# finance tasks

This agent isn't created yet. Tasks here are the pre-build checklist.

## Open

- [ ] VPS migration completes + lab box's fleet is shut down (prerequisite — see [[fleet-infra-overview]])
- [ ] Cameron answers the open questions in `overview.md` (banks, categories, privacy, voice queries)
- [ ] Decide hosting pattern: A (keyless display, push from Mac) vs B (read-only keys on VPS). Recommend A.
- [ ] If A: Mac-side fetcher repo scaffold + launchd plist
- [ ] If A: bearer-auth `/api/finance/ingest` on omidhub serve.py
- [ ] If A: `/finance` dashboard route + simple chart (monthly spend by category, balance trends)
- [ ] voice_interface integration: finance intent → `GET /api/finance/summary` → terse reply
- [ ] When this stabilizes, create `agents/finance/ROLE.md` + add agent to roster