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How to test the app on invented household data first with Aurelio Finance

Start the app with invented data to see every screen before entering real finances.

  • Top pick
  • Money
  • Intermediate
  • 30 minutes
  • From the README
  • Any agent

Credentials. The demo start is safe for testing, but the first start installs dependencies inside the project folder, so review what the script does before running it.

Who it is forA person who is curious about a self-hosted finance tracker and does not want to type real records yet.

The problemSetting up a finance app with real records feels risky before you know how it works.

The outcomeA running local app showing an invented household, with your real data untouched in its own file.

What you need first

  • Git installed
  • Node.js 22 or later
  • uv installed (https://docs.astral.sh/uv/getting-started/installation/)
  • macOS, Linux, or Windows with PowerShell
  • For the AI advisor only: an OpenRouter account with credit and an API key

Steps

  1. Install Git, Node.js 22 or later, and uv.
  2. Run git clone https://github.com/LosaLosSantos/aurelio-finance.git.
  3. Run cd aurelio-finance.
  4. On macOS or Linux, run ./start.sh --demo. On Windows in PowerShell, run ./start.ps1 -Demo.
  5. Browse the Wealth, Portfolio and Look-through sections to see how the demo data is shown.

Prompt for your agent

In the aurelio-finance repository, start the app with the demo flag for <target OS> and report the URL or screen it opens on. Verify that the app shows an invented household and that backend/data.db is not changed by the demo start.

Caveat. The README says the demo uses a file of its own, so confirm your own backend/data.db is separate before you add real records.

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