Powerhour Docs
Walkthrough
Standard operational playbooks for self-hosted instances. Route references below are internal app paths in your own deployment.
Initial setup and sync validation
Goal: Confirm authentication, institution linkage, and baseline data ingestion.
Prerequisites
- Valid deployment is running.
- Environment variables are configured.
- At least one institution can be linked.
In-app routes
- /login
- /settings
- /
- /accounts
Execution steps
- 1Sign in using the configured authentication flow.
- 2Open Settings and link a financial institution.
- 3Trigger manual sync.
- 4Open Dashboard and check KPI/charts populate.
- 5Open Accounts and verify institution/account structure.
Validation checklist
- No auth errors during login.
- Institution appears in Settings.
- Sync completes without failures.
- Dashboard and account routes show data.
Weekly spending review using Ticker AI
Goal: Detect movement in spending behavior and isolate root causes quickly.
Prerequisites
- Recent transaction data exists.
- Ticker AI endpoint is available.
In-app routes
- /
- /transactions
Execution steps
- 1Open Dashboard and inspect KPI movement.
- 2Use Ticker to compare current month versus prior month spending.
- 3Ask for anomaly candidates and recurring pressure points.
- 4Open Transactions and filter by flagged categories or merchants.
- 5Capture findings for planning or report generation.
Validation checklist
- Ticker responses stream successfully.
- Anomaly prompts produce concrete categories.
- Filtered transaction queries align with AI findings.
Generate and apply budget goals
Goal: Turn historical spend patterns into actionable category limits.
Prerequisites
- Transaction history exists across recent months.
In-app routes
- /budgets
- /
Execution steps
- 1Open Smart Budgets.
- 2Complete onboarding inputs and run generation.
- 3Review suggested goals and adjust acceptance status.
- 4Return to Dashboard and verify budget panel updates.
- 5Track progress against accepted categories.
Validation checklist
- Goals are created and persisted.
- Dashboard budget components reflect new targets.
- Goal state transitions persist correctly.
Planner to savings-target workflow
Goal: Convert planner guidance into tracked savings targets.
Prerequisites
- Budget Planner API path is configured.
- Savings target APIs are reachable.
In-app routes
- /budget-planner
- /projections?tab=savings
Execution steps
- 1Open Budget Planner and run a savings scenario.
- 2Confirm target amount and date in planner output.
- 3Accept target creation action.
- 4Open Projections and inspect savings tab chart.
- 5Verify monthly contribution value and timeline.
Validation checklist
- Planner session persists.
- Savings target record is created.
- Projection chart renders updated target path.
Recurring and subscription cleanup
Goal: Reduce recurring burn by removing inactive obligations.
Prerequisites
- Recurring detection has processed enough history.
In-app routes
- /subscriptions
- /projections
- /
Execution steps
- 1Open Subscriptions and review flagged items.
- 2Inspect monthly and annual savings-at-risk.
- 3Deactivate unnecessary recurring items.
- 4Open Projections recurring tab to confirm state changes.
- 5Run a follow-up recurring audit through Ticker.
Validation checklist
- Flagged count and at-risk values are visible.
- Deactivation requests persist.
- Recurring list reflects active-state changes.
Monthly reporting cycle
Goal: Generate and verify shareable monthly output.
Prerequisites
- Sufficient transaction and balance history exists.
- Report endpoint is enabled.
In-app routes
- /
- /transactions
- /transactions/groups
- /budget-planner
Execution steps
- 1Trigger report generation from Dashboard.
- 2Review generated report sections for completeness.
- 3Cross-check sampled values against dashboard metrics.
- 4Create or refine groups for high-priority spend themes.
- 5Start planner session for next-cycle adjustments.
Validation checklist
- Report download completes.
- Report values match sampled in-app values.
- New follow-up planning actions are captured.