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Mode
S
Sam
Account

Settings

Signed in as [email protected]

Household & spaces

Every financial space you belong to, with the controls your role allows: people, permission presets, invitations, ownership, and continuity. Day-to-day sharing, split expenses, allowances, and documents live in Shared money.

HouseholdMy Household Financesyou are owner · 1 member · 4 accountsOpen in Shared money →
People
Sam Demo (you)[email protected]owner — full control
Continuity & succession

Emergency succession never triggers from inactivity alone. A nominated successor must request it, the configured quorum must approve, and the waiting period must elapse. A successor can’t approve their own request. If no other successor has signed in, takeover waits at least 14 days, and you can cancel it any time before then.

PrivateSam Demo's Financesyou are owner · 1 member · 0 accountsOpen in Shared money →
People
Sam Demo (you)[email protected]owner — full control
Continuity & succession

Emergency succession never triggers from inactivity alone. A nominated successor must request it, the configured quorum must approve, and the waiting period must elapse. A successor can’t approve their own request. If no other successor has signed in, takeover waits at least 14 days, and you can cancel it any time before then.

Legacy
Instance household
1 member
The legacy instance household seeds the shared household space. Prefer inviting people through the space cards above; use this only to add someone to the legacy household itself.
Members (1)
Sam Demo (you)[email protected]owner
Invite someone
Invitations expire after 14 days. AstroLedger does not send email yet—share this app's address with them. They must sign in with the exact invited Google email. If ALLOWED_EMAILS is configured, add them there too.
Everyone in this self-hosted household shares the same ledger, plans, imports, and reports. Owners manage membership; members can use the financial workspace but cannot invite or remove people.

Account & security

Security
Passkeys (0)
None
No passkey enrolled. Enroll one now to sign in without Google.
Account
Reset demo
Drop your current sandbox and start fresh. Your edits will be lost.
Install
Get the app
PWA
Install AstroLedger as a standalone app on this device. It opens in its own window, runs offline for the chrome (the data still needs a connection), and gets a homescreen icon. No app-store account required.
On a phone, use the full public URL AstroLedger is reachable at (typically a Cloudflare Tunnel hostname - see docs/CLOUDFLARE_TUNNEL.md) so the device can reach this server.

Preferences

Alerts
Dismissed-alert retention
Default 12 days
Dismissed recommendations in Insights stay restorable for this many days, then delete automatically.
Accounts
Hide inactive accounts
12m
Accounts with no transactions for this many months are auto-hidden from the Accounts page, the account picker, and rollup totals - they stay in the database and reappear immediately if a fresh transaction lands. Set to 0 to disable.
months of inactivity
Theme
Appearance
Theme, information density, and privacy mode live in the top bar so they stay available everywhere. Device installation and account preferences stay on this page.

Currency

Tags, categorization rules and suggested rules moved to Review.

Foreign currency
FX rates
USD base
Base currency: USD. Rates are stored as 1 USD = rate × quote. AstroLedger looks up the most recent rate at or before each foreign-currency charge date.

Automation & AI

Automation
Gmail auto-sync
LLM-assisted
Periodically scan your inbox for new receipts, capped per run for rate-limit safety. When the configured model is reachable, new receipts are classified and recurring charges surface under Insights.
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AI
LLM provider
Pluggable
Pick the model that powers Spacer chat and LLM-assisted auto-categorization. Works with Ollama (local), OpenAI, Anthropic, or any OpenAI-compatible endpoint. Paste an API key (stored encrypted, never shown again) or point at a server env var. Use Test connection before saving.
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Data & safety

Data
Export your data
Leave anytime
Download your visible financial history in open formats. Exports respect per-account export permissions in the active space.
CSV — every transaction + tags/category/flags, opens in any spreadsheet. QIF — multi-account Quicken format (round-trips back into AstroLedger or any QIF-aware app). JSON — complete denormalized dump of every table (accounts, transactions, budgets, goals, rules, holdings, etc.) for archival or migration. Connector credentials are excluded.
Hygiene
De-duplication
Idempotent
  • Tags - merges root tags with the same name (case-insensitive). The older row wins; children, transactions, and subscriptions move over.
  • Subscriptions - merges near-duplicates for the same merchant (cadence within ±4 days, amount within 15%). Transactions get re-pointed and tags are unioned onto the surviving subscription.
  • Transactions - flags cross-account duplicates (same merchant + day + amount) as transfers so rollups stop double-counting. The bank-side charge is preserved; the wallet/ecommerce side is hidden from totals.
Updates
Software updates
GitHub releases
Checking for updates…
Automation
Database backups
Encrypted at rest
Snapshots are created in memory-backed scratch space, compressed, and wrapped in an authenticated AES-256-GCM envelope under the dedicated backup key. Restores verify the envelope and database integrity before touching the live database.
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Data
Local-first
AstroLedger keeps its database and uploads on this server. The full database is encrypted at rest, credentials carry a second field-encryption layer, and receipt/document files use authenticated file envelopes. Keys are mounted from root-managed files, never stored in Docker metadata.
About
AstroLedger 0.9.0
Self-hosted, source-available personal finance (OCL 1.1).
a Nomads Galaxy project