About this dashboard

Finance is a personal spending dashboard. It reads your bank and brokerage accounts through Lunchflow, sorts each transaction with keyword rules you control, and shows where your money went, month by month.

Investments, taxes and renovation are tracked apart from everyday spending, transfers between your own accounts are ignored, and foreign-currency payments are converted at the rate from the day they happened. An optional AI review suggests categories and flags anything unusual.

Every account is separate: your keys are encrypted at rest, your data is scoped to you, and neither is shared with anyone.

Setting up takes a Lunchflow API key and an OpenAI API key — the setup page explains where to get each one.

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