Forge — Build What Lasts

⚾ $kenes #30 reads the scouting report · 🏒 $id #87 reads the play

Build what lasts.
Start with your data.

Drop any financial file — Quicken export, Amazon order history, Apple Card statement, any CSV, bank statement PDF, or a photo of a receipt or document. Forge reads the format automatically. For photos and PDFs, the AI Smart Scan extracts transactions directly.

Drop any file — Forge figures out the rest

CSV QIF QFX · OFX APPLE CARD AMAZON 📷 AI SCAN

📂

Drop files here or click to browse

Quicken exports · Amazon order history · Apple Card statements · any itemized CSV

auto-detects format · multiple files at once · deduplicates automatically

💳 QUICKEN

CSV · QIF · QFX · OFX
Full transaction history, all accounts

🍎 APPLE CARD & 📦 AMAZON

Monthly CSV · Order history
Line-item detail · purchaser tracking

🔍 ANY ITEMIZED CSV

PayPal · Venmo · Costco
Date + Description + Amount

✨

Smart Scan AI

Photos · PDFs · Receipts · Bank statements · W-2s · 1099s · Handwritten notes

📷 Scan Photo or PDF

Requires Worker URL in settings · Uses Claude AI · ~$0.003 per page

💡 Purchaser tagging: Include a family member's first name in the filename before dropping — e.g. amazon_chris.csv or applecard_kira.csv. Forge attributes every item in that file to that person. Works for any file type.

①

How to get your files

💳

QUICKEN — full transaction history

MAC

1. Sidebar → All Transactions
2. Clear date filters
3. File → Export → Register Transactions to CSV File
4. All visible transactions → Save

WINDOWS

1. Reports → Banking → Transaction
2. All Accounts · full date range
3. Export icon → Export to CSV File

⚠ Do not use File → Export → Quicken Transfer Format (.qxf) — that file cannot be imported here.

📦

AMAZON — order history (request required)

1. amazon.com (desktop browser) → Account & Lists → Account → Manage your data → Request your data
2. Select Your Orders → submit · confirm the email Amazon sends immediately
3. Wait for a second email with download link (a few hours, up to 24)
4. Unzip → open Your Orders folder → use Retail.OrderHistory.1.csv
5. Rename with purchaser's name if known: amazon_chris.csv

🍎

APPLE CARD — monthly statement

Wallet app → Apple Card → tap any month → Export Transactions → save CSV to your computer.
Rename with purchaser's name: applecard_kira.csv

🔍

ANY OTHER CSV — PayPal · Venmo · Costco · store exports

Any CSV with Date, Description (or Merchant / Payee), and Amount columns. Export from the service, drop it in, Forge reads it. If the columns don't match, the result panel explains exactly what was missing.

②

Monthly routine — 2–3 minutes on the 1st

Gather everything in one folder, drop it all at once, click Begin Forging. Forge processes every file type in a single pass and skips anything already in the ledger.

1

Quicken: Export last 30–60 days, All Accounts (same path as initial setup)

2

Amazon: Request updated order history if you want this month's detail (or skip — Quicken already has the charge amount)

3

Apple Card: Export this month's statement from Wallet app (optional but adds line-item detail)

4

Drop everything at once → Begin Forging → done

✓ Always safe to re-import — Forge skips anything already in the ledger. Same file twice = no duplicates.

Smart Scan ⸲ AI-powered

🔍

Drop anything. Claude reads it.

Bank statement PDFs • receipt photos • W-2s • 1099s • handwritten notes • investment statements

📷 Photos 📄 PDFs W-2 / 1099 Bank Statements Receipts Handwritten

Smart Scan requires the AI Worker. Set WORKER_URL in forge.html to your deployed Cloudflare Worker URL. See SID-SETUP.md for setup.

The Gauge

Your financial picture at a glance

Monthly Cash Flow

Income vs. Expenses

Spending by Category

Top Merchants by Spend

#	Merchant	Txns	Total

Spending by Category

Category	Trend	Amount

The Bullpen

Proactive alerts, trends, and recommendations · #30

Category Acceleration — 3M vs Prior 3M

Spending Velocity (Monthly Δ)

Budget Drift by Category — Current Month Projection

Category	Avg Monthly	Spent (MTD)	Projected EOMonth	Drift	Status

Transaction Size Distribution

Outliers shown in red

Statistical Outliers (>2σ)

Monthly Spending Heatmap (by Year)

Darker = higher spend relative to your annual average

Average Spend by Month

Across all years in your data

Cash Flow

Monthly income and expense trends

Account: Year:

Income vs Expenses — Monthly

Net Savings Trend

No detail files imported

Drop an Amazon order history, Apple Card statement CSV, or any itemized purchase export to unlock per-person analytics and line-item intelligence.

⚾ Analytics Studio

$kenes · #30 · Self-Service Intelligence

Loading…

All sources · Auto-deduped

View By

Measure

Date Range

Filter Category

Filter Account

Chart Type

Monthly Spending

Last 12 months · all accounts · all categories

Spending vs Income

Top 8 Categories

Spending by Day of Week

Spend by Purchaser

Ledger Room

Account: Category: Type:

Date	Payee	Account	Category	Amount

Monthly The Confluence

A structured conversation about where we are, where we're going, and what matters.

$KENES READS THE SCOUTING REPORT · $ID READS THE PLAY

🎯 Your Family Goals

Set targets once — the tool tracks progress automatically each month

Monthly Agenda — estimated 30–40 minutes

1

Month in Review — What Just Happened

~8 min

Notes from this discussion

2

Where the Money Went — Spending Breakdown

~8 min

Notes

3

Big Purchases — Past & Planned

~5 min

Planned purchases to discuss

Notes

4

Goals & Wealth Building — Are We on Track?

~8 min

Notes

5

Emerging Threats — What's Worth Watching

~5 min

Notes

6

Decisions & Next Month — Close the Loop

~5 min

Decisions Made This Meeting

Final Notes / Next Month Focus

Meeting Progress0 of 6 steps complete

Forge Settings

Personalize your experience · Calibrate $id · Set your family's targets

🏠

The Family

Names used across all reports, Confluence agendas, and $id's responses

Family Name

Appears on Blueprint PDFs: "The Faber Family · Monthly Review"

Primary User

Date of Birth

Enables age-aware recommendations and retirement timeline

Partner

Date of Birth

$id shifts to story-first mode when partner's name appears in prompts

Kids

⚡

$id's Voice

How $id reads the room and adapts his communication style

Data-first mode (default)

Numbers up front, analysis behind them. For Chris — direct, specific, no preamble.

"Net savings: +$1,240. Savings rate at 17% — 3 points below target. Dining is the gap, up 22% vs last quarter."

Story-first mode

Context and narrative before the numbers. $id activates this when detecting your partner's name in a prompt, or during Confluence meetings.

"This was a good month overall. You came out ahead by over a thousand dollars, which is solid — though dining crept up more than we'd like. Worth a quick conversation."

Confluence mode

Warmer, more conversational tone automatically active during The Confluence meeting. $id talks to both of you together — uses family names, speaks in "we."

Use kids' names in alerts

$id references college funds, education expenses, and kid-related purchases by name when relevant.

Live $id Preview

Adjust settings above to see how $id will speak to your family.

👤

Account Owners

Map Quicken accounts to family members for per-person spending analytics

Assign each Quicken account to the person who primarily uses it. Forge uses this to surface individual spending trends, personalized alerts, and per-person analytics in the Bullpen and Detail Lens. Shared accounts can be left as Shared / Unassigned.

Import data first — accounts will appear here automatically.

For detail files (Amazon, Apple Card), include a family member's first name in the filename — e.g. amazon_chris.csv or applecard_kira.csv.

🎯

Financial Targets

Thresholds that drive The Furnace alerts and $id's recommendations

Savings Rate Target

20%

5%Conservative 15%Aggressive 30%+

Emergency Fund

dollars

$id flags progress toward this. Recommendation: 3–6 months of expenses.

Large Purchase Alert

dollars

Transactions above this amount surface in The Confluence and alert feeds.

Amazon Sensitivity

3

LenientBalancedStrict

Controls how aggressively $id flags Amazon impulse purchases. Strict = flags more.

📊

Monthly Budgets by Category

Set targets · The Furnace flags drift above these

Category	Monthly Target	3-Mo Avg	Status

🌊

Confluence Preferences

Customize the monthly family meeting experience

Meeting Setup

Preferred Day

Typical Duration

Show Confluence animation

Blueprint PDF

Report Header

Report Subtitle

Include kids' college balances

Show savings rate trend

Agenda Topics

Toggle which agenda steps appear in The Confluence:

LukaLab · Forge 2026

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