Aurum
Money, mapped.
Snapshot
Export everything to a JSON file (save to iCloud, OneDrive, anywhere). Import on another device to restore.
If you forget this password, the backup file cannot be recovered. There is no reset. Write it down somewhere safe (a password manager is ideal).
Casual lock
A 4-digit PIN you enter on app load. Not encryption. Anyone with browser DevTools or filesystem access to your IndexedDB can bypass it. Use this for shoulder-surfing protection only. Real encryption-at-rest is on the roadmap.
Merchant lookup
Optional: when an unknown merchant is parsed, look it up against a public knowledge base (Wikidata) to get a clean name. Sends only the merchant string, never amounts or dates. Cached locally. Off by default.
Storage
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Feedback log
Notes you've written via the speech-bubble icon. Stays on this device — export the file and send to whoever's relaying.
Reset
Wipes the entire local database. Cannot be undone (but we auto-checkpoint first).
Insights
Pattern recognition: biggest movers vs prior months, anomalies, biggest single transaction, savings-rate trajectory.
Trends
Net worth over time
Monthly income vs expenses
Recurring expenses
Reconciliation
Double-entry integrity check: opening balance + transactions should equal closing balance per account. Drifts > £1 are flagged.
Expenses
Drill into any spending category to see and reclassify individual transactions. Click a row to view & edit it; use the dropdowns to bulk-reclassify a merchant or clear a stale override.
Balances
Per-account balances with mini-trend, plus other assets and debts. Click an account to drill into its transactions.
Investments
All transactions tagged Investments. Contributions, distributions, net flow per counterparty. Holdings tracking lights up once brokerage parsers ship.
Transfers
Own-account moves and investments — never counted as P&L spending. Inflows here should match outflows for transfers between your OWN accounts (both must be imported). Cross-profile transfers (e.g. to Esha) and transfers to accounts you haven't imported yet (e.g. IBKR before its statement lands) won't pair — that's expected, not a bug.
Financial statements
Income statement, balance sheet, cash flow for the dashboard's selected period. v1 is cash-basis; v2 will add accruals.
Budgets
Set a monthly limit per category and track progress. Click any limit to edit; £0 removes the budget.
Goals
Savings targets, debt payoff, net-worth milestones. Progress bars compute against your live balances.
Search
Find any transaction by merchant, description, amount range, date range, or category. Export the current filter as CSV.
Imported source files
No files imported yet.