Household Budget

The passphrase gates reads as well as writes — without it this page shows nothing.

Browsers cannot reliably read .xlsx or PDF bank statements, so those run through the local importer instead. In the Budget folder on your Mac:

./importer/run.sh inbox/statement.pdf \
    --account current-gbp --push

It normalises the file, applies your rules, and pushes straight to the same store this page reads. Add --dry-run first to see what it found without saving. Alternatively run it with --out out.json and drop that JSON file above.

Everything is reported in this currency. Transactions keep their own currency; the rates below convert them at report time, so nothing is lost at import.

Optional. Leave empty while you are still just tracking — set targets once two or three months of real data are in, and the Overview starts showing actual against target.

Applied to new imports, and re-runnable over everything you already have.

Backup writes a JSON file holding every transaction and all settings. Keep one before any large import. Restoring is a one-line command in DEPLOY.md.