Each profile is its own PocketSmith developer API key, with its own dashboard account visibility, budget category visibility, default cash account, currency conversion, and property values — useful if more than one person (or PocketSmith account) shares this dashboard. Everything below this section (AI instructions, property value proxy URL, etc.) is shared across every profile.
Paste the active profile's PocketSmith developer key below. You can create one at
PocketSmith → Settings → Security
. It's stored only in this browser and sent only to api.pocketsmith.com.
Choose which PocketSmith account should be pre-selected when adding a transaction with the "+ Add Transaction" button. You can still pick a different account each time.
Pick two currencies from your accounts to enable a display-currency toggle on the dashboard. When turned on, all figures in Accounts, Cards & Loans, and Budget convert into whichever currency is selected, using PocketSmith's own live exchange rate.
Add custom instructions for the AI to follow when generating your financial summary (e.g. "focus on my savings goal" or "warn me if dining out exceeds $400"). They're included every time you click Summarize. Pre-filled with a sensible default below — edit it, or pick a template to replace it. Also editable directly on the dashboard.
Generate one at
portal.nousresearch.com.
Stored only in this browser, like the PocketSmith key above — never sent anywhere but
inference-api.nousresearch.com. Leave blank to disable Summarize.
The model ID to send in the model field of the chat-completions request.
Pick one from your
Nous Portal
(defaults to Hermes-4.3-36B if blank).
Nous is the primary LLM provider for the AI summary. If it fails (network, auth, rate-limit), or if no Nous key is configured, the summary falls back to OpenRouter if a key is set here. Add an OpenRouter API key to enable this fallback.
Generate one at
openrouter.ai/keys.
Stored only in this browser, like the keys above — never sent anywhere but openrouter.ai.
Leave blank to disable the OpenRouter fallback.
The model ID to send to OpenRouter. Use openrouter/free for the free tier
(routes to a free model automatically), or a specific model like meta/llama-3.2-3b.
Defaults to openrouter/free if blank.
Choose which accounts to show on the dashboard's Accounts and Cards & Loans panels. All accounts are shown by default.
Add your API key above first…
Shows an estimated market value and resulting equity under each mortgage account on the dashboard.
Deploy the Worker in workers/property-value-proxy (see its README) and paste its URL above to
have the dashboard automatically refresh each account's value from your own Notion "Properties" database
(matched by the account's exact title) every time it loads or refreshes. Leave blank to turn this off.
PocketSmith has no concept of a credit limit - only the current balance owed. Enter each credit card's limit here to show its available balance (limit minus what's owed) under it on the dashboard. Leave blank to hide it for that account.
Add your API key above first…
Choose which budgeted categories to show on the dashboard's budget panel, grouped as Incomes and Expenses just like the dashboard. All categories are shown by default.
Add your API key above first…