Settings
Categories & rules
Rules run automatically on every import. Lower priority numbers win, and the first match applies.
Connections
What this app can reach right now
Claudenot connected
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Two ways in, no API key required for the first:
- Sign in (recommended) —
brew install anthropics/tap/ant, thenant auth login. Stores an OAuth profile this app picks up automatically. - API key — put
ANTHROPIC_API_KEY=…inapp/.env.local.
Model & transport
Every AI feature is built from one client — these are its parameters
Model per job
What works right now
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Categories
0 total
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Auto-categorization rules
0 rules · evaluated in priority order
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Income sources
Whose deposits the app may plan on
Money arriving is not the same as money to come. Everything in the ledger counts toward what a month earned; only payers named here count toward what the planner expects to arrive. That is what keeps a Zelle from a friend out of next month's budget.
No payer is named yet
Until one is, the planner falls back to your projected annual figure rather than planning on deposits it cannot vouch for.
Data
Everything lives in app/data/finance.db
Resetting deletes every account, transaction and budget, leaving an empty ledger with just the default categories and rules. There's no undo.
Sample data is invented — made-up people, banks and amounts — for trying the app out. It replaces whatever is in the ledger, so don't load it over your own imports.