Chris Olson
c3cf0f3eb8
Foundation: single arm64 container (Hono + SQLite via Drizzle, React + Vite), local sign-in with long-lived sessions and passkeys, roles (read-only, full access, admin), nightly and pre-upgrade backups, light and dark themes, date-based version numbers, and the ideas lightbulb behind IDEAS_ENABLED. Money in: accounts with balances, CSV import with bank detection, a column mapping pop-up for unknown layouts, duplicate checks, transfer pairing and undo; one-tap review with learned rules; activity with search, splits, tags, notes and cash entries. Statement files are blocked from commits by a pre-commit hook; tests use synthetic fixtures only. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Statement samples
Drop your bank and card exports here, exactly as downloaded.
- Make one folder per account, named however you like, e.g.
bofa-checking,bofa-savings,discover-1,discover-2,chase-prime-visa. - Put that account's export in its folder untouched: same file name, same contents. Two or three months per account is plenty.
- That's it. Tell Claude when they're in place.
How these files are protected:
- Git ignores everything in this folder except this note, and a pre-commit check blocks statement files anywhere in the project.
- Only the
piuser can open this folder. - Claude never opens the raw files. A script on this server turns each one
into a masked profile (column headers, date and amount formats, value
shapes such as
Aaaaaa #999and-99.99), and Claude works from that.