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.”

Each fact is filed in a section — Recent (what you decided or set in motion over the last two weeks; the only facts that ever lapse — see below), You, Money, Plans or Other — and, except in Recent, under a short topic such as Housing. In You there are two: Profile, for what he knows about you that no profile field holds (your employer, the languages you speak, who you live with), and Preferences, for how you like to work. This Profile is a memory topic, not your Settings profile — that one holds the facts the app has a field for. If you ask him to remember something your profile has a field for, or a standing rule for how he should behave, he says where it belongs instead of filing it as a memory. A health, religion, political, sexuality, ethnicity or legal fact is saved only if you’ve allowed sensitive topics in Settings → Memory; otherwise he tells you it wasn’t saved. When a fact shapes a reply he marks it as used, which keeps it from fading; you never see the marker.

He also picks up facts on his own. Memory is written when a conversation has been quiet for 30 minutes (and when an automation run finishes) — never in the middle of a chat — and only from what was said since the last time. He is strict about it — most conversations add nothing. A fact stays only if it is about you or your money life, will still be true in three months, and nothing else in the app already holds it, so your profile, your Instructions for Lucius, payee rules, automations and your ledger figures are never copied into memory. He doesn’t keep the state of a conversation or a run, a bookkeeping follow-up the ledger already shows (a statement line to match, a pending charge, a missing memo), finished tasks, a lesson he drew from one mistake, a problem with the app, a suggestion of his you didn’t take up, research or a what-if, or full card, account or ID numbers or passwords, and health, religion, politics and similar topics only if you’ve allowed them in the settings. He keeps only the lasting part of a fact, with no history attached, written about you (“Splits rent with Priya 60/40”) — never “User…”, “the advisor” or “As of …”.

Recent is what makes every Lucius run act like the one you talked to. When a chat settles something that will matter over the next two weeks — an agreement about money someone owes you and how to book it, a decision whose result is still to come, something you’ll do or asked to be reminded of — he writes it down ready to act on, for example When Priya’s PayNow for November arrives (S$540): book Rent S$500, Utilities S$20, Phone & Internet S$20. Every run sees Recent first — your chats, a Capture of a bank notification, an automation, the daily briefing — and when what it handles matches an entry, it does what the entry says rather than guessing from past patterns, then marks the entry done. If the money is a little off what was agreed (rounded up, a small overpayment) he still books the agreed split and puts the difference on a line of its own; if it is far off, such as a part payment, he books only what came and leaves the entry open. Where a part pays you back for an earlier charge and you named no category, it goes to the category that charge was booked under. An entry is saved only from your own words in a chat (he checks them, never his), never from an automation or a Capture; at most three come from one conversation, the list is trimmed to the ten most recently edited or used before each memory pass (the rest lapse), and each lapses after 14 days unless it names a date. A Capture or an automation can close an entry it acted on, but can never add one, even if a notification asks. Something you settled outside the app needs one line in Tell Lucius for him to know. A fact he picked up on his own under Other that for 90 days he never cites, you never mention again and you never edit fades out of memory — what you told him yourself, and anything in You or Money, never fades this way — and so does a plan that hasn’t come up for 90 days; a faded fact is kept aside for 30 days before it is deleted. Once a day he also merges facts that say the same thing; the one merged away is moved out the same way. When a chat shows a fact is no longer true, he moves it out as out of date — he never deletes a fact on his own. Saving or forgetting a fact counts as a change, so it follows the conversation’s approval mode like any other.

Memory, instructions or profile?

Three places hold what Lucius knows about you, and a fact lives in only one of them:

Your profile holds the facts the app has a field for — name, date of birth, where you live, income, retirement age. “I’m moving to Lisbon” updates your country of residence.
Instructions for Lucius hold standing rules for how he behaves, and he follows them on every reply. “Always answer in plain English” goes here. You can edit them in your profile; he can add or change a line when you ask, and memory never writes to them on its own.
Memory holds everything else he should know. “My landlord is Sam and rent is due on the 1st” goes here, under Money, in the topic Housing.

Review what he knows

Open Settings → Memory. The brain button next to Documents — at the top of the chat side panel, or on the Lucius tab on a computer — opens the same list in a window, with a search box that narrows it to the facts (or topics) containing your words.

Sections. Memory is laid out in the order You, Money, Plans, Recent and Other. In each, a row per topic shows its name, its one-line summary (its first fact until Lucius has written one) and when it was last updated. Recent entries are listed directly, a row per entry with the date it runs until where a topic’s date goes.
A topic’s page. Click a topic (or its pencil) to open it: ← Memory goes back (in the memory window, so does Esc; a second Esc closes the window), then you see when it was Last updated, a one-line Summary of what the topic covers, and its Details as bullets. Lucius writes the summary himself and refreshes it within a few minutes of the topic’s facts changing (a brand-new topic shows it once he has); it describes the topic, calls you by the name you gave in Settings → Profile (What should Lucius call you?), and never repeats its numbers. It is for you to read: it is never in Lucius’s prompt. When a topic’s last fact goes, its summary goes with it straight away. Point at a bullet and click Edit (the pencil) to fix its wording — the whole fact opens in a box; change it, then Save or press Enter (Shift+Enter starts a new line); Cancel or Esc leaves it as it was — or Forget (the bin) to remove just that fact, then Forget again to confirm.
Delete a topic. On the topic’s page click Delete, or click the bin on its row. Lucius asks first and says how many facts go, for example Forget Housing? Lucius will forget its 4 facts. It can’t be undone.
Older memories. Facts saved before sections existed wait here, a row each, until Lucius files them under a section and topic. They are not lost; you can edit or forget them as usual. Filing never changes a fact’s words, with two exceptions: one over 280 characters is shortened to fit, and one written as “User…”, “the advisor…” or “As of …” is reworded about you — kept only if every number, date, quote and name in it survives, otherwise it keeps its old words. Older facts are never filed under Recent, and the same test as new facts applies: a bookkeeping note, an incident or a suggestion is moved out. A fact holding a full card, account or ID number is moved out too; a sensitive fact is filed like any other.

On a phone or tablet the pencils and bins sit behind the row: swipe a row — a topic, an open item, an older memory or a bullet on a topic’s page — to the left to show the pencil (Edit) and the bin (Delete, or Forget for a single fact), then tap one. Tap the row again, or anywhere else, to slide it back. Going back from a topic’s page — the ‹ arrow, a swipe to the right, or your phone’s or browser’s Back — returns to the memory list where you had scrolled it; Back again closes the memory window before it leaves the page you opened it on.

When a fact turns out to live somewhere better — your profile, your Instructions, a payee rule, an automation, the ledger — or has gone stale, Lucius moves it out of memory. It no longer shows in the list and he no longer uses it; it is kept for 30 days, then deleted.

You don’t organise anything yourself: there is no renaming, moving or merging. Lucius files, merges and retires facts; you edit, forget, or tell him what to change.

If memory is switched off, the page says so at the top.

A fact you forget isn’t learned again from later chats, unless you tell Lucius to remember it. He keeps only a fingerprint of its wording — never the words — so the same sentence, whatever its capitals or punctuation, is turned away; a differently worded version of it can still be picked up, and you can forget that too.

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

The memory settings

At the top of Settings → Memory:

Search and reference chats — lets Lucius search your past conversations for relevant details. When you refer to something you talked about before, he looks through what you and he said in your own conversations — the ones in your Chats list, Captures included (for a Capture, only his reply is searched, not the app’s own prompt). Each word is looked for on its own, in what was said and in the conversation’s title, ignoring upper and lower case, so “Japan trip” finds a chat titled Japan trip budget that only says “ten days in Japan”. The conversations that hold the most of the words come back, newest first, each with a short snippet; when a snippet isn’t enough he opens that conversation and reads what you both said in it. He links the conversation by its title in his reply; click or tap the link to switch to it. It never reads attachments, the results of his tools, or the context the app adds to a message (the screen you were on, items you mentioned), and never conversations that don’t appear in your Chats list. The conversation you’re in is left out. With the switch off he can’t use this search, but he can still read past conversations by writing a SQL query against your data, so the switch doesn’t fully keep them from him yet. On by default. If Lucius quoted a file in a reply before you marked it Private, that reply can still be found; deleting that chat removes it.
Generate memory from chats — the main switch (see below).
Include sensitive topics in memory — lets him keep health, religion, politics and similar facts. Off by default. When it’s off, Lucius doesn’t save new details about these topics; anything already saved stays and is used like any other memory.
Import memory from other AI providers — Start import brings relevant context and data from another AI provider to Lucius (see below).
Export memory — downloads your memory as files you can keep (see below).

Each switch saves as soon as you flip it, and a short note confirms it.

Change or add facts

Type what to change in Tell Lucius what to remember or change — the box stays pinned at the bottom of the memory list while you scroll — and press Enter, or click the arrow. On a topic’s page the same box is scoped to that topic (Tell Lucius what to change about Housing), so a short “it’s now due on the 3rd” needs no context:

“My dog’s name is Beans” — adds a fact.
“Rent goes up in April now, not March” — rewrites the fact it corrects.
“I paid off the car loan” — forgets what’s no longer true.

One message can do all three, over several lines: Enter sends, Shift+Enter starts a new line, and the box grows as you type. The list refreshes and a line above the box says what happened — Added 1 · Updated 1, or No changes were made. When something changed it opens on its own: Lucius’s one-line reply and each fact he added, updated (with what it said before) or forgot, and where it lives — for example Updated · Money · Housing — Rent goes up every April (Was: Rent goes up every March). When nothing changed, See why shows his reason (the message was unclear, it is already remembered, it belongs in your profile) and anything he refused to remember, with the reason (a full card number, a balance that is read live, a sensitive topic while that switch is off); Hide folds it again. Your next message replaces it. While the list scrolls under the box, rows blur and fade out above it rather than meeting a hard edge.

It’s one small AI call on the Memory task model, billed like the rest of memory, and it needs memory switched on. Edit and Forget make no AI call and work either way.

Bring memory from another assistant

If you’ve used another AI assistant for a while, it may already know things about you. Settings → Memory → Start import carries that over in three steps:

Copy the prompt and run it in the other assistant. It asks for everything it knows about you, grouped as Instructions, Identity, Career, Projects and Preferences, one dated line each.
Paste the answer into the box. It takes up to 20,000 characters (a long list is read in several pieces); for more, import it in parts.
Review. Lucius sorts every line into where it belongs and says why:
- Profile — a name, preferred name, marital status, employment or risk tolerance, set on your Settings profile.
- Instructions for Lucius — standing rules (“always…”, “never…”), added as new lines at the end of your instructions. Your own text is never replaced, and a line already there is skipped.
- Memory — anything else lasting about you, filed by section and topic.
- Skipped — what your books, payee rules or automations already hold, anything that isn’t a fact about you, and sensitive details (health, religion and the like) while Include sensitive topics in memory is off. These can’t be ticked.
A profile item shows what’s there now — Employment: self-employed (now: salaried) — and employment is added to, never replaced. When the saved wording differs from the line you pasted, the pasted line is shown under it.

Nothing is saved until you click Import and then only the lines left ticked. Untick any you don’t want. Afterwards a note says how many were imported and how many weren’t — for example a full card number or password is refused, as it always is.

What you paste is treated as plain text to sort, never as instructions to Lucius, so a line in it that says “ignore your rules” is just another line to review. Import works even while Generate memory from chats is off, because you are doing it yourself. Sorting is one small AI call on the Memory task model. Import isn’t available in the public demo.

Export

Settings → Memory → Export downloads memory-YYYY-MM-DD.zip: one Markdown file per section and topic (for example money-housing.md), each with a title and one line per fact with the month it was learned — - Rent is due on the 1st (Sep 2026). Recent entries are in recent.md, and older facts that haven’t been sorted yet are in older-memories.md. Facts that were moved out of memory are left out.

Switch it off

In Settings → Memory, turn off Generate memory from chats. 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 memory window (the brain button), click Forget everything, then Forget all to confirm. This works whether memory is on or off.

How it works

After a conversation, Lucius may save a few new facts from it.
Once a day he tidies it — merging duplicates and moving stale facts out.
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.
Every reply carries everything in your memory sections — Recent first, then You, Money, Plans and Other — in full and with the month each fact was learned; so does every Capture, automation run and daily briefing. Older facts that haven’t been sorted into a section yet aren’t in the reply; when you mention something he may have been told — “my apartment”, a nickname — he searches everything he remembers for it. The search is a plain keyword lookup and never changes a fact.
Memory is context, not proof. Before acting on anything that can change — a balance, a rate, a date — Lucius checks the records, and if they disagree the record wins and he fixes the memory.

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 Generate memory from chats is on, and look for the fact in the memory list. If it isn’t there, type it into the box at the bottom of the list, or tell him in chat: “remember that …”.

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

What Lucius can do — the full capability map
Models and cost — the Memory task model
Security and privacy — what data exists, and where