Settings

Household

Access from outside the house is handled by Cloudflare Access; see docs/HOUSEHOLD.md in the project for the setup. A wall display or your own dashboard reads this app through a display token.

Connections

SimpleFIN reads transactions and balances from your banks; the app never sees your bank passwords. Create a setup token, paste it below, then map each connected account. CSV import keeps working.

Payday

Used for safe to spend on Home.

Data

Re-applies merchant cleanup, transfer detection, rules and refund matching to every transaction. Your manual categories are kept.

Copies the database with everything in it. Keep it somewhere safe. Restore by replacing data/finance.db while the app is closed.