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Apex Finances

Sign in with your Apex account. Only admins can open the books.

Accounts and PINs are shared with Apex Goals β€” the same sign-in works in both. This is a light gate, not real security: no password hashing, no rate limiting. Anyone with the link and a PIN can read this page.

Apex Finances
Accounts
Account balance (USD equivalent)
Other currencies are converted using the exchange rate that applied on each day, not today's rate β€” so past days may look slightly different from a live conversion.
Spending by category
Top stores & payees
Transactions

Categories

Rename, recolour, or remove a category. Removing one puts everything tagged with it back to uncategorised β€” the transactions themselves are never touched.

Auto-tagging rules

Each rule tags every transaction whose store or description contains the text, past and future. Rules are applied when the page renders, so deleting one immediately untags what it was covering.