it says it shows more settings and controls, and the details of each step, and that the assistant is the same in both views. See Normal and advanced view.

When you turn it on, two sections appear under the switch.

Permissions

Default Permission Mode sets how much Haruno asks before it acts. The choices are Ask each time, Allow all, Deny all and Automatic. The change applies to the chat you have open and to new chats. Allow all takes full effect from the next new chat. Read Permissions and approvals before you use it.

Automations

  • Run in the background is on at first. With it on, a small icon in the menu bar shows Haruno is there. If at least one scheduled task, or one QuickBooks sync schedule, is switched on, closing the window only hides it. Haruno keeps running so the schedule keeps working. With the switch off, or with nothing scheduled, closing the window quits Haruno.
  • Notify when an automation runs is on at first. It posts a notification when a scheduled task starts and when it finishes. Anything a task prepares for you to look at is announced either way.

See Scheduled tasks.

Delete local data…

This is the last button on the tab. It wipes everything Haruno keeps on this Mac.

  1. Click Delete local data…

    A box asks Delete all Haruno data on this Mac?

  2. Read what goes

    It signs you out and removes your books, every connector sign-in, downloaded files, chats, memory and settings. Files inside your own project folders are left alone. If you moved your books folder in Settings ▸ Books, that folder is removed too.

  3. Confirm or cancel

    Delete and quit is the red button. Cancel is the one Return presses, so nothing is deleted by a stray key. Haruno quits and opens again as new.

This cannot be undone

Books, chats and sign-ins are gone for good. It signs this Mac out of your Haruno account. It does not close the account.

Good to know

Hidden is not off

The normal view hides the Permissions and Automations sections. What you chose there still applies. In the normal view the permission mode is always Automatic, and background running keeps the value it had.

What to tell a customer: most people only need Account, Theme, Language and the update switches. The two sections under the Advanced view switch are for people who want more control.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,96 @@
+---
+title: "Settings: General"
+summary: Settings ▸ General holds your account, the look of the app, the language, updates, the Advanced view switch and Delete local data.
+feature: settings-general
+covers:
+  - apple/Sources/SettingsUI/**
+  - apple/Sources/SettingsCore/AppPreferences.swift
+  - apple/Sources/SettingsCore/AppTheme.swift
+  - apple/Sources/SettingsCore/LocalDataReset.swift
+---
+
+Settings ▸ General is the first tab of the Settings window. It has the choices that apply to the whole app.
+
+## Open it
+
+Press **⌘,** (Command and comma). You can also choose <Ui>Settings…</Ui> from the Haruno menu, or from the account menu at the bottom of the sidebar.
+
+The window has the tabs <Ui>General</Ui> and <Ui>Books</Ui>. The advanced view adds <Ui>Advanced</Ui>. The Books tab has its own page: [Settings for the books](/macos/books/books-settings/). The Advanced tab too: [Settings: Advanced](/macos/app/settings-advanced/).
+
+## What is on the tab
+
+From top to bottom:
+
+| Section | What it holds | Who sees it |
+|---|---|---|
+| <Ui>Account</Ui> | Sign in, or your email and plan with <Ui>Sign out</Ui> | Both views |
+| <Ui>Appearance</Ui> | Theme, chat font size, language | Both views |
+| (no title) | <Ui>Launch at login</Ui> | Both views |
+| <Ui>Software Update</Ui> | Two update switches | Both views |
+| (no title) | <Ui>Advanced view</Ui> | Both views |
+| <Ui>Permissions</Ui> | <Ui>Default Permission Mode</Ui> | Advanced view only |
+| <Ui>Automations</Ui> | Background running and notifications | Advanced view only |
+| (no title) | <Ui>Delete local data…</Ui> | Both views |
+
+## Account
+
+Signed out, the row says <Ui>Not signed in</Ui> and offers <Ui>Sign in to Haruno</Ui>. Signed in, it shows your email with your plan under it, and <Ui>Sign out</Ui>. The full story is on [Account and sign-in](/macos/app/account-and-sign-in/).
+
+## Appearance
+
+- <Ui>Theme</Ui> is <Ui>System</Ui>, <Ui>Light</Ui> or <Ui>Dark</Ui>. System follows your Mac.
+- <Ui>Chat Font Size</Ui> sets the size of the text in chats. It goes from 11 to 22 points. The standard size is 13.
+- <Ui>Language</Ui> changes the language of the app. It needs a restart. See [Languages](/macos/app/languages/).
+
+## Launch at login
+
+<Ui>Launch at login</Ui> is off at first. Turn it on and Haruno opens by itself when you log in to your Mac. Scheduled tasks pick up again after a restart, and anything a shutdown interrupted recovers.
+
+## Software Update
+
+Two switches: <Ui>Check for updates automatically</Ui> and <Ui>Download and install updates automatically</Ui>. They are explained on [Automatic updates](/macos/app/updates/).
+
+## Advanced view
+
+The <Ui>Advanced view</Ui> switch is off for a new install. The line under it says it shows more settings and controls, and the details of each step, and that the assistant is the same in both views. See [Normal and advanced view](/macos/app/normal-and-advanced-view/).
+
+When you turn it on, two sections appear under the switch.
+
+### Permissions
+
+<Ui>Default Permission Mode</Ui> sets how much Haruno asks before it acts. The choices are <Ui>Ask each time</Ui>, <Ui>Allow all</Ui>, <Ui>Deny all</Ui> and <Ui>Automatic</Ui>. The change applies to the chat you have open and to new chats. <Ui>Allow all</Ui> takes full effect from the next new chat. Read [Permissions and approvals](/macos/safety/permissions/) before you use it.
+
+### Automations
+
+- <Ui>Run in the background</Ui> is on at first. With it on, a small icon in the menu bar shows Haruno is there. If at least one scheduled task, or one QuickBooks sync schedule, is switched on, closing the window only hides it. Haruno keeps running so the schedule keeps working. With the switch off, or with nothing scheduled, closing the window quits Haruno.
+- <Ui>Notify when an automation runs</Ui> is on at first. It posts a notification when a scheduled task starts and when it finishes. Anything a task prepares for you to look at is announced either way.
+
+See [Scheduled tasks](/macos/automation/scheduled-tasks/).
+
+## Delete local data…
+
+This is the last button on the tab. It wipes everything Haruno keeps on this Mac.
+
+<Steps>
+<Step title="Click Delete local data…">
+A box asks <Ui>Delete all Haruno data on this Mac?</Ui>
+</Step>
+<Step title="Read what goes">
+It signs you out and removes your books, every connector sign-in, downloaded files, chats, memory and settings. Files inside your own project folders are left alone. If you moved your books folder in Settings ▸ Books, that folder is removed too.
+</Step>
+<Step title="Confirm or cancel">
+<Ui>Delete and quit</Ui> is the red button. <Ui>Cancel</Ui> is the one Return presses, so nothing is deleted by a stray key. Haruno quits and opens again as new.
+</Step>
+</Steps>
+
+<Callout variant="warning" title="This cannot be undone">
+Books, chats and sign-ins are gone for good. It signs this Mac out of your Haruno account. It does not close the account.
+</Callout>
+
+## Good to know
+
+<Callout variant="info" title="Hidden is not off">
+The normal view hides the Permissions and Automations sections. What you chose there still applies. In the normal view the permission mode is always Automatic, and background running keeps the value it had.
+</Callout>
+
+What to tell a customer: most people only need Account, Theme, Language and the update switches. The two sections under the Advanced view switch are for people who want more control.