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Budgets
A monthly limit per category. Turn on Roll over to carry what is left (or overspent) into the next month. Transactions you leave out of budgets are not counted.
| Category | Budget | Roll over | Spent | Progress | Left |
|---|
Spending without a budget
| Category | Spent | Add a budget |
|---|
Coming up
The next 45 days, from detected charges and the ones you added.
Add one by hand
For a bill that does not show up in your transactions yet, or one we missed.
Recurring charges
Looks cancelled (no recent charge)
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New rule
When a transaction's field matches the pattern, set its category. Lowest priority number runs first; the first match wins. Categories you set by hand are never overwritten.
Categories
Rules
| Priority | When | Category |
|---|
Ask about the ledger
Alerts
What the bell in the header tells you about. These thresholds are shared by everyone in this ledger; dismissing an alert is personal.
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Anthropic API key optional
Ask works without this: slash commands are instant, and plain-English questions run on the local model at no cost. Add a key only if you want a Try with Claude option for questions the local path cannot answer. It is billed to your Anthropic account. It is encrypted before it is stored, only its last 4 characters are ever shown, and you can remove it at any time.
How to get a key
- Sign in (or create an account) at console.anthropic.com.
- Add a few dollars of credit under Billing. Ask is pay-as-you-go; a typical question costs pennies.
- Open API keys, choose Create Key, name it something like “NSEA Accounting”, and copy it. Anthropic shows the full key only once.
- Optional but wise: set a monthly cap under Limits so usage can never surprise you.
- Paste the key above and choose Save key. We check it with Anthropic first, so a typo is caught immediately.
Your key never leaves the service except to call Anthropic on your behalf. Never share it, and if you think it has leaked, delete it in the Anthropic console and save a new one here.