Reference
Detailed reference material for the configurable parts of Finzytrack. Use these pages when you need the full set of options for a feature, rather than the conceptual overview in the Views section.
Dashboards & Queries
Section titled “Dashboards & Queries”| Page | Purpose |
|---|---|
| Dashboard Recipes | The recipe format that defines widgets, charts, KPIs, and dashboard layouts |
| Querying Data | SQL and BQL query reference for the Query view |
Importing
Section titled “Importing”| Page | Purpose |
|---|---|
| File Import Rules | Rules for parsing CSV and XLS statements |
| Email Import Rules | Rules for extracting transactions from email |
| Auto-categorization | How the categorizer learns from your past transactions |
Accounts & Storage
Section titled “Accounts & Storage”| Page | Purpose |
|---|---|
| Account Hierarchy | Designing a chart of accounts that fits your finances |
| Backups and Logs | Where Finzytrack writes backups and logs, and how to manage them |
| Configuration | config.yaml settings and what each option controls |
| Page | Purpose |
|---|---|
| Choosing an AI Model | Tradeoffs between models and providers |
| Reasoning Models | Notes on using reasoning models with Finzytrack |
| AI Data Sharing | What data is sent to AI providers, and what is not |