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šŸ³ Recipes (how do Iā€¦)

Quick step-by-step guides for the most common tasks.

Reorder or hide home-screen sections

  1. On the home screen, press and hold a tile, then drag it to its new spot. Saves automatically.
  2. To hide a section: Settings ā†’ Sections ā†’ uncheck its box.

Reclassify an expense (and every one from the same merchant)

  1. Income & expenses ā†’ click the "Otros expenses" row: its movements expand and a category panel appears. The number in parentheses on each category tells you how many concepts it already has.
  2. Find the movement (sorted by date) and drag it onto its category: a rule is created for that concept ā€” that expense and every future one sharing the same concept moves to the category from then on. The page regenerates itself within seconds, and the rules feed the web, the API and the app alike.
  3. Made a mistake? Every rule is reversible: it's recorded in the overrides table (with top priority over the automatic rules), and the editor ships an undo.

See the receipt behind an expense

  1. python3 scripts/money_provenance.py scans your bank movements and looks for evidence that explains them: a receipt photo whose OCR text contains the same amount within a few days of the movement, or an email whose sender/subject overlaps the movement's description within a date window. Add --dry-run to see what it would link without writing anything, --days N to widen or narrow the date window (default 5), and --no-llm to skip the confirmation step below entirely.
  2. Strong matches (exact amount, close date) are linked automatically ā€” no model involved. Ambiguous matches are handed to your local model for a closed-vocabulary confirm/reject; this step is entirely optional, and the scanner is fully functional without Ollama installed if you pass --no-llm or it simply isn't running.
  3. Confirmed links show up as a small evidence marker on the matching movement in Income & expenses ā†’ "Otros expenses"; expand it to see the receipt thumbnail or the mail subject it was matched to.
  4. Nothing here is scheduled automatically yet ā€” run it by hand, or wire the money_provenance_scan entry in config/jobs.yaml into your own schedule after a fresh refresh_patrimonio.

Verify your email

  1. Settings ā†’ Profile ā†’ "Verify email" button.
  2. Open your inbox: there's a message with a one-time link. Open it and you're done ā€” the āœ” badge appears.

Rotate a credential (e.g. the Immich API key)

  1. Generate the new key in the relevant service.
  2. Settings ā†’ Account & security ā†’ danger zone ā†’ āœļø on the credential's row ā†’ paste the new value.
  3. It's saved with an automatic backup of the configuration file.

Refresh quotes right now

Net Worth ā†’ "ā†» Refresh quotes now" button. The page reloads itself in about 90 s, with the refresh time shown next to the button.