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Open Net Worth Docs

Memory

Lucius keeps a short list of facts about you from one conversation to the next — how you like to budget, a goal you mentioned, that your rent goes up every March — so you don’t have to repeat yourself.

This is separate from your financial data. Lucius always reads your accounts, transactions and budget directly, memory or not; memory is for the things that aren’t a number in your book.

Memory is on by default.

Tell him what to remember — or forget

Just say it:

  • “Remember that I get paid on the 25th.”
  • “Remember I’m saving for a house deposit by 2028.”
  • “Forget what I said about the car loan.”

He also picks up facts on his own as you talk. Saving or forgetting a fact counts as a change, so it follows the conversation’s approval mode like any other.

Review what he knows

  1. Open Settings → Chat & Memory.
  2. Under Memory, Stored memories shows how many facts there are. Click Review….
  3. The list shows each fact, when it changed, and where it came from — You told Lucius or Learned in chat. Use the search box to find one.
  4. Click Forget next to anything wrong or out of date.

Forgetting a fact takes effect from Lucius’s next reply. It doesn’t change your ledger or profile.

Switch it off

In Settings → Chat & Memory, turn off Memory extraction & injection. Lucius then stops learning new facts and stops using stored ones in his replies.

Switching it off does not delete anything — the facts stay until you forget them. To remove them, see below.

Clear everything

In the Review… list, click Forget everything, then Confirm — forget all N. This works whether memory is on or off.

How it works

  • After a conversation, Lucius may save a few new facts from it.
  • When the list grows long, he tidies it — merging duplicates and dropping stale ones.
  • Both steps are small AI calls, billed like any other use. To use a cheaper model for them, set Memory under Settings → AI → Task models — see Models and cost.
  • Each reply carries up to 30 facts: the ten most recent things you asked him to remember, then the newest of everything else. When you mention something he may have been told before that isn’t among them — “my apartment”, a nickname — he searches everything he remembers for it. The search is a plain keyword lookup and never changes a fact.

Facts are stored in your own database on this machine. They’re sent only to the AI provider you configured, as part of a normal request — the same as anything you type in chat.

Troubleshooting

Lucius doesn’t remember something I told him. Check Memory extraction & injection is on, and look for the fact under Review…. If it isn’t there, tell him directly: “remember that …”.

He keeps bringing up something that’s no longer true. Find it under Review… and click Forget, or tell him “forget that …”.