Using Recurex

Projects

Group related expenses by initiative, event, or place.

Projects (/projects) let you cluster expenses around a goal — a renovation, product launch, or trip.

Project fields

Field	Description
Name	Display name (generates URL slug)
Description	Optional notes
Status	`planning`, `active`, `completed`, `archived`
Target amount	Optional budget goal
Target currency	Currency for the target
Target date	Optional deadline

Project detail page

Each project lives at /projects/{slug}. The page shows:

Per-currency totals (planned monthly, planned one-time, active monthly)
Expenses grouped by group_label when set
Full expense table with add/edit actions

Planned expenses

Use planned status for items you're researching but haven't bought yet. They appear in project totals under planned counts but don't affect workspace burn.

Unassigned planned expenses

The projects list shows a banner when planned expenses exist without a project — click to review and assign them.

Moving and deleting

Delete project — expenses are kept but unlinked (project_id cleared)
Move project — moves the project and its expenses to another workspace (owner/admin on source workspace)

AI connector

Claude and ChatGPT can create projects and add planned expenses via create_project and add_planned_expense. See MCP Tools Reference.

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