API access
Let your own AI assistant or scripts work with your ledger: ask for your net worth, log a trade, record a balance change. Access goes through personal tokens you create and revoke yourself, and a Read only token can see your data but never change it.
How to use
- Open Settings, go to API access, and press the + button.
- Give the token a name, pick its Access (Read only or Read & edit) and when it Expires, then press Generate token.
- Copy the token when it appears. It is shown only once.
- Download the skill and add it to your assistant's skills folder, then give the assistant your app's web address and the token. The skill tells it everything else.
Your own scripts can use the same token; the full technical description of the API is published at /api/openapi.json on your instance.
Good to know
- Read only is the safe default for an assistant. It can answer questions about your money but cannot change anything. Mint a Read & edit token only if you want it logging entries for you.
- Tokens can't touch the sensitive parts. Managing keys and credentials, billing, encryption, household members and data resets only work signed in to the app, never through a token.
- Nobody can move money. The app holds read-only connections to your accounts, so a token can edit your records but can never trade or transfer anything anywhere.
- Revoke any time. Delete a token in the table and it stops working immediately; the Last used column shows whether a token is still in use.