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Spent

Sync & dashboard

USING SPENT

Sync and dashboard.

What you'll actually do once Spent is installed — sync, browse, re-categorize, sleep.

The dashboard

Section titled “The dashboard”
The Spent dashboard, with monthly totals at top and recent transactions below
The default view when you open Spent.

Visit http://localhost:41234 (or http://spent.local:41234 if you added the hosts entry). The dashboard has four areas:

  • Overview — monthly totals, “on track / heads-up / over” status pills, top spending categories.
  • Transactions — chronological list with merchant, amount, category, date. Click a row to edit.
  • Budget — your monthly budget and pacing card.
  • Settings — banks, AI provider, sync schedule, preferences.

Syncing

Section titled “Syncing”

By default, Spent syncs once a day at 03:00 local time. Change this in Settings → Sync schedule, or trigger a manual sync from the menubar or the dashboard.

A sync does three things, in order:

  1. Scrape — log into each connected bank and download new transactions.
  2. Deduplicate — compare against existing transactions using a content hash (so you don’t get duplicates if a bank shifts an old transaction’s identifier).
  3. Categorize — send uncategorized transactions to your chosen AI provider, in batches of 50.
Syncing Isracard
23 of 47~12s left
Connected
Fetched May
Categorize

If any step fails, the dashboard shows the error with a hint about what to do. See Troubleshooting for the common ones.

The menubar / tray app

Section titled “The menubar / tray app”

On macOS the menubar app gives you four actions; on Windows it’s the same set in the system tray:

  • Open — opens the dashboard in your default browser.
  • Sync now — runs an immediate sync.
  • Start / Stop service — pause Spent without uninstalling.
  • Quit — quits the menubar (the background service keeps running).

The icon goes to a small animated dot while a sync is running.

Transactions

Section titled “Transactions”
The transactions list, with merchant names, amounts, and category badges
Filter, search, click any row to re-categorize.

Click any category badge to change it. Spent remembers the correction and uses it the next time it sees a similar merchant — no re-training needed.

Dark mode

Section titled “Dark mode”

Spent ships with a built-in dark theme. Toggle it from Settings → Preferences, or let it follow your OS.

The same dashboard in dark mode — warm dark background, sage accents preserved
Same dashboard, after sundown.

Backups

Section titled “Backups”

Spent stores everything in data/spent.db plus data/.encryption-key. To back up: copy those two files together. To restore on a new machine: drop them into the new install’s data/ folder before the first sync.

Any SQLite-friendly backup tool that handles WAL-mode databases works fine.

Next Categories & budgets